Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Financial Advisor, Wentz Financial Group, 2016-2018
- Relationship Banker, J.P. Morgan Chase Bank, 2011-2016
Education
- College for Financial Planning
- BA, University of Toledo
Personal interests and affiliations
- The Cleveland Orchestra; The Circle, Executive Board