Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Financial Consultant®
- Series 6, 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Advisor, Northwestern Mutual, 2017-2022
Education
- University of South Carolina