Experience
Makes all the difference
Together, we build a financial plan and secure your future by focusing on what is most important to you and your family.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Indianapolis, IN |
January 2020 - Present |
Charles Schwab Investment Advisory, Inc |
Senior Private Client Advisor |
Indianapolis, IN |
July 2017 - January 2020 |
Charles Schwab Investment Advisory, Inc |
Private Client Advisor |
Orlando, FL |
December 2011 - July 2017 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER
- Certified Wealth Strategist (CWS)
Education
- B.A. University of South Carolina
Personal & Community
- Junior League of Indianapolis Member
- CFP Board's Women's Initiative Advocate
- National Association of Female Executives Member
- Make-A-Wish Foundation Volunteer
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MD, MI, MN, MS, NC, ND, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VI, WI, WV