Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Private Client Advisor, JP Morgan Chase & Co, 2022-2024
- Private Client Banker, JP Morgan Chase & Co, 2017-2022
- Manager, JP Morgan Chase & Co, 2013-2017
Education
- BS, Central Washington University
Personal interests and affiliations