Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Retirement Planning Specialist, MCF Advisors, 2017-2018
- Dedicated Retirement Planner, Fidelity Investments, 2014-2017
- Retirement Solutions Representative, Fidelity Investments, 2012-2014
- Investment Solutions Representative, Fidelity Investments, 2011-2012
- Full Trader, Fidelity Investments, 2010-2011
Education
- University of Kentucky
- BA of Finance
Personal interests and affiliations