Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2006-present
- Senior Registered Representative, Charles Schwab, 1998-2006
- Insurance Agent, New York Life, 1996-1998
Education
- BS, Finance, Arizona State University