Financial credentials
- Series 7, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2024-present
- Executive Account Manager, American Fidelity Assurance Co., 2020-2024
- Registered Representative & Financial Advisor, Park Avenue Securities, 2018-2020
- Agent, Guardian Life Insurance, 2018-2020
- Financial Advisor, Edward Jones, 2017-2018
Education
- Bachelor of Science in Business, Business Management, University of Nevada Reno
- Associate of Arts in Secondary Education, College of Southern Idaho