Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Assistant Vice President, LPL Financial, 2019-2024
- Sr Manager, Vanguard, 2014-2019
Education
- BS, Finance, Managment, & Entrepreneurship, Northern Arizona University
Personal interests and affiliations