Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2000-present
- Financial Advisor, Smith Barney, 1998-2000
Education
- BA. Business Economics, Springfield College
Personal interests and affiliations
- Anthem Youth Sports
- High Desert Little League