Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab, 2016-2018
- Financial Service Professional, Charles Schwab, 2014-2016
- Charge Off Specialist II, Navient, 2014-2014
- Skip Trace Specialist & Mentor, Navient, 2013-2014
- Financial Advisor Assistant, Mahara Wealth Partners, 2013-2013
Education
- Bachelor of Arts - Business, Bethel College (IN)
Personal interests and affiliations