Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Wealth Advisor, Concurrent Investment Advisors, 2021-2024
- Financial Consultant Academy, Charles Schwab, 2019-2021
Education
- Baylor University, BBA - Finance
Personal interests and affiliations