Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2021-2022
- Wealth Advisor, Old National Bank, 2020-2021
- Senior Investment Consultant, TD Ameritrade, 2018-2020
- Financail Consultant, TD Ameritrade, 2016-2018
- Financial Advisor, Edward Jones, 2016-2016
Education
- Western Michigan University, Bachelor of Business Administration, Industrial Marketing