Founding Partner, Private Wealth Advisor

• Oct 2021 - Present

Vice President | Portfolio Manager | CRPS® |Financial Advisor

• Jan 2012 - Oct 2021

As an Advisor who is also a Chartered Retirement Plan Specialist I focus on retirement plan solutions that are uniquely tailored to each individual company. As an experienced 401(k) Advisor at Morgan Stanley, I continuously outline and implement better processes for 401(k) plans, to help improve the results and increase the odds that my clients and their employees can achieve their financial goals. © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Show less

Financial Advisor

• 1998 - 2012

Built a network of relationships with loan officers, tellers, and bank management, providing financial strategies and products for investments, asset management and retirement planning. Built a network of relationships with loan officers, tellers, and bank management, providing financial strategies and products for investments, asset management and retirement planning.

President

• 1998 - 2012

Responsible for managing the investment area for a local community bank with 4 branches. Trained advisors and bank personnel, held regular board meetings, oversaw compliance and advertising budget, responsible for achieving bank's projected the income goals. Held a Series 7, 63 and 24 license. Direct reports included CPAs, Financial Advisors, and Administrative Assistants. Responsible for managing the investment area for a local community bank with 4 branches. Trained advisors and bank personnel, held regular board meetings, oversaw compliance and advertising budget, responsible for achieving bank's projected the income goals. Held a Series 7, 63 and 24 license. Direct reports included CPAs, Financial Advisors, and Administrative Assistants.

Financial Advisor

• 1999 - 2011

Created a start up book of business through bank referrals and industry-related networking relationships. Created a start up book of business through bank referrals and industry-related networking relationships.

Leadership Board

• 2008 - 2009

Responsible for raising capital for American Diabetes Association. Fund raising efforts were used primarily to send children, suffering from diabetes, to summer camp. Helped organize fund raising events such as "Big ADA Gala" and "ADA Annual Walk Event". Responsible for raising capital for American Diabetes Association. Fund raising efforts were used primarily to send children, suffering from diabetes, to summer camp. Helped organize fund raising events such as "Big ADA Gala" and "ADA Annual Walk Event".

Financial Consultant

• 1994 - 1998

Built a financial planning and assets management business through grassroots marketing strategies of networking and cold calling. Held series 7, and 65 license. Built a financial planning and assets management business through grassroots marketing strategies of networking and cold calling. Held series 7, and 65 license.

Sales manager

• 1987 - 1994

Managed medical device sales representatives in Kansas City and Wichita territories. Responsible for sales to hospitals and medical supply dealers. Managed medical device sales representatives in Kansas City and Wichita territories. Responsible for sales to hospitals and medical supply dealers.