Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Trust and Financial Advisor
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Wealth Manager, USAA, 2013-2020
- Financial Advisor, Ameriprise, 2011-2013
- Business Banker/Branch Manager, Wells Fargo, 2004-2011
Education
- MBA - Texas A&M at Commerce
- BS in Business Management - Iowa State University