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, 2023-present
- Investment Consultant, Charles Schwab, 2021-2023
Education
- BS, Finance, Iowa State Univeristy
- BS, Marketing, Iowa State University
- Minor, Management, Iowa State University
Personal interests and affiliations