Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
- Financial Consultant, Charles Schwab, 2026-2026
- Partner Support Specialist, Charles Schwab, 2024-2026
- Fixed Income Service Specialist, TD Ameritrade/Charles Schwab, 2022-2024
- Customer Service Specialist, TD Ameritrade, 2021-2022
Education
- Bachelor of Arts, History, University of Central Oklahoma
- Master of Divinity, Chaplaincy, Liberty University
- Master of Education, Curriculum & Instruction, Sam Houston State University