Experience

Ancora Holdings Group

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Vice President, Financial Planning

  • Aug 2023 - Present



Capital Advisors, Ltd.

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Management Analyst

  • Jan 2022 - Jul 2023

  Advisory Services offered through Capital Advisors, Ltd., LLC, Registered Investment Adviser. An Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Capital Advisors, Ltd., LLC and the above named firm are independent and non-affiliated. www.capitaladvisorsltd.com - www.linclninvestment.com



Carver Financial Services, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Associate

  • Jan 2019 - Dec 2021

  Mentor, Ohio Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Carver Financial Services. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see the “Social Media Disclosure” in the “Contact Info” section.

• Intern

  • Aug 2017 - Dec 2018

  Mentor, Ohio Currently working and internship at an independent financial services office that focuses on financial planning for clients. Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Carver Financial Services. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. For important… Show more Currently working and internship at an independent financial services office that focuses on financial planning for clients. Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Carver Financial Services. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see the “Social Media Disclosure” in the “Contact Info” section.