Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2021-2024
- Financial Advisor, Merrill Lynch, 2020-2021
- Insurance Agent, State Farm, 2006-2010
Education
- BS in Economics from Southern Methodist University
Personal interests and affiliations