Financial credentials
- Accredited Asset Management Specialist℠
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER® Certi
- Series 7, 63, 66 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Advisor, Morgan Stanley, 2017-2020
Education
- B.S. Finance
- University of Nevada, Reno
Personal interests and affiliations