Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Advisor, Raymond James, 2018-2019
- Associate Financial Consultant, Charles Schwab, 2019-2021
- VP - Financial Consultant, Charles Schwab, 2021-2024
- Financial Consultant, Fidelity Investments, 2024-2026
Education
- Bachelor of Science, Finance, Florida State University
Personal interests and affiliations
- Muscular Dystrophy Association