Financial credentials
- Series 7, 66 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Client Relationship Specialist, Charles Schwab, 2022-2025
- Customer Experience Representative, Robinhood, 2021-2022
- Associate Representative, Thrivent Financial, 2021-2021
- Financial Representative, Modern Woodmen of America, 2020-2021
Education
- B.A. in Experimental Psychology & Minor in Philosophy, University of St. Thomas - Houston