Managing Director, Partner & Wealth Advisor, CFP®, CLU®, ChFC®, RICP®

• Jan 2019 - Present

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third Party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. Endorsements, Recommendation, and/or Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results may vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience. Show less

Senior Financial Advisor, CFP®, CLU®, ChFC®, RICP®

• Aug 1994 - Jan 2019

Financial Consultant

• Oct 1989 - Sep 1994

Started up an investment center and ran it for 5 years. Started up an investment center and ran it for 5 years.