Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2019-2021
- Financial Advisor, Northwestern Mutual, 2016-2018
Education
- BSBA, Kutztown University of Pennsylvania