Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2022-2025
- Relationship Banker, Chase Bank, 2021-2022
- Assurance Group, Insurance Represenative, 2021-2021
- Arvest Wealth Management, Client Advisor, 2021-2021
- Arvest Wealth Management, Associate Client Advisor, 2020-2020
Education
- Oklahoma Baptist University
- Bachelor of Arts, Pastoral Ministry and Biblical Studies
Personal interests and affiliations