Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
38 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2006-present
- V.P., Financial Consultant, RBC Dain Rauscher, 2001-2005
- V.P., Financial Consultant, Prudential Securities, 1995-2001
- Branch Supervisor, Farmers Insurance, 1986-1995
Education
- BA, Political Science, University of Washington
Personal interests and affiliations
- Scholarship Athlete, Football, 1980-1985
- YMCA Grid Kids
- PONY Baseball of Spokane