Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Agent, PruCo, 1999-1999
- Relationship Manager, USAA, 1999-2020
- Manager Investment Consultant, Charles Schwab & Co., 2020-2024
Education
- Master Planner Advanced Studies (MPAS), College for Financial Planning
- BA, General Business, University of Texas - San Antonio
Personal interests and affiliations