Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Merrill Financial Solutions Advisor, Merrill Lynch, 2024-2025
- Associate Financial Representative, Northwestern Mutual, 2023-2024
- Financial Consultant, McAdam Financial, 2021-2022
Education
- BBA, Finance, Georgia Southern University
Personal interests and affiliations