Dallas, TX
Started in the Financial Services Industry in 2017. Operating internally within ISC Group, Inc. providing support for our 457, 403(b), 401(a) and 401(k) Retirement Plans. Also operating internally for our Home Office advisory team and their current lines of business and servicing to individual clients needs. Holds Series 7 and 66 licenses (TX, AR, CO, NM), General Lines – Life, Accident & Health for the State of Texas and Nonqualified Plan Advisor Certificate (NQPA) provided by the National Association of Plan Advisors (NAPA) for 2019. Graduated from Millsaps College in Jackson, MS with a Bachelors Degree in Business Administration with a Focus in Finance and Honors in Finance. Participated in the 2016-2017 CFA Research Challenge.