Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Vice President, Financial Consultant, Charles Schwab, 2021-2025
- Financial Consultant Partner, Charles Schwab, 2019-2021
- Trading Services Specialist, Charles Schwab, 2017-2019
- Insurance & Financial Services Representative, State Farm, 2015-2017
Education
- University of Illinois at Chicago, Bachelor of Arts in Political Science
- Northwestern University, Graduate Certificate in Financial Planning
Personal interests and affiliations
- Rocky Mountain Elk Foundation