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, 2020-present
- Associate Financial Consultant, Charles Schwab, 2017-2019
- Active Trader, Charles Schwab, 2015-2016
- Financial Service Professional, Charles Schwab, 2014-2015
Education
- BS Finance, Linfield College, McMinnville, OR
Personal interests and affiliations
- Summit High School Basketball Coach 2016 - 2023