Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Client Relationship Manager, Ameriprise Financial, 2020-2023
Education
- BS in Financial Planning, University of Wisconsin-Madison
Personal interests and affiliations