Wealth Management Advisor

• Jan 2019 - Present

As a fee-based firm without any allegiance to a specific investment, product, or insurance company, we share a cohesive, collaborative vision to keep your interests above all else. Here, you are treated as a client of our entire firm -- not of just a single advisor. This means you have unfiltered access to the expertise and key strengths of all partners, advisors, and support staff throughout your journey with us. Our solid team foundation is what enables us to succeed, as well as to recruit and develop the next generation of financial leaders. Serving as testament to our collaborative approach, we have built many enduring client relationships spanning decades and multiple generations. Show less

Business Owner

• Sep 2012 - Present

Host & Producer of the FLIP Podcast

• Nov 2019 - Dec 2021

Helping you to refine your financial and leadership intelligence while discovering your purpose! Helping you to refine your financial and leadership intelligence while discovering your purpose!

Wealth Management Advisor

• Aug 2017 - Jan 2019

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209. 704-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect,wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Show less

Financial Advisor

• Jan 2012 - Aug 2017

Responsible for helping individuals and small business owners achieve financial security. Responsible for helping individuals and small business owners achieve financial security.

Outside Sales Representative

• Jan 2011 - Jan 2012

Responsible for progressively maintaining contacts with established customers and sourcing new business through prospecting new customers; carrying out sales and merchandising programs as directed and recommending new items for stock; keep management informed of local competition and market conditions.

Customer Service Representative

• Jul 2008 - Dec 2010

Responsibilities included coordinating the prompt handling of all customer requests, order entry, pricing, expediting, billing, order maintenance, credit and claims. I take an active role in selling Graybar goods and services on all inbound and outbound calls while providing support on product selection and application.

Counter Sales Representative

• Sep 2007 - Jul 2008

Responsibilities included meeting the needs of my customers through prompt service, a commitment to continuing education in order to better market our products, and recommending new stock lines based on market needs

Delivery Driver

• Jul 2006 - Sep 2007

Responsibilities included delivering material to customers in an efficient & courteous manner and notifying management of stock shortages.