Financial credentials
- Series 7, 66 Securities Licenses
Experience
9 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2019-present
- Financial Consultant, Charles Schwab, 2019
- Financial Consultant, Mass Mutual, 2017-2019
- Financial Consultant, First Command, 2016-2017
Education
- US Air Force Academy, BS
- Air Command and Staff College, Master Military Science
Personal interests and affiliations