Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Sr Financial Consultant, TD Ameritrade, 2016-2021
- Financial Advisor, Merrill Lynch, 2012-2016
Education
- BA, Midwestern State University
Personal interests and affiliations