Financial credentials
- Certified Fund Specialist®
- Series 6, 7, 26, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Sr. Financial Consultant, Charles Schwab, 2022-2023
- VP, Financial Consultant, Charles Schwab, 2019-2022
- Investment Consultant, Charles Schwab, 2017-2019
- Internal Sales Consultant, 361 Capital, 2015-2017
- Senior Internal Wholesaler, Jackson, 2010-2015
Education
- BA, Business Management, Western Michigan University - Haworth College of Business
Personal interests and affiliations