Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2022-present
- Independent Branch Associate Financial Consultant, Charles Schwab, 2020-2022
- Independent Branch Client Service Relationship Specialist, Charles Schwab, 2018-2020
- Staff Accountant, The Keeler Group, 2016-2017
Education
- BS, Finance, UCF
Personal interests and affiliations