Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2023-2024
- Investment consultant, Charles Schwab, 2022-2023
- Financial Consultant Academy, Charles Schwab, 2020-2022
Education
- College Degree from the University of Georgia - Terry College of Business (Finance)
Personal interests and affiliations
- Knox Martin Foundation for Brain Cancer Research, Volunteer Board Member
- Christ Covenant Church