Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Client Relationship Specialist, Charles Schwab, 2022-2023
- Investment Consultant, Charles Schwab, 2023-2024
- Financial Consultant Partner, Charles Schwab, 2024-2025
Education
- Finance degree from the Terry School of Business at the University of Georgia
Personal interests and affiliations