Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Fidelity, 2023-2025
- Regional Sales Consultant, Fidelity, 2019-2023
- Workplace Planning Consultant, Fidelity, 2017-2019
- Financial Customer Associate, Fidelity, 2016-2017
Education
- Master of Business Administration, University of Dallas
- Bachelor of Applied Arts and Sciences, University of North Texas