The Cannon Beach team has a diverse background, extensive financial services experience, and a passion for customer service excellence.
Contact Us for more information about how we can help you with your financial needs.
- 20+ years of experience with CBFA and Ameriprise
- 13 years in the high-tech industry
- Securities licenses: Series 66
- University of Pennsylvania, Wharton School and School of Engineering (BS – Electrical Engineering and Economics)
- Santa Clara University (MBA – Finance/International Business)
- 20+ years financial services experience with CBFA and Fidelity
- Certified Financial Planner™
- Securities licenses: Series 63, 66
- University of Pennsylvania, Wharton School (BS – Finance)
- Boston University (Certificate in Financial Planning)