Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- Wealth Advisor, Charles Schwab, 2026-present
- Financial Consultant, Charles Schwab, 2024-2026
- Investment Consultant, Charles Schwab, 2023-2024
- Financial Consultant Academy Consultant, TD Bank, 2022-2023
- Assistant Branch Manager, TD Bank, 2018-2022
Education
- Southern New Hampshire University, Business Administration, Bachelors