Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 63, 65 Securities Licenses
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Financial Service Representative, Charles Schwab, 2023-2025
- Loan Officer, Freedom Mortgage, 2019-2023
Education
- Bachelor of Science, Finance, Arizona Christian University