Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Wealth Manager, USAA, 2010-2020
- Personal Banker, Wells Fargo, 2004-2010
Education
- BS, Finance and Economics, Grand Canyon University
Personal interests and affiliations