Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2018-2022
- Assistant Branch Manager, Scottrade, 2016-2018
- Investment Consultant, Scottrade, 2014-2016
- Financial Advisor, Edward Jones, 2013-2014
Education
- BS, Finance, Saint Louis University