Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Retirement Plan Advisor, Empower, 2024-2025
- Vice President, Private CFO®, Oxygen Financial, 2022-2023
- Financial Consultant, Fidelity Investments, 2010-2022
- Edward Jones, Financial Advisor, 2008-2010
Education
- BA, Geography, University of New Hampshire
Personal interests and affiliations