Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Director of Supervision & Investment Operations, Northwestern Mutual Investment Services LLC, 2024-2025
- Associate Agent, Jameson Delgadillo, 2024-2025
- Help Desk, Investment Solutions, Fidelity Investments, 2011-2024
Education
- Bachelor of Arts, Economics, University of Utah
Personal interests and affiliations