Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Consultant Academy, Charles Schwab, 2023-2024
- Retirement Business Services, Charles Schwab, 2022-2022
Education
- B.S. Psychology/ Financial Planning, Texas A&M University