Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Specialist, CS&S Partner Support, Charles Schwab & Co., Inc, 2024-2025
- Specialist, CS&S Core Service, Charles Schwab & Co., Inc, 2023-2024
- Specialist, Brokerage Service Representative, Charles Schwab & Co., Inc, 2023-2023
- Financial Advisor, Heritage Financial Services, 2022-2022
Education
- Bachelors of Arts, Liberal Arts, University of Missouri - Kansas City
- Associate in Science, Physical Education- Athletic Injuries, Labette Community College
- Associate in Arts, Sociology, Labette Community College
Personal interests and affiliations