Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 63, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant Partner, Charles Schwab, 2025-2025
- Investment Consultant, Charles Schwab, 2024-2025
- Client Relationship Specialist, Charles Schwab, 2023-2024
- Retail Trading Specialist, TD Ameritrade, 2020-2023
Education
- BA, Finance and Banking, University of Missouri
Personal interests and affiliations
- Junior Achievement of Arizona, Volunteer
- Golf