Financial credentials
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2022-2024
- Senior Retirement Consultant, T. Rowe Price, 2019-2022
- Retirement Plan Specialist, T. Rowe Price, 2017-2019
Education
- Bachelors, Accounting & Business Management, Elms College
Personal interests and affiliations
- First Baptist Church of Laurel