Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Registered Representative, Charles Schwab, 2013-2017
- Business Banker, Wells Fargo, 2012-2013
- Banker, Wells Fargo, 2006-2012
Education
- BS, Biomedical Sciences, Arizona State University