Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 3, 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Sr. Financial Consultant, Charles Schwab, 2017-2021
- Investment Consultant, Charles Schwab, 2015-2017
- Derivatives Trading Specialist, OptionsXpress, 2014-2015
- Financial Advisor, New England Securities, 2012-2014
Education
- BS, Personal Financial Planning, Texas Tech University