Financial credentials
- Wealth Management Certified Professional
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2026-present
- Private Client Advisor, JPMorgan Wealth Management, 2020-2026
Education
- WMCP, The American College