Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant Partner, Charles Schwab, 2021-2023
- Associate Financial Planner, Asset Solutions, Inc., 2019-2021
- Financial Consultant Academy, Charles Schwab, 2018-2019
Education
- Bachelor of Science, Business Administration and Finance, Colorado State University
Personal interests and affiliations
- Delta Sigma Pi - Professional Business Fraternity, 2016-Present