Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Client Relationship Specialist, Charles Schwab, 2019-2021
- Financial Consultant Partner, Charles Schwab, 2021-2023
Education
- BS, Finance, University of Maryland
- Associates Degree, Business, Carroll Community College