Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Sr. Financial Consultant Partner, Charles Schwab, 2022-2023
- Financial Consultant Partner, Charles Schwab, 2020-2022
- Client Relationship Specialist, Charles Schwab, 2018-2020
- High Net Worth Representative, Fidelity Investments, 2016-2018
Education
- BS, Economics, Texas A&M University