Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Fidelity Investments, 2021-2025
- Private Client Advisor, J.P. Morgan, 2017-2021
- Associate Financial Consultant, Charles Schwab & Co., 2014-2017
Education
- Northwestern State University