Wealth Advisor

• Apr 2023 - Present

As a seasoned Wealth Advisor, my primary focus is on generational wealth planning, helping you create a lasting financial legacy. I understand the intricacies of trust and estate planning, and the importance of ensuring your wealth benefits your loved ones for generations to come. My approach is comprehensive, taking into account your unique financial landscape and long-term goals. I specialize in crafting strategies that safeguard your wealth, minimize estate taxes, and facilitate a smooth transition of assets across generations. Building a relationship based on trust and transparency is at the heart of my practice. I am committed to understanding your vision for your family's future and working closely with you to make that vision a reality. Together, we will create a robust wealth management plan that ensures your legacy thrives, providing financial security for your family for generations to come. Your legacy is my commitment. Let's build a prosperous future for your loved ones together. Show less

Strategic Advisor | Member Consultant | Expert Witness For Financial Services

• Apr 2019 - Present

Provided expert witness analysis, reports and opinions for major litigation cases concerning financial transactions totaling over $2b. Performed quantitative and qualitative analysis to evaluate and diagnose business and management decisions across public, government, and private sectors. Proposed courses of action and solutions based on industry best practices. Delivered recommendations to multiple Fortune 500 Firms on marketing, competition landscape and revenue driving marketing improvements Provided expert witness analysis, reports and opinions for major litigation cases concerning financial transactions totaling over $2b. Performed quantitative and qualitative analysis to evaluate and diagnose business and management decisions across public, government, and private sectors. Proposed courses of action and solutions based on industry best practices. Delivered recommendations to multiple Fortune 500 Firms on marketing, competition landscape and revenue driving marketing improvements

Founder

• Aug 2021 - Jul 2023

Co-Founder of Odegee Data | High Net Worth Individuals Data & Insights Platform

• Jun 2019 - Jul 2023

Built for financial services. Turning data into insightful, real-time and actionable prospects. Automate your pipeline, prospect demographics and target markets into your clients.

Founder

• Oct 2019 - Jan 2020

Platform that automates and delivers a pipeline of high net worth opportunities. Created for financial advisors, wealth planners and financial professionals that market to high net worth individuals and families. The Odegee Platform cultivates Data & intelligence to deliver opportunities and growth to Wealth Advisors.

Wealth Management Advisor

• Nov 2015 - Oct 2019

As a Wealth Advisor and Portfolio Manager, I coordinate liquidity and cash management and commercial loan financing services for clients. I review financial statements to identify progress and correlate objectives as well as analyze tax minimization and financial strategies. I successfully partner with local startup incubators and train new entrepreneurs in the startup ecosystem and technology application. Also, my duties include searching for business opportunities on national and international levels. I thoughtfully communicate with clients on monthly key performance results, trends, and investment opportunities. I also assist with the recruitment of new advisors for the Financial Advisor Development Program. I was instrumental in executing the Philanthropic Securities Program by establishing successful relationships with clients for the YMCA and United Way branches. I received RAFA Certification to maintain 401(k) plans. Show less

Flight Paramedic

• Mar 2010 - Mar 2016

As an Aeromedical Evacuation Technician, I was responsible for providing medical treatment and emergency care to flying and special operational duty staff. I managed records for deploying members as well as physiological measurements. I was charged with supervising and training new team members to achieve consistency in operations while ensuring Ensured safety of patients, crew, and the aircraft during in-flight or ground operations. I also coordinated evacuation activities in case of an emergency. I was promoted to the rank of E-5 Staff Sergeant. My efforts were awarded when I achieved the highest scores during the inspection and in physical fitness exams. I received the certifications in ACLS (Advanced Cardiac Life support) and ATLS (Advanced Trauma Life Support). Show less