Financial credentials
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2013-present
- Store Manager, Wells Fargo, 2009-2013
Education
- B.A. Economics, California State University, Chico