Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
Experience
15 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2021-present
- Sr. Financial Consultant, TD Ameritrade, 2015-2021
- Business Development Office, TD Ameritrade, 2013-2014
- Client Service Specialist, TD Ameritrade, 2012-2013
Education
- Bachelors of Science in Business Administration, Finance
- Coastal Carolina University