Financial credentials
- Series 7, 66 Securities Licenses
 - Life & Variable Annuity Insurance License
 
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
 - Senior Premier Banker, Wells Fargo, 2024-2025
 - Internal Wholesaler, Raymond James Investment Management, 2021-2024
 - Internal Wholesaler, AIG, 2018-2021
 - Internal Wholesaler, Jackson National, 2013-2018
 
Education
- Fort Lewis College - Finance
 - Certified Fraud Examiner - Association of Certified Fraud Examiners