Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Wealth Strategy Associate, UBS, 2021-2025
- Financial Consultant / Associate, Equitable / Matauro, 2019-2021
Education
- Bachelor, Mathematical Economics, Hampden-Sydney College
Personal interests and affiliations
- Host Committee Member - Community Champion Awards - Christian City