Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 24, 66 Securities Licenses
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Sr. Financial Consultant, E*TRADE, 2010-2023
- Branch Manager, LPL Financial, 2007-2010
- Financial Advisor, A.G. Edwards & Sons, Inc., 2003-2007
Education
- Bachelor's of Science, Business Finance, Brigham Young University
- CFP®, College for Financial Planning