Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Senior Retirement Consultant, Empower Retirement, 2015-2018
- Regional Wealth Management Specialist, American Century Investments, 2018-2022
- Sr. Sales Associate - Global Institutional, American Century Investments, 2022-2025
Education
- Masters of Business Administration, Finance, University of Missouri - Kansas City
- Bachelor of Science, University of Central Missouri