Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1999-present
Education
- BS, Mathematics Education, BYU-Hawaii
- RICP, The American College of Financial Services