Experience

Reflective Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Founder / Anti-CEO

  • Feb 2022 - 1 year 11 months

  Dallas, Texas Reflective Wealth exists to create more joy and more wealth for more people. We help our clients use their money to create a life of joy and fulfillment. Through greater efficiency and less greed, we make financial advice and wealth planning accessible to everyone. At an affordable price. No matter the size of your portfolio.



Affordable Freedom Podcast

• Host and Community Leader

  • Jul 2023 - 6 months



1st Gen Entrepreneurs

• United States
• Social Networking Platforms
• 1 - 100 Employee

• Founding Member

  • Dec 2022 - 1 year 1 month

  An online community for 1st Gen Entrepreneurs, this is a space for fellow business owners to help each other succeed. By offering tips, tools, and resources from all different industries and backgrounds, we help each other avoid the pitfalls that cause so many businesses to fail. None of us knows everything, all of us know something: because each member brings their unique experience and perspective, we’re able to crowdsource a wealth of advice — from business finance and legal to… Show more An online community for 1st Gen Entrepreneurs, this is a space for fellow business owners to help each other succeed. By offering tips, tools, and resources from all different industries and backgrounds, we help each other avoid the pitfalls that cause so many businesses to fail. None of us knows everything, all of us know something: because each member brings their unique experience and perspective, we’re able to crowdsource a wealth of advice — from business finance and legal to technology and leadership. All the support you need, under one roof. If you’re feeling like running your own business is getting away from you or you’d like to connect with other entrepreneurs who can help your company thrive, check us out at: 1stgen.biz Show less



Fisher Investments

• United States
• Financial Services
• 700 & Above Employee

• Investment Counselor - Private Client Group

  • Jul 2018 - Aug 2020

  Plano, Texas I advised clients of the Fisher Investments high-net-worth Private Client Group, overseeing more than $200 million of invested assets.



SmartTrust®

• United States
• Financial Services
• 1 - 100 Employee

• Regional Vice President

  • Jul 2014 - Jul 2018

  Dallas-Fort Worth Metroplex Regional consultant to financial advisors at both independent practices and two of the five largest wealth management firms in the U.S. I specialized in tactical investment, income-enhancing and practice management strategies.



Advisors Asset Management, Inc.

• United States
• Financial Services
• 200 - 300 Employee

• Regional Vice President

  • Sep 2012 - Jul 2014

  Dallas-Fort Worth Metroplex Regional consultant to financial advisors at four of the five largest wealth management firms in the U.S. I specialized in the integrative application of both passive and active investment strategies.

• Internal Sales Consultant

  • Feb 2011 - Sep 2012

  Lisle, Illinois, United States



Guggenheim Partners

• United States
• Financial Services
• 700 & Above Employee

• Regional Sales Associate

  • Mar 2007 - Feb 2011

  Greater Chicago Area Internal consultant to financial advisors at the majority of large wirehouse firms, as well as independent advisory firms. I served as a product specialist on a multitude of investment strategies, within Exchange Traded Funds (ETFs), Unit Investment Trusts (UITs) and Closed-End Funds (CEFs).



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 2006 - Mar 2007

  Lombard, Illinois, United States Hired to make 100+ phone calls per day and sell financial products to everyday folks. Was a terrible fit for me.