Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, TD Ameritrade, 2018-2021
- Investment Consultant, Scottrade, 2015-2018
Education
- Colorado State University B.A. Economics