Financial credentials
- Series 7, 66 Securities Licenses
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Senior Sales Development Consultant, Invesco Ltd., 2017-2025
- Financial Advisor, LPL Financial, 2013-2017
- Financial Advisor, Edward Jones, 2011-2013
Education
- Bachelor of Science, Finance, Louisiana State University
Personal interests and affiliations
- Ville Platte Rotary Club, President