Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- VP - Financial Consultant, Fidelity Investments, 2015-2023
- Investment Consultant, Fidelity Investments, 2012-2015
- Flagship Associate, Vanguard, 2006-2012
Education
- Business Administration, Concentration in Finance, Elizabethtown College