Financial credentials
- Series 7, 66 Securities Licenses
Experience
9 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2022-present
- Finance Manager, Logan Health, 2018-2022
- Financial Analyst, Logan Health, 2016-2018
- Tax Associate, Eide Bailly, 2016-2016
Education
- Masters of Accountancy, University of Montana
- BS, Accounting, University of Montana
Personal interests and affiliations