Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2022-2024
- National Support Consultant, TD Ameritrade, 2020-2022
- Merrill Lynch, Registered Client Associate, 2018-2020
- TD Ameritrade, Registered Representative, 2017-2018
Education
- BS, Finance, Missouri State University
Personal interests and affiliations