Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Financial Consultant Academy Participant, Charles Schwab, 2020-2021
- Personal Banker, Wells Fargo Bank, 2017-2020
Education
- BA, Business Economics, Armstrong State University