Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2023-2024
- Investment Consultant, TD Ameritrade, 2022-2023
- Registered Representative, Charles Schwab, 2011-2022
Education
- B.B.A, Financial Planning, Angelo State University