Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Registered Client Associate, Janney Montgomery Scott, 2021-2022
- Account Executive, Advantage Waypoint, 2015-2020
Education
- BA, University of Maryland
Personal interests and affiliations