Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Charles Schwab, 2021-2024
- Investment Consultant, Charles Schwab, 2020-2021
- Sr. Retirement Specialist, Charles Schwab, 2016-2020
- Retirement Specialist, Principal Financial Group, 2014-2016
Education
- BA, Spanish, University of Iowa