Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Financial Consultant Partner, Charles Schwab & Co., Inc., 2016-2018
- Specialist, High Net Worth Rep, Charles Schwab & Co., Inc., 2016-2016
- Associate - Brokerage Svc RRT, Charles Schwab & Co., Inc., 2015-2016
- Financial Service Professional, Charles Schwab & Co., Inc., 2014-2015
- Financial Services Professional, Legacy Protection Assurance, LLC, 2014-2014
Education
- Boston University - Financial Planning Certificate Program
- Harding University - BMIN
Personal interests and affiliations
- Fort Worth Sister Cities International - Board of Directors 2022-Present
- MHMR Foundation - Board of Directors 2021-Present
- Boys & Girls Clubs of Greater Tarrant County - Club Council 2021-2023
- Business Transitions Summit - Advisory Board Member 2023 - Present