Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2021-2021
- Associate Financial Consultant, Charles Schwab, 2017-2021
- Sr. Specialist, High Net Worth Specialist, Charles Schwab, 2016-2017
- Registered Representative, Charles Schwab, 2015-2016
- Intern Financial Advisor, WestPoint Financial Group, 2014-2014
Education
- Ball State University
- Bachelor of Science
- Major: Business Administration
- Minor: Financial Planning
Personal interests and affiliations
- Harry Chapin Food Bank of Southwest Florida, Volunteer