Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab, 2017-2018
- Financial Consultant Academy, Charles Schwab, 2015-2017
Education
- Purdue University
- Bachelors of Science in Economics
Personal interests and affiliations