Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant Partner, Charles Schwab, 2020-2022
- Financial Advisor, AXA Advisors, 2018-2020
Education
- Sam Houston State University BBA Finance