Financial credentials
- Master of Science in Finance
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2024-2026
- Public Affairs Officer, United States Air Force, 2017-2022
Education
- Master of Science, Finance, Texas A&M University - Commerce
- Bachelor of Science, Mechanical Engineering, University of Texas - Arlington