Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 66 Securities Licenses
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, TD Ameritrade, 2017-2021
- Regional Wholesaler, Voya Financial, 2015-2017
- Registered Representative, MassMutual, 2014-2015
Education
- BS, Iowa State University