Experience

Benefit Financial Services Group (BFSG)

• United States
• Investment Management
• 1 - 100 Employee

• Senior Wealth Advisor

  • Jan 2017 - 7 years

  Phoenix, AZ Responsible for financial planning, portfolio management, and client relationships.



Clarity Financial, LLC

• Director of Trading & Portfolio Execution

  • 2012 - 2016

  Served as Director of Trading & Portfolio Execution and Head of Investment Analysis during my tenure. Responsible for investment strategies, managing client relationships, financial planning, strategic planning, and trading.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Consultant

  • 2000 - 2012

  Phoenix, Arizona Provided fee based investment advice and financial planning to a non-discretionary practice that included approximately 200 plus households with $350 million in assets.



AMC Theatres

• Entertainment Providers
• 700 & Above Employee

• Managing Director

  • 1988 - 2000

  Phoenix, Arizona Area Functioned as a business owner, responsible for aggressive business growth. A key strategic initiative was to build relationships with City Council Representatives, the Chamber of Commerce, City of Phoenix Downtown Partners, all with the goal of succeeding with the planned Mega-Plex build out in Phoenix, AZ.



Sagert Investment Service

• Account Executive

  • 1988 - 1990

  Phoenix, Arizona Area Responsible for developing and maintaining client base.



Foresters Financial Services

• Financial Services
• 300 - 400 Employee

• Registered Representative

  • 1987 - 1988

  Phoenix, Arizona Area