Financial credentials
- Chartered Financial Consultant®
- Retirement Income Certified Professional
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Advisor, Naples Asset Management, 2020-2024
- Managing Director, Naples Wealth Planning, 2018-2020
- Financial Advisor, Waddell & Reed, 2010-2018
Education
- Pre-Law Ohio State University
Personal interests and affiliations
- Women & Small Business Owners
- Summit Church