Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Advisor, Merrill Lynch, 2018-2025
- Customer Service Rep, Fidelity, 2015-2016
Education
- B.A. Business Management, Cedarville University
Personal interests and affiliations