Senior Wealth Advisor

• Jan 2022 - Present

Wealth Advisor

• Oct 2020 - Jan 2022

Associate Wealth Advisor

• Jun 2019 - Oct 2020

Adjunct Professor

• May 2019 - Present

Audit & Assurance Audit & Assurance

Audit Assistant

• Oct 2018 - Jun 2019

Vice President and Financial Advisor

• Mar 2017 - Oct 2017

• Provide retirement and estate planning, investment advice, and tax strategies for 85+ high wealth clients with $30M in assets under management as a Series 65 licensed investment advisor • Coordinate portfolio reviews with clients to regularly evaluate performance and achieve financial goals • Review client’s portfolio performance with them and inform them about risk, return, and value investing • Generate new clients using personal, face-to-face approach that builds trust and… Show more • Provide retirement and estate planning, investment advice, and tax strategies for 85+ high wealth clients with $30M in assets under management as a Series 65 licensed investment advisor • Coordinate portfolio reviews with clients to regularly evaluate performance and achieve financial goals • Review client’s portfolio performance with them and inform them about risk, return, and value investing • Generate new clients using personal, face-to-face approach that builds trust and emphasizes personal service TESTIMONIALS ARE NOT PERMITTED BY LAW: The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of Altrius Capital Management, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about Altrius Capital Management with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC regulations, any posts that can be interpreted as testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site. See lessSee less of undefined summary Show less • Provide retirement and estate planning, investment advice, and tax strategies for 85+ high wealth clients with $30M in assets under management as a Series 65 licensed investment advisor • Coordinate portfolio reviews with clients to regularly evaluate performance and achieve financial goals • Review client’s portfolio performance with them and inform them about risk, return, and value investing • Generate new clients using personal, face-to-face approach that builds trust and… Show more • Provide retirement and estate planning, investment advice, and tax strategies for 85+ high wealth clients with $30M in assets under management as a Series 65 licensed investment advisor • Coordinate portfolio reviews with clients to regularly evaluate performance and achieve financial goals • Review client’s portfolio performance with them and inform them about risk, return, and value investing • Generate new clients using personal, face-to-face approach that builds trust and emphasizes personal service TESTIMONIALS ARE NOT PERMITTED BY LAW: The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of Altrius Capital Management, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about Altrius Capital Management with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC regulations, any posts that can be interpreted as testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site. See lessSee less of undefined summary Show less

Accounting Administrator

• Sep 2013 - Feb 2017

• Performed all financial duties in the agency including: petty cash, commissions, bank reconciliations, insurance, employee reimbursements, budgets, and preparing financial statements • Processed all accounts payables and receivables • Generated monthly balance sheet, income statement, commission reports, and expense reports • Processed, tracked, and retrieved missing commissions for over 4,000 Blue Cross Blue Shield policies increasing annual commissions by approximately $70,000… Show more • Performed all financial duties in the agency including: petty cash, commissions, bank reconciliations, insurance, employee reimbursements, budgets, and preparing financial statements • Processed all accounts payables and receivables • Generated monthly balance sheet, income statement, commission reports, and expense reports • Processed, tracked, and retrieved missing commissions for over 4,000 Blue Cross Blue Shield policies increasing annual commissions by approximately $70,000 Show less • Performed all financial duties in the agency including: petty cash, commissions, bank reconciliations, insurance, employee reimbursements, budgets, and preparing financial statements • Processed all accounts payables and receivables • Generated monthly balance sheet, income statement, commission reports, and expense reports • Processed, tracked, and retrieved missing commissions for over 4,000 Blue Cross Blue Shield policies increasing annual commissions by approximately $70,000… Show more • Performed all financial duties in the agency including: petty cash, commissions, bank reconciliations, insurance, employee reimbursements, budgets, and preparing financial statements • Processed all accounts payables and receivables • Generated monthly balance sheet, income statement, commission reports, and expense reports • Processed, tracked, and retrieved missing commissions for over 4,000 Blue Cross Blue Shield policies increasing annual commissions by approximately $70,000 Show less

Accountant

• Jan 2005 - Dec 2011

• Prepared, analyzed, and distributed monthly, quarterly, and annual financial reports for pastor, principal, parish finance council and school advisory committee • Supported and co-led a team of 100+ volunteers in raising $1.5M for a capital campaign in Havelock, NC • Collected campaign pledges of $1.5M with a redemption rate of 98.7% • Prepared, analyzed, and distributed monthly, quarterly, and annual financial reports for pastor, principal, parish finance council and school advisory committee • Supported and co-led a team of 100+ volunteers in raising $1.5M for a capital campaign in Havelock, NC • Collected campaign pledges of $1.5M with a redemption rate of 98.7%