Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Branch Manager, Charles Schwab, 2023-present
- Branch Manager, TD Ameritrade, 2015-2023
- Investment Consultant, TD Ameritrade, 2013-2015
Education
- University of Southern Colorado
Personal interests and affiliations