Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Licensed Broker, Charles Schwab, 2023-2024
- Investment Consultant, Charles Schwab, 2024-2026
Education
- Bachelor of Science, Finance, Washington State University