Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate, Financial Consultant, Charles Schwab, 2018-2020
- Investment Consultant, Charles Schwab, 2017-2018
- FC Academy Cohort Licensed, Charles Schwab, 2017-2018
Education
- Western Michigan University
- BS, Aviation Science and Administration, & Business