Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Branch Manager, Charles Schwab, 2021-present
- VP - Assistant Branch Manager, Charles Schwab, 2019-2021
- VP - Financial Consultant, Charles Schwab, 2016-2019
- Client Service Team Manager, Charles Schwab, 2013-2016
- Registered Representative, Charles Schwab, 2010-2013
Education
- Bachelor of Science, Business Management, Arizona State University
- Certificate in Financial Planning, George Mason University