Experience

TrustBank

• United States
• Banking
• 1 - 100 Employee

• Chief Wealth Strategist

  • Feb 2013 - Present

  I work with individuals and business owners to help them coordinate their financial lives without making it more complicated and without them having to take on more risk. TrustBank is a 100 year old bank offering all of the mainstream banking services along with wealth management capablilities delivered by a team of very experienced professionals in local offices in Phoenix and the East Valley area. I work with individuals and business owners to help them coordinate their financial lives without making it more complicated and without them having to take on more risk. TrustBank is a 100 year old bank offering all of the mainstream banking services along with wealth management capablilities delivered by a team of very experienced professionals in local offices in Phoenix and the East Valley area.



Independent Planner and Insurance Producer

• Arizona

• President

  • Mar 2008 - Feb 2013



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• VP, Wealth Strategist

  • Apr 2007 - Mar 2008



BMO Private Wealth

• Canada
• Financial Services
• 700 & Above Employee

• VP, Client Advisory Officer

  • May 2005 - Apr 2007



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • 1991 - 2005