Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- High Net Worth Client Specialist, American Century Investments, 2021-2023
- Brokerage Investment Specialist, American Century Investments, 2021-2021
- Investment Representative, American Century Investments, 2019-2021
Education
- BS, Business Administration - Finance, University of Missouri - Columbia
Personal interests and affiliations