Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Benefits & Planning Consultant, Exec Svcs, Fidelity Investments, 2019-2024
- Workplace Planning Consultant, Fidelity Investments, 2015-2019
- Retirement Counselor, T. Rowe Price, 2007-2015
Education
- Bachelor of Science, Communications, Brigham Young University-ID