Experience

TSG Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director at TSG Wealth Management

  • Feb 2022 - Present



GM Wealth Management

• Visalia, California Area

• President

  • Dec 2019 - Jan 2022

  Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. GM Wealth Management is a separate entity from WFAFN. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. GM Wealth Management is a separate entity from WFAFN.



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President - Branch Manager

  • Feb 2009 - Dec 2019

  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Investments / Branch Manager

  • Jul 1993 - Feb 2009