Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2018-2021
- Registered Representative, Charles Schwab, 2017-2018
Education
- BS, Finance, Arizona State University
Personal interests and affiliations