Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2021-2022
- Financial Advisor, Merrill Lynch, 2020-2021
- Private Client Banker, JPMorgan Chase, 2016-2020
- Financial Consultant, Schwab, 2023-2024
- Private Client Advisor, JPMorgan, 2024-2025
Education
- Rush Homeschool Academy
Personal interests and affiliations