Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- VP Financial Consultant, Charles Schwab, 2022-2023
- Investment Consultant, Charles Schwab, 2022-2022
- AVP Financial Solutions Adviser, Merrill, 2021-2022
- Investment Consultant, Fidelity Investments, 2015-2021
Education
- Georgia Southern University - Finance Major