Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Specialist, Brokerage Service Rep, Charles Schwab, 2020-2022
- Financial Consultant Partner - Active Trader Branch, Charles Schwab, 2022-2024
Education
- BA, Finance & Entrepreneurship, Baylor University