Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2004-present
- Sr. Financial Representative, Fidelity, 2001-2004
- Wealth Management, Goldman, Sachs and Co., 2000-2001
- Investment Specialist, Fidelity, 1995-2000
Education
- MBA, Brigham Young University
- BS, Finance, Westminster College