Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2025-present
- Financial Advisor, Palisade Financial Raymond James, 2022-2025
- Client Service Representative, Palisade Financial Raymond James, 2020-2022
Education
- BA, Business Finance, Montana State University