Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP Financial Consultant, TD Ameritrade, 2020-2022
- Financial Consultant, TD Ameritrade, 2017-2020
- Internal Wholesaler, Pacific Life, 2016-2017
- Senior Representative, BancWest, 2014-2016
- Relationship Manager, TD Ameritrade, 2013-2014
Education
- University of Nebraska-Lincoln
- BSBA: Management
Personal interests and affiliations