Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Consultant, Charles Schwab, 2019-2020
- Financial Consultant, T. Rowe Price, 2016-2019
- Senior Correspondent, Mutual of America, 2015-2016
- Financial Advisor, Waddell and Reed, 2013-2014
Education
- BS, Entrepreneurship, University of Tampa
Personal interests and affiliations
- First Tee of Tampa Bay, Advisory Board