Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2022-2024
- Financial Consultant Academy, Charles Schwab, 2021-2022
Education
- Bachelor of Science in Finance, Indiana University (Bloomington)
Personal interests and affiliations