Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab & Co., Inc., 2022-2023
- Financial Consultant Partner, Charles Schwab & Co., Inc., 2021-2022
- FC Academy, Charles Schwab & Co., Inc., 2020-2021
Education
- Indiana State University; Bachelor of Science, Finance