Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2007-present
- Licensed Banker, Wells Fargo, 2005-2007
- Insurance Manager, First Choice Financial, 2002-2005
Education
- BA, Business Administration, Cal Poly
Personal interests and affiliations
- Boy Scouts of America, Leader 2008 - 2011