Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Chartered Life Underwriter®
- Series 6, 7, 9, 10, 24, 51, 63, 65 Securities Licenses
Experience
20 years of professional experience
- VP - Branch Manager, Charles Schwab, 2026-present
- Senior Regional Manager, Schwab Wealth Advisory, 2025-2026
- Director Life/Health/Retirement Income, USAA, 2020-2025
- Director Financial Planning and Advice, USAA, 2015-2020
- Manager Financial Planning and Advice, USAA, 2011-2015
- Wealth Advisor, USAA, 2007-2011
Education
- BA, Business Management, Arizona State University