Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2015-2022
- Client Account Specialist, TD Ameritrade, 2012-2015
Education
- Bachelor of Science, Business Administration/Marketing Management, Arkansas Tech University