Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2021-2023
- Business Development Specialist, TD Ameritrade, 2020-2021
Education
- BBA, Finance, Texas Christian University (TCU)
Personal interests and affiliations
- TCU Alumni Association Member