Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2024-2026
- AVP - Financial Center Manager, Bank of the Bluegrass & Trust Co, 2022-2024
- Assistant Financial Center Manager, Bank of the Bluegrass & Trust Co, 2019-2022
- Financial Service Representative Specialist, Commonwealth Credit Union, 2017-2019
- Teller, Commonwealth Credit Union, 2015-2017
Education
- BA, Business Management, University of Kentucky