Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2005-present
- Business Development Sales Manager, Charles Schwab, 2002-2005
- Investment Specialist, Charles Schwab, 1997-2002
- Real Estate Agent, Nu-Way Realty, 1996-1997
Education
- Business Management, Arizona State University
- AAMS, College for Financial Planning