Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2025-2025
- Financial Consultant Partner, Charles Schwab, 2023-2025
- Sr. Specialist, Service Associate, Schwab Wealth Advisory, 2022-2023
- Private Client Services, Charles Schwab, 2018-2022
- Financial Services Representative, Charles Schwab, 2017-2018
Education
- BS, Finance, Indiana State University