Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2022-2024
- Financial Consultant Academy, Charles Schwab, 2021-2022
- Teller II, Lake Michigan Credit Union, 2019-2021
- Mortgage Intern, Lake Michigan Credit Union, 2019-2019
Education
- Bachelor's Degree, Finance & Accounting, Grand Valley State University
Personal interests and affiliations