Experience

SignalPoint Asset Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner and CEO

  • Jan 2017 - Present

  - responsible for day to day activities including working with team members, interacting with professionals from other firms, and advising clients - advising clients on the technical and emotional aspects involved with retirement planning, estate planning, portfolio management, and more - developing performance measures and monitoring systems that support the company’s strategic direction - responsible for day to day activities including working with team members, interacting with professionals from other firms, and advising clients - advising clients on the technical and emotional aspects involved with retirement planning, estate planning, portfolio management, and more - developing performance measures and monitoring systems that support the company’s strategic direction



Walnut Capital Management

• United States

• Managing Partner

  • Feb 2007 - Jan 2017

  - developed and implemented financial management strategies that reflect short-term and long-term objectives for our clients - directed and coordinated the daily operations of the company - developed and implemented financial management strategies that reflect short-term and long-term objectives for our clients - directed and coordinated the daily operations of the company



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President / Financial Advisor

  • 2001 - 2007

  - assessed client needs to establish long term goals and implement financial strategies - assessed client needs to establish long term goals and implement financial strategies



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 1994 - 2001

  - created customized wealth planning strategies to enable clients to reach both personal and financial goals - created customized wealth planning strategies to enable clients to reach both personal and financial goals