Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- VP - Financial Consultant, Charles Schwab, 2014-2021
- Advisor Services Specialist, Charles Schwab, 2011-2014
- Sr. Financial Sales Advisor, BBVA Compass, 2005-2011
Education
- University of Illinois at Urbana-Champaign
- B.A. Economics
- CFP Professional Education Program, College for Financial Planning