Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Private Wealth Advisor®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Sr. Financial Consultant, TD Ameritrade, 2017-2020
- Banker, Wells Fargo, 2015-2017
Education
- BS, Interdisciplinary Studies, University of Central Florida