Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Financial Advisor and Life Insurance Sales Specialist, USAA, 2013-2024
- Financial Institution Services Senior, T. Rowe Price, 2008-2013
Education
- MBA, University of Colorado at Colorado Springs
- BS, Health and Exercise Science, Colorado State University
Personal interests and affiliations