Financial credentials
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant Partner, Charles Schwab, 2024-2026
- Sr. Specialist Private Wealth Services, Charles Schwab, 2022-2024
- Financial Services Representative, TD Ameritrade, 2020-2022
Education
- BBA, Finance, Stephen F. Austin State University