Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Sr Operations Specialist, Charles Schwab, 2019-2025
- Investment Consultant, Charles Schwab, 2025-2026
Education
- Bachelor of Science in Finance & Economics, Grand Canyon University
Personal interests and affiliations
- Moneywise America