Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate, Financial Consultant, Charles Schwab, 2020-2021
- Senior Specialist, High-Net-Worth Trading, Charles Schwab, 2018-2020
- Specialist, High-Net-Worth Trading, Charles Schwab, 2017-2018
- Chief of Staff, Virginia House of Delegates, 2009-2017
Education
- BA, Political Communication, Texas State University
Personal interests and affiliations
- American Sailing Association
- Austin Volleyball Group, Owner