Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Assistant Branch Manager, Charles Schwab, 2020-2020
- Producing Branch Manager, TD Ameritrade, 2016-2020
- Financial Advisor, Edward Jones, 2015-2016
Education
- University of Oklahoma - B.S Liberal Arts, Communications
Personal interests and affiliations
- Junior Achievement