Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Fidelity Investments, 2024-2025
- AVP, Financial Solutions Advisor, Merrill Lynch, 2022-2024
- Private Client Banker, J.P Morgan Securities LLC, 2021-2022
- Financial Solutions Advisor, Merrill Lynch, 2020-2021
- Branch Manager, U.S. Bank, 2019-2020
Education
- BS, General Studies, University of Central Missouri