Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2018-2021
- Sr Specialist, Investor Development, Charles Schwab, 2017-2018
- Financial Services Professional, Charles Schwab, 2014-2017
Education
- BS, Finance & Marketing, Butler University
Personal interests and affiliations
- Misericordia, Volunteer
- Wheeler Mission, Volunteer