Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2022-2024
- Specialist-New Client Development, TD Ameritrade, 2019-2022
Education
- BS, Health Management, Southeast Missouri State University
Personal interests and affiliations
- Rotary of the Riverbend, 2016-2020