Chief Investment Strategist and Portfolio Manager
Broomfield, Colorado
5280 Wealth Management
Chief Investment Strategist and Portfolio Manager
Daniel Alexander Capital
Chief Executive Officer
Charles Schwab
Vice President, Financial Consultant
Charles Schwab
Investment Consultant, Investor Development Team
Charles Schwab
Financial Service Professional, Schwab Intelligent Portfolios Dedicated Team
Charles Schwab
Associate Financial Service Professional
Bryant University
College for Financial Planning