Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Charles Schwab, 2023-2024
- Financial Consultant Partner, Charles Schwab, 2022-2023
- Investment Consultant, Charles Schwab, 2022-2022
- High Net Worth Representative, Charles Schwab, 2022-2022
- Stock Broker, Charles Schwab, 2021-2022
Education
- B.S., Public Financial Management, Indiana University
Personal interests and affiliations