Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
Experience
16 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, TD Ameritrade, 2010-2022
- Assistant Branch Manager, Wells Fargo Financial, 2008-2010
Education
- Bachelor of Science, Business Administration, Finance & Investments, University of Nebraska - Omaha