Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Lead Planner, Facet Wealth, 2020-2021
- Planning Consultant, Charles Schwab, 2017-2020
- Financial Advisor, Morgan Stanley, 2014-2017