Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- VP, Financial Consultant, Fidelity Investments, 2022-2025
- Financial Consultant, Fidelity Investments, 2018-2022
- Relationship Manager, Fidelity Investments, 2016-2018
- Workplace Planning & Advice Consultant, Fidelity Investments, 2014-2016
Education
- Bachelor of Science, Dietetics, Texas Woman's University