Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2021-present
- Independent Branch Associate Financial Consultant, Charles Schwab, 2018-2021
- Independent Branch Client Service Specialist, Charles Schwab, 2018-2018
Education
- MS, Personal Financial Planning, Texas Tech University
- BS, Accounting & Finance, McMurry University