Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Wealth Advisor, USAA, 2011-2020
- Financial Advisor, Edward Jones, 2010-2011
Education
- MBA, Grand Canyon University
- Bachelor of Science, Business Administration, University of Nebraska
Personal interests and affiliations