Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Solutions Representative, Fidelity Investments, 2024-2024
Education
- Ph.D., University of Arkansas at Fayetteville
- M.A, Appalachian State University
- B.A., Berea College
Personal interests and affiliations