Financial credentials
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Senior Internal Consultant, DWS, 2014-2019
- Internal Planning Specialist, Cetera Financial Specialists, 2011-2014
- Wealth Management Associate, Benjamin & Birkenstein, P.C., 2009-2011
- Financial Consultant, AXA Advisors, 2006-2009
Education
- Illinois State University
- BS, Psychology & Business Administration