Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Specialist, High Net Worth, Charles Schwab, 2021-2023
- Associate, Brokerage Service, Charles Schwab, 2021-2021
Education
- BS, Finance and Economics, Grand Canyon University
Personal interests and affiliations
- Charles Schwab Military Veterans Network 2021-present
- United States Navy 2012-2016