Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Participant Consultant, Charles Schwab, 2024-2025
- Brokerage Service Representative, Charles Schwab, 2021-2024
Education
- Bachelors of Science in Financial Planning
- Bachelors of Science in Financial Management