Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2019-2022
- Sr. Investment Consultant, TD Ameritrade, 2018-2019
- Workplace Planning Consultant II, Fidelity Personal and Workplace Advisors, 2018-2018
- Workplace Planning and Guidance Consultant II, Fidelity Brokerage Services LLC, 2015-2018
- Personal Financial Counselor, Zeiders Enterprises, 2013-2018
Education
- BA, Industrial Relations, University of North Carolina at Chapel Hill
- Certificate in Financial Planning, Florida State University
- Certificate in Nonprofit Management, Duke University