Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Sr. Wealth Advisor, TCG, 2021-2021
- Sr. Retirement Plan Specialist, TCG, 2020-2021
- National Support Consultant, TD Ameritrade, 2018-2020
- Financial Consultant, TD Ameritrade, 2018-2018
- Investment Consultant, Scottrade, 2016-2018
Education
- MBA, Texas A&M - Texarkana
- BA, Business Management, Texas A&M - Texarkana
Personal interests and affiliations