I'm currently a Financial Consultant and CERTIFIED FINANCIAL PLANNER with Charles Schwab & Co., Inc., holding my series 7 , series 66, and group 1 life and health insurance licenses. I'm very passionate about my career helping clients realize their financial goals, as well as maintaining a healthy work-life balance. My passions outside of work include hiking, running, cycling, snowboarding, live music, and pretty much anything outdoors with my wife and our dog, Luna. 