Financial credentials
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- National Support Consultant, TD Ameritrade, 2021-2023
- Financial Service Representative - Broker, TD Ameritrade, 2019-2021
- Financial Service Representative, Northwest Mutual, 2019-2019
- Executive Officer, US Army National Guard, 2019-2025
Education
- Bachelors of Business Administration, Southern Illinois University Edwardsville
- Bachelors of Science, Southern Illinois University Edwardsville
Personal interests and affiliations