Financial credentials
- CERTIFIED FINANCIAL PLANNER™ Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant Partner, Charles Schwab, 2022-2023
- Retirement Plan Services Representative, Charles Schwab, 2019-2022
Education
- BA, Finance & Economics minor in Spanish, GCU