Financial credentials
- Accredited Wealth Management Advisor℠
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Solutions Advisor, Merrill Lynch, 2022-2025
Education
- University of Dayton - Bachelor of Science in Business Administration: Finance
Personal interests and affiliations