Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 4, 7, 24, 53, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Supervision, Wells Fargo Advisors, 2015-2018
- AML, Wunderlich Securities, 2012-2015
- Mutual Fund Trading, Morgan Keegan, 2006-2012
Education
- The University of Mississippi
- BA, School of Accountancy