Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Financial Consultant Academy, Charles Schwab, 2021-2023
Education
- The Ohio State University - Master of Science in Finance
- The Ohio State University - Bachelor of Science in Business Administration: Finance and Real Estate
Personal interests and affiliations
- Financial Planning Association (FPA)