Financial credentials
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2013-2022
- Financial Advisor, R. Seelaus, 2011-2012
Education
- Certified Wealth Strategist, Cannon Financial Institute