Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Consultant, Charles Schwab, 2019-2020
- Registered Banker II, Wells Fargo Advisors, 2018-2019
- Financial Advisor, AXA, 2017-2018
- Financial Analyst, Hawkins Jet Center, 2015-2016
Education
- BS, Business Management, Western Governors University
- DAS, Software Engineering, Ashworth College
- AS, General Business, Ashworth College
Personal interests and affiliations
- College of Financial Planning
- Comptia Association