Financial credentials
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Workplace Financial Consultant, Fidelity Investments, 2011-2023
- Advisor Assistant, MFA Financial Planning, 2010-2011
- Financial Advisor, A.G. Edwards, 2007-2009