Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Sr. Portfolio Specialist, Fidelity Investments, 2008-2018
Education
- B.S., Finance, Northern Kentucky University
Personal interests and affiliations