Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Financial Consultant Academy, Charles Schwab, 2022-2023
Education
- Bachelors of Science in Business Administration, Finance, University of Nevada, Reno
Personal interests and affiliations