Financial credentials
- Accredited Wealth Management Advisor℠
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Private Client Advisor, J.P. Morgan, 2024-2024
- Financial Solutions Advisor, Merrill Lynch, 2019-2024
Education
- BBA Finance- Texas A&M College Station