Experience

Buttonwood Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Client Services Manager

  • Mar 2021 - Present

  Buttonwood Capital Management is an independent financial planning, wealth management, and strategic advisory firm. We hold ourselves to a fiduciary standard, providing counsel to our clients and their families with the purpose of preserving and growing their wealth, while maintaining a legacy for future generations. For over 20 years, our goal remains unchanged - To produce the highest standard of advice and guidance regarding all facets of our client’s lives. This principle driven approach is at the heart of what we do every day. It allows us to make better decisions, which may translate into greater success for our clients. Securities offered through LPL Financial, Member FINRA/SIPC.- Investment advice offered through Buttonwood Capital Management, a registered investment advisor and separate entity from LPL financial. For hyperlinks to FINRA and SIPC please refer to the website sections above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Edelman Financial Engines

• United States
• Financial Services
• 700 & Above Employee

• Investment Advisor

  • Aug 2019 - Mar 2021



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Retail Investment Services Associate

  • Sep 2017 - Aug 2019



Canyon Ranch

• United States
• Hospitality
• 700 & Above Employee

• Front Office Manager

  • Jan 2010 - Sep 2017