About
My goal is to make your financial life easier. I have over a decade of experience in finance, insurance and retail banking. I will help you navigate through tough financial decisions with fair and honest advice. I dedicate myself to setting up a long lasting financial legacy for you and your family.
Experience
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Fidelity Investments (Full-time · 5 yrs 3 mos)
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Investment Management Consultant
May 2025 - Present · 1 yr 2 mos
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Workplace Planning Consultant
Nov 2022 - May 2025 · 2 yrs 7 mos
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ISR
Apr 2021 - Nov 2022 · 1 yr 8 mos
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Associate Financial Consultant at Charles Schwab
Aug 2019 - Apr 2021 · 1 yr 9 mos
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Paraplanner at Koolger Financial Group
Apr 2019 - Aug 2019 · 5 mos
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Paraplanner at OakHeart Financial Group
Jun 2018 - Apr 2019 · 11 mos
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Financial Advisor at Financial Management, Inc.
Oct 2017 - Feb 2018 · 5 mos