Experience

Farther

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Wealth Advisor

  • Oct 2023 - Present

  More than 30 years of financial services experience providing objective, independent, impartial, and comprehensive advice and service to individuals and families. Everything we do is centered around you and the life you want. Ultimately, money is just fuel. For each person, though, a rich life means something different. More than 30 years of financial services experience providing objective, independent, impartial, and comprehensive advice and service to individuals and families. Everything we do is centered around you and the life you want. Ultimately, money is just fuel. For each person, though, a rich life means something different.



Goldman Sachs Personal Financial Management

• United States
• Financial Services
• 100 - 200 Employee

• Vice President

  • Jul 2019 - Oct 2023



United Capital Financial Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Sr. Wealth Advisor

  • Oct 2012 - Jul 2019



Girard Securities, Inc.

• A Registered Representative

  • Jan 2013 - Mar 2015



Schultz Collins

• United States
• Investment Management
• 1 - 100 Employee

• Senior Financial Advisor

  • Apr 2002 - Oct 2012

  Non-discretionary, fee based lead financial adviser for high net worth individuals and families, trusts & institutions. Customized solutions to meet unique and dynamic goals and objectives of my clients. Collaboratively developed with the client, their portfolio design and investment policy, taking into account return and spending requirements, risk tolerance, tax situation, investment horizon, liquidity needs, legal structures and other individual circumstances. Non-discretionary, fee based lead financial adviser for high net worth individuals and families, trusts & institutions. Customized solutions to meet unique and dynamic goals and objectives of my clients. Collaboratively developed with the client, their portfolio design and investment policy, taking into account return and spending requirements, risk tolerance, tax situation, investment horizon, liquidity needs, legal structures and other individual circumstances.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management

  • Sep 1999 - Nov 2001

  Identified and cultivated new relationships by targeting large shareholders of publicly traded companies, founders of privately held companies and other high-net-worth families. Completed eight month Private Wealth Management Training in New York. Areas of experience include: sophisticated asset allocation modeling and implementation, alternative investments (including Real Estate, Exchange Funds, Hedge Funds, and Private Equity) as well as derivative, equity and fixed income strategies.… Show more Identified and cultivated new relationships by targeting large shareholders of publicly traded companies, founders of privately held companies and other high-net-worth families. Completed eight month Private Wealth Management Training in New York. Areas of experience include: sophisticated asset allocation modeling and implementation, alternative investments (including Real Estate, Exchange Funds, Hedge Funds, and Private Equity) as well as derivative, equity and fixed income strategies. Additionally, advised on the strategy and implementation of various estate-planning techniques. Show less Identified and cultivated new relationships by targeting large shareholders of publicly traded companies, founders of privately held companies and other high-net-worth families. Completed eight month Private Wealth Management Training in New York. Areas of experience include: sophisticated asset allocation modeling and implementation, alternative investments (including Real Estate, Exchange Funds, Hedge Funds, and Private Equity) as well as derivative, equity and fixed income strategies.… Show more Identified and cultivated new relationships by targeting large shareholders of publicly traded companies, founders of privately held companies and other high-net-worth families. Completed eight month Private Wealth Management Training in New York. Areas of experience include: sophisticated asset allocation modeling and implementation, alternative investments (including Real Estate, Exchange Funds, Hedge Funds, and Private Equity) as well as derivative, equity and fixed income strategies. Additionally, advised on the strategy and implementation of various estate-planning techniques. Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management

  • Jun 1998 - Aug 1998

  Completed ten-week Equity Summer Associate Training Program. During this program became proficient in the inner working of an investment banking firm, including Equity and Fixed Income Trading and Research, Derivatives, Investment Management, and Capital Markets. Received full-time offer as Private Wealth Manager in San Francisco. Completed ten-week Equity Summer Associate Training Program. During this program became proficient in the inner working of an investment banking firm, including Equity and Fixed Income Trading and Research, Derivatives, Investment Management, and Capital Markets. Received full-time offer as Private Wealth Manager in San Francisco.



Robertson Stephens

• United States
• Financial Services
• 1 - 100 Employee

• Investment Mangement - Media/Public Relations Director and Mutual Fund Sales

  • 1993 - 1997

  Initially sold mutual funds and provided investment advice to individual investors. Became the Chief spokesperson for Robertson Stephens Investment Management. Developed and implemented national communications and marketing programs to more effectively promote corporate image, introduce new products, and increase assets under management. Served as firm's delegate to the Investment Company Institute in Washington D.C. Initially sold mutual funds and provided investment advice to individual investors. Became the Chief spokesperson for Robertson Stephens Investment Management. Developed and implemented national communications and marketing programs to more effectively promote corporate image, introduce new products, and increase assets under management. Served as firm's delegate to the Investment Company Institute in Washington D.C.



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Management Training

  • 1991 - 1993

  Two-year rotational training program learning the inner workings of an extremely successful asset management firm. Defined Contribution Specialist, Franklin Institutional Services Corporation Marketing Research Analyst, Franklin Institutional Services Corporation Assistant Research Analyst, Municipal Bond Department Two-year rotational training program learning the inner workings of an extremely successful asset management firm. Defined Contribution Specialist, Franklin Institutional Services Corporation Marketing Research Analyst, Franklin Institutional Services Corporation Assistant Research Analyst, Municipal Bond Department



ATP Tour

• United States
• Spectator Sports
• 400 - 500 Employee

• Association of Tennis Professionals Tour

  • 1989 - 1990

  Toured and competed in United States, Europe and Asia. Achieved world doubles Ranking Toured and competed in United States, Europe and Asia. Achieved world doubles Ranking