Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Chartered Financial Consultant®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Planning Consultant, Fidelity Investments, 2025-2026
- Registered Representative, Fidelity Investments, 2023-2025
- Wealth Management Associate, Morgan Stanley, 2022-2023
- UK Investment Counsellor, Fisher Investments, 2019-2022
- Registered Representative, Fidelity Investments, 2006-2019
Education
- BA, Economics, University of North Florida