Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2019-2021
- Investor Development Representative, Charles Schwab, 2019-2019
- High Net Worth Representative, Charles Schwab, 2018-2019
- Brokerage Services Representative, Charles Schwab, 2017-2018
Education
- Bachelor of Arts, Business Economics, College of Wooster
Personal interests and affiliations
- Spires Lacrosse, Volunteer Coach