Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- VP Financial Consultant, Charles Schwab, 2021-2025
- Financial Consultant, Fidelity Investments, 2011-2021
- Institutional Investment Specialist, Fidelity Investments, 2008-2009
Education
- Degree 2014; Texas Woman's University; Bachelor of Arts; Arts, Visual and Performing.
- Degree 2025; Texas A&M University School of Law; Master of Legal Studies. Wealth Management, Risk Mgmt. & Compliance.