Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Consultant Academy, Charles Schwab, 2023-2024
Education
- Bachelors of Science in Finance, Florida State University
Personal interests and affiliations
- Humane Society of Broward County