Financial credentials
- Series 6, 7 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2013-present
- Associate Financial Consultant, Charles Schwab, 2010-2013
- Financial Specialist, US Bancorp Investments, 2009-2010
- Financial Associate, Thrivent Financial, 2008-2009
Education
- BA, Bachelor of Business Administration, UW - Eau Claire