Experience

RFG Advisory

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Jan 2023 - Present

  Phoenix, Arizona, United States All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG" or "RFG Advisory"), a registered investment advisor. Advisory services are only offered to clients or prospective clients… Show more All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG" or "RFG Advisory"), a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. Show less



215 Advisors, LLC

• Investment Advisor Representative

  • Aug 2016 - Dec 2020

  Peoria, Arizona, United States



Voya Financial

• United States
• Financial Services
• 700 & Above Employee

• Investment Advisor Representative

  • Sep 2014 - Aug 2016



McKelvey Financial

• Independent Financial Advisor

  • Apr 2008 - Aug 2016

  Peoria, AZ Financial planning and investment advisory services through 215 Advisors, LLC, a Registered Investment Advisor in the State of California and Arizona. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or… Show more Financial planning and investment advisory services through 215 Advisors, LLC, a Registered Investment Advisor in the State of California and Arizona. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Show less



ING Financial Partners, Inc.

• Investment Advisor Representative

  • Apr 2008 - Aug 2014