Financial credentials
- Chartered Mutual Fund Counselor℠
- Certified Wealth Strategist®
- Series 3, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2000-present
- Customer Service Rep, Charles Schwab, 2000-2003
- Pinnacle AT, Charles Schwab, 2003-2006
- Trading Solutions Consultant, Charles Schwab, 2006-2017
Education
- ASU Bachelor of Science - Business Management
Personal interests and affiliations