Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Planner, Midwest Heritage, 2022-2022
- Wealth Management Advisor, US Bancorp Investments, 2021-2021
- Agency Trainer, Farm Bureau Financial Services, 2020-2021
- Financial Consultant, TIAA, 2014-2020
- Senior Sales and Retention Specialist, T. Rowe Price, 2010-2014
Education
- BA, Buena Vista University