Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2014-2022
- Investment Consultant, T. Rowe Price, 2011-2014
- Full Trader, Fidelity Investments, 2010-2011
Education
- Executive Certificate in Financial Planning, Duke University
- Bachelors Degree in Marketing, Western Michigan University