Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2020-present
- IB Associate Financial Consultant, Charles Schwab, 2018-2020
Education
- Bowling Green State University
Personal interests and affiliations
- West Chester Liberty Chamber Alliance
- Four Bridges Country Club