Financial credentials
- Series 7, 66 Securities Licenses
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- SWA Centralized Service Team, Charles Schwab, 2024-2025
- Wealth Management Academy, Charles Schwab, 2023-2024
- Financial Consultant Partner, Charles Schwab, 2025-2026
Education
- Bachelor of Science, Personal Financial Planning, Texas Tech