Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Assistant, LPL, 2022-2023
- Executive Chef, Hog Island Brewery, 2013-2022
- Financial Consultant, Wells Fargo, 2008-2013
Education
- BS, English, University of Arizona
- BS, English, University of the South
Personal interests and affiliations