Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab, 2017-2018
- Retirement Consultant, Great West Financial (Division Purchased from JP Morgan), 2016-2017
- Senior Regional Sales Specialist, Ivy Funds, 2015-2016
- Retirement Consultant, Great West Financial (Division Purchased from JP Morgan), 2014-2015
- Retirement Consultant, JP Morgan Institutional Investments, 2011-2014
Education
- Bachelors of Science in Finance from the University of Kansas
- AACSB Accredited School of Business Graduate