Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab, 2011-2014
Education
- Masters of Arts in Organizational Leadership, Gonzaga University 2006
- Bachelor of Science in Business Administration, University of Denver 2004
Personal interests and affiliations
- Mentor for the Year Up organization, 2007 to Present
- Mentor for the Albers school of business, Seattle University, 2016 - Present