Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2016-2018
- Branch Manager, E*Trade, 2012-2016
- Regional manager, Waddell and Reed, 2011-2012
- Branch Manager/Financial Advisor, Raymond James Financial Services, 2001-2010
Education
- MBA, Boise State University
- BS, Management, University of Phoenix
- Associates Degree, Skagit Valley College
Personal interests and affiliations
- Board Member of the Boise Chordsmen men's barbershop chorus