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Experience

    • Financial Services
    • 1 - 100 Employee
    • Chief Financial Officer
      • Jul 2022 - Present

    • Business Development Officer
      • Jan 2020 - Aug 2022

      Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

    • Wealth Services Specialist
      • 2012 - Jan 2020
    • Financial Services
    • 500 - 600 Employee
    • Financial Advisor
      • 2012 - 2013
    • United States
    • Furniture
    • Managing Partner
      • 2006 - 2010
    • Director of Operations
      • 1991 - 1999

Education

  • Carson-Newman University
    Bachelor of Science, Business Administration
    1988 - 1991

Community

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