Experience

WhiteRock Wealth Design

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • May 2021 - Present

  Financial Advisor, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. White Rock Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Financial Advisor, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. White Rock Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • May 2019 - May 2021

  I develop and maintain investment portfolios for individuals and families to help give them increased confidence regarding their financial futures. © 2019 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Show less