Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2022-2024
- Investment Consultant - Financial Consultant Academy, Charles Schwab, 2022-2022
- Pinnacle Service High Net Worth Representative - Financial Consultant Academy, Charles Schwab, 2021-2022
- Licensed Broker - Financial Consultant Academy, Charles Schwab, 2021-2021
- Service Representative - Financial Consultant Academy, Charles Schwab, 2020-2021
Education
- BS, Agricultural and Consumer Economics, Concentration in Financial Planning, University of Illinois at Urbana-Champaign
- Minor, Business, University of Illinois at Urbana-Champaign
Personal interests and affiliations