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
- Client Service Team Member, Knuth Financial Life Planning, 2021-2023
Education
- BA, Finance, UW Eau Claire