Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Solutions Representative, Fidelity Investments, 2024-2024
- Self-Employed, Free Thought Education, 2020-2024
- International School Teacher, Beijing International Bilingual Academy, 2016-2020
- English as a Second Language Teacher, Foreign Language Shu Yan School, 2015-2016
Education
- Ph.D., University of Arkansas at Fayetteville
- M.A, Appalachian State University
- B.A., Berea College
Personal interests and affiliations
- Scandanavian Folk Dancers of Kansas City