Experience

Gill Capital Partners

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Management Advisor

  • Dec 2014 - Present



Wagner Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Aug 2009 - Aug 2013

  Led the firm’s efforts to improve its financial planning capabilities through aggressive client sourcing, referral and sales pipeline development, and unparalleled service quality in alignment with Wagner mission and core values. Leveraged knowledge of investment instruments and wealth preservation strategies to increase business. Contributed new business to existing AUM. Worked with banks and trust companies as their investment advisor in financial planning. Participated in compliance, risk assessment, investment systems analytics and policy administration. Show less



Wealth Legacy Institute

• Cherry Creek

• Private Wealth Advisor

  • Mar 2003 - Aug 2009

  Promoted twice from initial position as Receptionist to Paraplanner to Private Wealth Advisor. Facilitated the transition from a Broker / Dealer to independent entity with Schwab Institutional as Custodian. Participated in client and office meetings and handled follow-up to resolve client concerns, issues and ensure satisfaction. Reconciled daily account activity in Portfolio Center and downloaded to website. Backed up and secured all data, and maintained CRM through Junxure. Created Risk Assessment Questionnaire, 90-day Action Planning Map, Data Gathering Organizer, Compliance and Policy Manuals. Show less