Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
Experience
15 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2021-2024
- Financial Solutions Advisor, Merrill Lynch, 2020-2021
- Financial Advisor, Edward Jones, 2020-2020
- Financial Sales Advisor, PNC, 2019-2020
- Financial Solutions Advisor, Merrill Lynch, 2016-2019
Education
- Baylor University
- St. Mary's University
Personal interests and affiliations