
Timeline
About me
Vice President, Wealth Management at Members Financial Services
Education

The university of new mexico
1988 - 1992Bachelor's degree finance and financial management services
Experience

Members financial services
Jan 2000 - nowVice president, wealth managementSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Insurance products are offered through LPL or its licensed affiliates. Members Credit Union and Members Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services, and may also be employees of Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Members Credit Union or Members Financial Services. Securities and insurance offered through LPL or its affiliates are:Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less
Licenses & Certifications

Certified financial planner

Chartered retirement planning counselor
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