Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Financial Consultant Academy - Investment Consultant, Charles Schwab, 2022-2023
Education
- BS, Sports Management, Grand Canyon University
Personal interests and affiliations