Financial credentials
- Chartered Alternative Investment Analyst
- Master of Science in Finance
- Series 3, 4, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Trader Service Specialist, Charles Schwab, 2021-2026
- Financial Advisor, Wells Fargo, 2015-2021
- Financial Advisor, JP Morgan Chase, 2007-2015
Education
- Master of Science - Finance, University of Nebraska - Lincoln
- Bachelor of Art, Political Science, American University