Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Senior Financial Consultant, TD Ameritrade, 2017-2020
Education
- Bachelor's Degree, Supervision & Management, Palm Beach State College