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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Apr 2012 - Present

      Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Research Analyst
      • Jul 2011 - Nov 2011

    • Senior Financial Advisor
      • Jan 2009 - Jul 2011

    • United States
    • Associate Account Manager
      • Dec 2006 - Sep 2008

    • Senior Financial Planner/Financial Planner/Financial Analyst
      • Feb 2005 - Dec 2006

Education

  • Michigan State University
    Finance, Psychology
    1993 - 2000

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