Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant Partner, Charles Schwab, 2020-2022
- Investment Consultant, Charles Schwab, 2020-2020
- Financial Services Professional, Charles Schwab, 2018-2020
Education
- BS, Finance & Real Estate, Indiana University