Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Master of Science Personal Financial Planning
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Fidelity Investments, 2025-2025
- Investment Consultant, Fidelity Investments, 2024-2025
- Planning Consultant, Fidelity Investments, 2023-2024
- Relationship Manager, Fidelity Investments, 2022-2023
- Financial Representative, Fidelity Investments, 2021-2022
Education
- Masters of Science in Financial Planning - University of Georgia
- Bachelor's of Business Administration in Finance - Georgia Southern University
Personal interests and affiliations