Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP - Financial Consultant, TD Ameritrade, 2018-2022
- Investment Consultant, Scottrade, 2013-2018
Education
- BA - Finance - East Tennessee State University
Personal interests and affiliations
- Knoxville Estate Planning Council - since 2022