Experience

AIS Planning

• United States
• Financial Services
• 1 - 100 Employee

• Certified Financial Planner

  • 2001 - Present

  AIS Planning works with motivated individuals/couples that value an unbiased independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees' financial well-being. We help people think bigger, plan better, and enjoy more by providing unbiased, trustworthy advice. AIS Planning works with motivated individuals/couples that value an unbiased independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees' financial well-being. We help people think bigger, plan better, and enjoy more by providing unbiased, trustworthy advice.



PrimeVest Financial Services

• United States
• Financial Services

• 8 Titles in 10 Years

  • Mar 1991 - May 2001

  I initially interned at PVFS as the "Name Change Coordinator" and was offered a full-time job in Compliance prior to graduation. I obtained my securities and insurance licenses and spent the next 10 years trying new roles as the company grew from 50 to 300+ people. Along the way I developed a handfull of client-advisory relationships, but spent most of my time with a variety of positions in compliance, marketing and training. I was also responsbile for the development and delivery of a platform of various software and internet-based tools for financial advisors. During my last two years I decided to test my skills as a full-time commissioned advisor, responsible to 2000+ "house" clients across 10 states. It was then I realized I had a passion for serving/advising clients, but was better suited as a financial planner. That led to my opportunity with AIS Planning, which was founded while working with Mike Sipe at PrimeVest. Show less