Financial credentials
- CERTIFIED FINANCIAL PLANNER™ Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Solutions Advisor, Merrill Edge, 2018-2020
- Associate Financial Advisor, Wells Fargo Advisors, 2010-2018
- Senior Registered Client Associate, A G Edwards, 2005-2008
- Registered Client Associate, Arvest Asset Management, 2002-2005
Education
- Bachelor of Science, Business Administration and Human Resource, Oklahoma Wesleyan University