Experience

Carson Group

• United States
• Financial Services
• 200 - 300 Employee

• Associate Vice President

  • Apr 2022 - Present

  Introducing and welcoming South East Financial Advisors to Carson’s ecosystem.

• Business Development Consultant

  • Jun 2021 - May 2022

  Responsible for supporting the development of new business by accurately identifying and qualifying both Carson Group Coaching (CGC) and Carson Group Partners (CGP) opportunities.



Solution Driven Wealth, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2020 - Jun 2021

  Investment Advisor Representative / Insurance Broker. Primary consultant who draws upon specialists within our organization to find solutions that fit our clients' specific financial circumstances. Provide ongoing asset and wealth management services, income distribution planning, college savings planning and estate conservation consultation. For the business owner: Provide ongoing group benefit analysis including cost comparisons between competitive carriers, negotiation as to rate reductions for the benefit of our clients. Evaluate the current retirement plan in place and analyze whether there may be advantages to switching to a new vendor. Consult with the business owner on proper succession planning strategies. I am licensed to sell Securities in the following states: California, Connecticut, Illinois, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia. Registered Representative/Securities and Investment Advisory services offered through Signator Investors, Inc. member FINRA, SIPC, a Registered Investment Adviser. 290 West Mount Pleasant Ave, Suite 2300 Livingston, NJ 07039 (973)994-0100. Acorn Financial Services, Inc. is independent of John Hancock and Signator Investors, Inc. Show less



TD Ameritrade Institutional

• United States
• Financial Services
• 200 - 300 Employee

• Consultant, Advisor in Transition

  • Nov 2016 - Mar 2020

  I am a consultant for advisors wishing to explore the independent RIA model. I speak to the details of becoming independent, as well as the tangible benefits of working with TD Ameritrade. I am a consultant for advisors wishing to explore the independent RIA model. I speak to the details of becoming independent, as well as the tangible benefits of working with TD Ameritrade.



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Advisor Onboarding Specialist

  • Jun 2016 - Oct 2016

  Work with sales associates to finalize the on boarding of advisers while maintaining a good relationship between the sales team and on boarded advisers. Situations will come up on a regular basis and I will be tasked for find the resolution. Knowledge of the TD Ameritrade platform allows me to find creative solutions and guide for an excellent on boarding experience . Work with sales associates to finalize the on boarding of advisers while maintaining a good relationship between the sales team and on boarded advisers. Situations will come up on a regular basis and I will be tasked for find the resolution. Knowledge of the TD Ameritrade platform allows me to find creative solutions and guide for an excellent on boarding experience .



TD Ameritrade Institutional

• United States
• Financial Services
• 200 - 300 Employee

• Relationship Manager

  • Oct 2014 - Jun 2016



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Client Service Specialist

  • Jan 2013 - Oct 2014