Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Investment Consultant, Chrales Schwab, 2021-2024
- Financial Advisor, First Command, 2020-2021
- Broker, Newbridge SEcurities, 2019-2020
Education
- BA, Texas State University
Personal interests and affiliations