Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Senior Associate Portfolio Analyst, Domani Wealth, 2022-2023
- Investment Strategist, Atlas Private Wealth Advisors, 2021-2022
- Financial Planner, The GenWealth Group, 2021-2021
- VP - Financial Consultant, Charles Schwab, 2020-2021
- Associate Financial Consultant/Registered Representative, Charles Schwab, 2017-2020
Education
- BS, Finance, Arizona State University - W.P. Carey School of Business