Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Registered Associate, Morgan Stanley, 2015-2021
- Financial Representative, Fidelity Investments, 2013-2015
Education
- Miami University, Farmer School of Business
- Bachelor of Science, Finance
Personal interests and affiliations
- WITS-Working in the Schools