Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 24, 51, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- Financial Consultant - Member Relationship Advisor, Charles Schwab, 2020-present
- Wealth Manager, USAA, 2014-2020
Education
- BBA, Northern Arizona University
- MS, Kansas State University
Personal interests and affiliations