Financial credentials
- CERTIFIED FINANCIAL PLANNER™ Certificant
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Advisor, Ameriprise Financial, 2018-2022
- Financial Advisor, Summit Wealth Advocates, 2022-2023
Education
- Bachelors, University of Wisconsin Milwaukee