Experience

KMG Fiduciary Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Analyst

  • Jan 2020 - Present

  KMG Fiduciary Partners, LLC is an innovative, entrepreneurial financial planning and asset management firm. As a fiduciary, we are obligated to put our clients first and we are uniquely qualified to help each one reach their personalized goals. As a premier independent firm for like-minded clients and advisors, we will always act in a fiduciary capacity, and have a commitment to long term success and the desire to have a meaningful working relationship. We seek to help each and every… Show more KMG Fiduciary Partners, LLC is an innovative, entrepreneurial financial planning and asset management firm. As a fiduciary, we are obligated to put our clients first and we are uniquely qualified to help each one reach their personalized goals. As a premier independent firm for like-minded clients and advisors, we will always act in a fiduciary capacity, and have a commitment to long term success and the desire to have a meaningful working relationship. We seek to help each and every client reach their financial goals and achieve long term success through personalized financial plans designed specifically to meet their individual needs. KMG Fiduciary Partners, LLC offers a comprehensive collection of services unrestricted by specific products. As a fiduciary firm, we are not bound by any products and services of any one company, and have the flexibility to source tailored solutions for you. Show less



Morgan Stanley Wealth Management

• Financial Services
• 200 - 300 Employee

• Registered Associate

  • Sep 2013 - Jan 2020

  Birmingham, Michigan I am a Registered Associate with the KMBH Group at Morgan Stanley. I help run the daily operations of the group. View KMBH Group's website: http://www.morganstanleyfa.com/kmbhgroup/

• Client Services Representative

  • Feb 2013 - Sep 2013

  Columbus, Ohio Area



BGSU Ice Arena

• Student Supervisor

  • 2008 - Aug 2012

  BGSU Ice Arena Completing employee evaluations Conducting interviews and new student hiring Communicating with entire student staff and keeping them in communication with all professional staff Communicating with customers and satisfying all of their needs Created advertisements consisting: pamphlets & showcases