Experience

Sequoia Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Director - Wealth Advisor Private Client Services

  • Apr 2019 - Present

  The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. AND Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less



Polaris Wealth Advisory Group

• United States
• Investment Management
• 1 - 100 Employee

• Retirement Plan Advisor

  • Sep 2016 - Apr 2019

  Advising and educating 401k participants on current financial matters as it applies to their retirement goals. Advising and educating 401k participants on current financial matters as it applies to their retirement goals.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor, Investment Advisor Representative

  • Sep 2015 - Aug 2016

  Advising individuals on investment matters, portfolio building, wealth transference, and protection of assets. Advising individuals on investment matters, portfolio building, wealth transference, and protection of assets.



Citizens

• United States
• Banking
• 700 & Above Employee

• Financial Consultant

  • Aug 2013 - Sep 2015

  I help my clients devise a structured plan to reach their financial goals by investing in mutual funds, annuities, managed money, and life insurance. I help my clients devise a structured plan to reach their financial goals by investing in mutual funds, annuities, managed money, and life insurance.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 2010 - Jul 2013



Chase

• United States
• Financial Services
• 700 & Above Employee

• Licensed Banker

  • Aug 2007 - Dec 2010