Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Account Manager, Summit Financial Group, 2012-2020
- Financial Advisor Associate, Morgan Stanley Smith Barney, 2010-2011
Education
Personal interests and affiliations
- Reading Partners