Financial credentials
- Master in Business Administration
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Manager, Investment Consultant, Charles Schwab, 2022-2024
- Wealth Advisor, USAA, 2017-2022
- VP - Financial Advisor, J.P. Morgan Chase, 2016-2017
- VP - Senior Financial Advisor, Capital One Investing, 2014-2016
- Select HNW Relationship Manager, USAA, 2005-2014
Education
- MBA, University of Texas at San Antonio
- BBA, University of Texas at San Antonio
Personal interests and affiliations