Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2024-2024
- Financial Consultant Partner, Charles Schwab, 2022-2024
- Financial Consultant Academy, Charles Schwab, 2020-2022
Education
- MBA, Northern Kentucky University
- BA, Information Systems, University of Cincinnati