Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
- Assoc Financial Advisor, DA Davidson, 2009-2018
- Financial Assoc, Wachovia Securities, 2008-2009
- Technical Assistant, AG Edwards, 1999-2008
- Intern, AG Edwards, 1997-1999
Education
- M.S. Finance - University of Wyoming, 2003
- B.S. Finance - University of Wyoming, 1997
Personal interests and affiliations
- United Way of Laramie County, Board of Directors - 2016 to 2022
- United Way of Laramie County, Cmmty Investment Team - 2005 to 2022