Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Client Relationship Specialist, Charles Schwab, 2023-2024
- Specialist, Broker, Charles Schwab, 2021-2023
- Investment Consultant, Charles Schwab, 2024-2025
Education
- Bachelor of Arts in History, University of Colorado Boulder
- Minor in Leadership Studies, University of Colorado Boulder
Personal interests and affiliations
- University of Colorado Boulder NCAA Men's Basketball Team