Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Client Relationship Specialist, Charles Schwab, 2019-2021
- Registered Representative, Charles Schwab, 2018-2019
- Investment Consultant, Charles Schwab, 2021-2022
- Financial Consultant Partner, Charles Schwab, 2022-2024
Education
- University of Arizona, Bachelor of Science