Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2015-2017
- Financial Adviser, Edward Jones, 2015-2015
- Registered Associate, Morgan Stanley, 2013-2015
- Owner, Allure Photo, 2010-2013
- Vice President - Sales & Business Operation, Photoprism, 2001-2010
Education
- Bachelor's of Science - Finance - University of Illinois - Urbana-Champaign