Financial credentials
- Series 7, 66 Securities Licenses
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Wealth Advisor, Murphy & Sylvest Wealth Management, 2023-2025
- Financial Representative, Fidelity Investments, 2023-2023
Education
- BA, University of Iowa
Personal interests and affiliations
- Foster Progress, Board of Directors (Alumni)