Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Senior Relationship Specialist, Avantis Investors, 2020-2023
- Regional Wealth Management Specialist, American Century Investments, 2017-2020
Education
- BA, Financial Planning and Services, Kansas State University