Download PDF

Work experience

May 2021Jun 2024

Financial Advisor apprenticeship 

First Western Bank

Worked side by side with a expert, experienced advisor for three years to gain some experience in the field and get the initial processes of become a real financial advisor under my belt

Jun 2020May 2021

Enternship

Legacy National Bank

Observed the ways of a Financial planner to gain a better understanding of the everyday procedures and tasks you are faced with in this specific profession

Education

Aug 2016Jun 2020

Bachelor of Finance

Missouri Southern State University

Studied Financial law, Banking, and retirement planning for four years to prepare to become a financial advisor for a major bank.

Certifications

Aug 2024Sep 2024

RIA

Investment advisor representative.

Jul 2024Jul 2024

CFP

CFP board

gives the ability to sell financial products to consumers