Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 52, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- Planning & Development Consultant, Edward Jones, 2019-2022
- Field Supervision Director, Edward Jones, 2017-2019
- Fixed Income Liaison, Wells Fargo Advisors, 2016-2017
- Financial Advisor, Wells Fargo Advisors, 2015-2016
Education
- Bachelor of Science in Business Administration, University of Missouri-Columbia