Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- VP - Financial Consultant, TD Ameritrade, 2024-2024
- Investment Consultant, TD Ameritrade, 2022-2024
- Investment Consultant, Charles Schwab, 2022-2024
- Sr. Account Manager; Private Client Services, TD Ameritrade, 2021-2022
- Investor Services Representative, TD Ameritrade, 2018-2021
Education
- Bachelor's of Science, Finance/Economics, University of Missouri - St. Louis
Personal interests and affiliations