Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant Partner, Charles Scwhab, 2024-2026
- Investment Consultant, Charles Schwab, 2023-2024
- Client Relationship Specialist, Charles Schwab, 2022-2023
- Title Courier, Pioneer Title, 2021-2022
Education
- BS, Finance, University of Idaho, Magna Cum Laude
- Academic Certificate in Market Trading and Capital Management