Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP-Financial Consultant, TD Ameritrade, 2019-2022
- Financial Consultant, TD Ameritrade, 2017-2019
Education
- BS, Business, Bellevue University
Personal interests and affiliations