
Timeline
About me
VP – Sr. Financial Consultant: Helping clients own their tomorrow
Education

University of colorado boulder
1995 - 1999
Experience

Charles schwab
Aug 1999 - nowVp – sr. financial consultantRepresentatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less
Licenses & Certifications

Series 9
FinraAug 2009
Certified financial planner (cfp)
Cfp boardMay 2015
Series 10
FinraOct 2009
Series 63
FinraJan 2000
Series 7
FinraDec 1999
Series 66
FinraJan 2005
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