Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Assistant Branch Leader, Fidelity Investments, 2023-2025
- Planning Consultant, Fidelity Investments, 2021-2023
- Paraplanner, Ameriprise Financial Services, 2017-2021
Education
- B.S. Finance, Virginia Polytechnic Institute and State University