Experience

1847 Financial (formerly known as Penn Mutual Wealth Strategies)

• United States
• Financial Services
• 1 - 100 Employee

• College and Financial Planner

  • Jan 2022 - Present

  Addison, Texas, United States

• Financial Advisor

  • Jan 2022 - Sep 2023

  Addison, Texas, United States I am a financial services professional with 19 years experience working through Penn Mutual Wealth Strategies and Estate Planning Team. We help people save and recapture hundreds of thousands of dollars in taxes, planned losses that can double your retirement income, help you stay in greater control of your wealth when you sell your business, practice, or property, recapture college costs and help guide you through special needs issues.



Estate Planning Team

• United States
• Financial Services
• 1 - 100 Employee

• Capital Gains Tax Mitigation Specialist

  • May 2022 - Sep 2023

  Los Angeles, California, United States I am a member of the Estate Planning Team, a team of professionals trained in the principles and strategies of business planning and wealth succession planning implementing the Deferred Sales Trust. Estate Planning Team is a professional group of highly trained advisors comprised of tax attorneys, advisors, brokers and CPAs committed to assisting clients with business transitions. The Deferred Sales Trust is a tax-deferral strategy. Over the next twenty years, it is estimated that… Show more I am a member of the Estate Planning Team, a team of professionals trained in the principles and strategies of business planning and wealth succession planning implementing the Deferred Sales Trust. Estate Planning Team is a professional group of highly trained advisors comprised of tax attorneys, advisors, brokers and CPAs committed to assisting clients with business transitions. The Deferred Sales Trust is a tax-deferral strategy. Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situations. According to Pew Research Center, roughly 10,000 baby boomers will turn 65 today, and about 10,000 more will cross that threshold every day for the next 15 years. The work we do eliminates the problem of being forced to do a 1031 exchange or losing thousands of dollars by paying capital gains taxes, and helps you have more sustainable dollars and more control over your wealth. Show less



Cody and Associates

• United States

• Owner

  • Jul 2006 - Sep 2023

  Greater Nashville Area, TN Same descriptions as above.

• PS&G Financial Partners

  • Mar 2021 - Dec 2021

  United States



MassMutual Financial Group

• United States
• Investment Management

• Financial Advisor

  • Feb 2003 - Jul 2006

  Greater Nashville Area, TN