Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate, Financial Consultant, Charles Schwab, 2019-2021
- Specialist, High Net Worth Rep, Charles Schwab, 2018-2019
- Associate, Brokerage Service Rep, Charles Schwab, 2017-2018
- Retirement Advisor, Foresters Financial, 2016-2017
Education
- BS, Business, Ball State University
Personal interests and affiliations
- Madison Square Boys & Girls Club