Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Wealth Management Advisor, TIAA, 2024-2025
- Investment Counselor, Fisher Investments, 2022-2024
- Financial Advisor, Johnston Prentis Investments, 2021-2022
- Inside Sales Representative, Van Doren Sales Inc., 2015-2021
Education
- AAS-DTA, Business, Wenatchee Valley College