Wealth Advisor

• Aug 2013 - Present

As a team, Capital Planning provides comprehensive wealth management services to a diverse clientele. Our focus is to “understand what is important to our clients and plan their money around it”. Through, LPL Financial, the nation’s largest independent broker dealer as reported by Financial Planning magazine, June 1996-2020, based on total revenue. Capital Planning, is able to offer its services on a fee basis. LPL Financial does not have any proprietary investments, nor does it conduct investment banking. We abide by strict fiduciary standards with objective research and investment recommendations. Securities Offered Through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment Advice Offered Through Private Advisor Group, a Registered Investment Advisor and Separate Entity from LPL Financial. Financial Planning Services Offered Through Capital Planning Wealth Management, a Registered Investment Advisor and a separate Entity from LPL Financial. Show less

Client Support Specialist

• May 2011 - Jul 2013

•Answered inbound inquires from licensed users regarding functionality of eMoney Advisor software •Troubleshot any technical issues by phone and email regarding eMoney Advisor software •Documented all interactions with licensed users in appropriate database •Answered inbound inquires from licensed users regarding functionality of eMoney Advisor software •Troubleshot any technical issues by phone and email regarding eMoney Advisor software •Documented all interactions with licensed users in appropriate database

Leadership Counselor and Golf Instructor

• May 2010 - Aug 2010