Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant Partner, Charles Schwab, 2024-2026
- Registered Representative- Stock Broker, Charles Schwab, 2020-2024
Education
- Northern Arizona University, The W.A. Franke College of Business