Experience

Family Office Networks

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Feb 2020 - 3 years 11 months

  Dallas, Texas, United States



Entoro

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Nov 2017 - 6 years 2 months

  Dallas, Texas Entoro Capital is a global investment bank that elevates traditional capital markets with the efficiency of modern technology. Entoro Is on the cutting edge of Securitized Token Offerings (STO’s) assisting both new and established companies looking to raise capital while maximizing the cost efficiency and flexibility of blockchain technology.



Luce Financial Partners

• United States

• CEO/Founding Partner

  • Mar 2017 - 6 years 10 months

  5900 Lake Forest Dr Ste 200 Mckinney, TX 75070



Five Stones Wealth Managment, LLC

• Founder and Managing Principal

  • Sep 2008 - Mar 2017

  As founder and Managing Principal my commitment is to ensure our clients investment experience is both predictable and successful. This is achieved through the collaberation, expertise, and objectivity found in our highly specialized partner network. Securities and advisory services offered LPL Financial, a registered investment advisor, member FINRA/SIPC



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President/Investment Strategist

  • Sep 2004 - Sep 2008

  Hired as the first Financial Advisor in Texas within Wachovia Bank (now Wells Fargo), I helped establish the Wachovia Investment Services Group in Texas and served on the exclusive Wealth Management Trust and Investment Advisory Services Board nationally during my tenure. My capacity included working as the Investment Strategist for the Wealth Management Team and personally advised many of the elite bank clients and the senior executive teams.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Advisor - Wealth Management Advisor

  • Jun 1995 - Sep 2004

  Serving as a Certified Financial Manger and Wealth Management Advisor my objective was simple; realizing my clients objectives. This included all aspects of portfolio mangement and was realized through a clear process and disciplined knowledge. My tenure at Merrill Lynch included serving as the regional financial planning specialist which entailed assiting other advisors and their clients complete sophisticated wealth stategies.