Experience

Cardan Capital Partners

• United States
• Financial Services
• 1 - 100 Employee

• Chief Compliance & Operations Officer

  • 2019 - Present

  At Cardan Capital Partners, our mission is to provide our clients with the optimal path to wealth accumulation, retention and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We offer a truly holistic approach to wealth management, addressing all aspects of our clients’ financial lives — from trust and estate planning, tax strategy and risk management to lending, retirement, education and charitable giving. At Cardan Capital Partners, our mission is to provide our clients with the optimal path to wealth accumulation, retention and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We offer a truly holistic approach to wealth management, addressing all aspects of our clients’ financial lives — from trust and estate planning, tax strategy and risk management to lending, retirement, education and charitable giving.



Private Capital Management

• Chief Operations Officer, Chief Compliance Officer

  • 2018 - 2019



Wagner Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Principal, Director of Operations

  • 2011 - 2018

  Wagner Wealth Management was acquired by Private Capital Management in 2018. Wagner Wealth Management was acquired by Private Capital Management in 2018.



Goodrum Consulting LLC

• Principal

  • 2003 - 2011

  Providing business development, marketing and operations management experience in the investment industry including independent investment firms, institutional equity money management, large brokerage and private investment sponsors. Providing business development, marketing and operations management experience in the investment industry including independent investment firms, institutional equity money management, large brokerage and private investment sponsors.



Cambiar Investors

• United States
• Investment Management
• 1 - 100 Employee

• Vice President, Marketing

  • 1996 - 2003



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Manager

  • 1991 - 1996