Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Fidelity Investments, 2023-2024
- Planning Consultant, Fidelity Investments, 2022-2023
- Investment Solutions Representative, Fidelity Investments, 2021-2022
- High Net Worth Representative, Fidelity Investments, 2020-2021
- Customer Relationship Advocate, Fidelity Investments, 2019-2020
Education
- Bachelor's, Business Admin., University of Missouri - Kansas City
Personal interests and affiliations