Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2020
- Wealth Planning Associate, UBS, 2018-2019
- Solutions Financial Advisor, Wells Fargo Advisors, 2015-2018
Education
- Bachelor of Science in Business Administration, Finance and Banking, University of Missouri
Personal interests and affiliations