I have been a Financial Advisor with Equitable Advisors since 2018. I began my career with Equitable Advisors as an Executive Assistant in 2013, while completing my BS in Finance at the University of Texas Dallas.
I graduated with a BS in Finance from The University of Texas at Dallas in 2018; where I joined Gamma Iota Sigma, the international risk management, insurance, and actuarial science fraternity. I have held my Life and Health license for almost a decade and have also passed the Series 7 and 66 registration exams.
CERTIFIED FINANCIAL PLANNER™ professional
In 2022 I passed the CFP® certification exam. As part of the certification, CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam.
I am married to my best friend and middle school sweetheart Meagan. We live in downtown Dallas and enjoy going to Stars games, concerts, and the movies. In my free time I enjoy gaming, learning new skills, and grabbing a good burger with my friends.
California Insurance License #: 4241259
Arkansas Insurance License #: 16963830
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Eshelman Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.