Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2020-2023
- Consumer Loan Specialist, OneMain Financial, 2018-2020
Education
- Bachelor of Science - BS, Financial Planning - Indiana State University