Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 3, 4, 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Sr Manager, Trader Service, Charles Schwab, 2023-2026
- Sr Manager, Derivatives Trading, TD Ameritrade, 2019-2023
- Team Manager, Client Services & Support, TD Ameritrade, 2018-2019
Education
- BS Economics, South Dakota State University