Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2019-2021
- Workplace Planning & Advice II, Fidelity Investments, 2015-2019
- Financial Representative, Fidelity Investments, 2013-2015
Education
- University of Cincinnati, Bachelor of Arts Liberal Arts
- Xavier University, Executive Certificate in Financial Planning
Personal interests and affiliations
- Good Samaritan College of Nursing - Board of Directors, 2022-Present