Financial credentials
- CERTIFIED FINANCIAL PLANNER™ Certificant
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Consultant Partner, Charles Schwab, 2013-2020
- Client Relationship Specialist, Charles Schwab, 2012-2013
- Registered Representative, Charles Schwab, 2010-2012
Education
- BA Economics, Brigham Young University
Personal interests and affiliations