Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
2 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2024-present
- Independent Branch Associate Financial Consultant, Charles Schwab, 2022-2024
- Independent Branch Client Service Specialist, Charles Schwab, 2022-2022
Education
- BS, Personal Financial Planning, Texas Tech University
Personal interests and affiliations