Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Associate Financial Advisor, First Command, 2019-2023
- Associate, Geiger Wealth, 2019-2019
- Financial Advisor, First Command, 2017-2019
Education
- BS, Business Administration, NIU
Personal interests and affiliations