Experience

EverOak Wealth Co.

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Jul 2020 - Present

  Customized Financial Planning & Investment Management Endowments, Foundations, & Corporate Asset Management Retirement Plan Consulting Business Exit Planning Tax Strategy & Planning Registered representative and investment advisor representative with Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financials Services, Inc. member FINRA/SIPC. EverOak Wealth Co. is independently owned and operated. 7222 Commerce Center… Show more Customized Financial Planning & Investment Management Endowments, Foundations, & Corporate Asset Management Retirement Plan Consulting Business Exit Planning Tax Strategy & Planning Registered representative and investment advisor representative with Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financials Services, Inc. member FINRA/SIPC. EverOak Wealth Co. is independently owned and operated. 7222 Commerce Center Drive, Colorado Springs, CO 80919 Show less


Rocky Mountain Field Institute (RMFI)
• United States
• Environmental Services
• 1 - 100 Employee
• Board Member

  • Feb 2021 - Present


Strategic Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Vice President - Wealth Management

  • 2015 - Jul 2020

• Wealth Management Advisor

  • 2010 - 2015