Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Financial Advisor, Northwestern Mutual, 2018-2025
- Financial Services Representative, Foresters Financial, 2016-2018
Education
- BS, Finance and Banking - University of Missouri - Columbia