Experience

Capital Investment Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor

  • Aug 2023 - Present

  Helping Families Find Happiness In Retirement. Helping Families Find Happiness In Retirement.



E*TRADE from Morgan Stanley

• Financial Services
• 700 & Above Employee

• Senior Financial Consultant

  • Feb 2020 - Aug 2023

  Focus on advisory services and referral networks.

• Financial Consultant

  • Nov 2012 - Feb 2020

  Provide education on company resources and consultative advice based on individual client needs and goals.



VALIC

• Financial Services
• 500 - 600 Employee

• Financial Professional

  • Jul 2012 - Nov 2012

  Helped individuals and small businesses reach their financial goals through meaningful face to face interactions. Focus on retirement planning and life insurance. Helped individuals and small businesses reach their financial goals through meaningful face to face interactions. Focus on retirement planning and life insurance.



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Professional

  • Oct 2008 - May 2012

  Worked with individuals and small businesses on retirement planning and life insurance. Worked with individuals and small businesses on retirement planning and life insurance.



University of Denver - Daniels College of Business

• United States
• Higher Education
• 200 - 300 Employee

• Graduate Assistant/Contractor

  • 2006 - 2008