Managing Director and Financial Advisor

• Mar 2023 - Present

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities. Sec.gov Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities. Sec.gov

Senior Financial Advisor

• Nov 2019 - Mar 2023

At Oakwood Capital Advisors, we take a team approach to planning. Utilizing the individual strengths of each member, with a combined experience of over 50 years, ensuring the best possible outcome for our clients. We follow a goals-based process that incorporates all the pieces of your financial puzzle together as your life unfolds and needs evolve. Once defined, we develop a written plan to keep both you as the client, and us as the advisors, accountable on the direction we are taking as we work together to achieve those goals. After we structure your plan, we can provide individual solutions in retirement planning, investment management, tax planning, estate planning & wealth transfer, and insurance & risk management to get your plan on the right path. Once in place, we review periodically to ensure the plan is on track and you are able to enjoy life to the fullest. Show less

Sr Vice President of Business Development

• Jan 2018 - Apr 2020

Director of Sales

• Jan 2015 - Jan 2018

External Wholesaler- FMO Distribution

• 2012 - Jan 2015

My role is designed to retain and grow Fixed Indexed Annuity sales with Allianz's top producers doing business through a marketing organization based in the Southeast Region.

Sr. Sales Trainer

• 2011 - 2012

Internal Wholesaler

• Oct 2009 - Oct 2011

Financial Advisor

• 2008 - Oct 2010

Associate Advisor

• 2006 - 2008