Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Investor Development, Charles Schwab, 2022-2023
- Investor Services, TD Ameritrade, 2020-2022
Education
- BS, Accounting, University of Missouri - St. Louis