Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2020-present
- Wealth Management Advisor, TIAA, 2016-2020
- Financial Advisor, Investment Associate, PNC Investments, 2013-2016
- Financial Advisor, Wells Fargo Advisors, 2011-2013
Education
- BBA, Marketing, Eastern Kentucky University