Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2023-present
- Sr. Financial Consultant, TD Ameritrade, 2014-2023
- Financial Services Rep, TD Ameritrade, 2013-2014
Education
- BS, University Studies, The University of Texas at Arlington
Personal interests and affiliations