Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Audit Associate, Eide Bailly, 2016-2017
- Assistant Manager, EAN Holdings, 2017-2019
- Client Relationship Specialist, Charles Schwab, 2019-2022
- Investment Consultant(IC), Charles Schwab, 2022-2023
Education
- Bachelors Degree, Accounting, Whitworth University
Personal interests and affiliations
- Kalispel Golf @ Country Club, Young Jr. Executive Member, 2019