Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Manager, Brokerage Services, Charles Schwab & TD Ameritrade, 2022-2024
- Financial Services Representative, TD Ameritrade, 2020-2022
Education
- BS, Marriage & Family Studies, BYU-Idaho
Personal interests and affiliations