Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Client Relationship Specialist, Charles Schwab, 2023-2025
- Customer Relationship Specialist, Fidelity Investments, 2022-2023
Education
- Economics
- Texas Christian University