Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Associate Financial Consultant, Charles Schwab, 2016-2016
- Associate, Ameriprise Financial, 2014-2016
- Financial Advisor, City Securities Corporation, 2009-2014
- Financial Advisor, Merrill Lynch, 2006-2009
Education
- Juris Doctor, Indiana University School of Law-Indianapolis
- Bachelor of Science, Kinesiology, Indiana University
Personal interests and affiliations