Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2020-present
- Financial Consultant, TD Ameritrade, 2020-2020
- Financial Consultant, Ameriprise Financial, 2017-2020
Education
- Bachelor of Science, Finance, Southern Utah University