Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Client Relationship Specialist, Circle Financial Planning, 2020-2021
- Investment Intern, Teachers Credit Union, 2019-2020
Education
- BA, Business Finance & Economics, Indiana University South Bend
Personal interests and affiliations