Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Financial Consultant, Charles Schwab, 2024-2024
- Financial Consultant Partner, Charles Schwab, 2021-2024
Education
- International Business, Bachelor's, Trinity International University
- Marketing, Bachelor's, Trinity International University
Personal interests and affiliations