Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Master Planner Advanced Studies℠
- Series 7, 63, 65, 66 Securities Licenses
Experience
12 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Senior Investment Consultant, Charles Schwab, 2020-2024
- Investment Consultant, Charles Schwab, 2018-2020
- Associate Investment Consultant, Charles Schwab, 2017-2018
- Specialist, Brokerage Service Representative, Charles Schwab, 2016-2017
- Associate, Brokerage Service Representative, Charles Schwab, 2014-2016
Education
- MS, College for Financial Planning
- MBA, Drake University
- BS, Iowa State University