Experience

ClearPath Wealth Strategies | Who Ya Know Show

• United States
• Financial Services
• 1 - 100 Employee

• Founding President

  • Nov 2020 - Present

  Frisco, Texas, United States A career transition can be hard. Sometimes the way ahead is unclear & filled with financial uncertainty. • How much of my savings will I have to use? • What do I do with my 401(k), severance or pension? • What happens to my health & insurance benefits? • How long will it take to recover? We help you determine where you are professionally & financially, so you can stop losing sleep & focus on what matters most within your career journey. Providing quality financial… Show more A career transition can be hard. Sometimes the way ahead is unclear & filled with financial uncertainty. • How much of my savings will I have to use? • What do I do with my 401(k), severance or pension? • What happens to my health & insurance benefits? • How long will it take to recover? We help you determine where you are professionally & financially, so you can stop losing sleep & focus on what matters most within your career journey. Providing quality financial strategies, and offering insurance and financial services, and employee benefits to businesses and individuals. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. CA Insurance License #0J12118 Additionally, I am a Financial Services Professional and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 2600 Network Blvd. Suite 130 Frisco, TX 75034 (400)469-3314 I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither ClearPath Wealth Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. ClearPath Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

• Co Host of Who Ya Know Show

  • Jan 2018 - Present

  Frisco, Texas Today's employment search is more complex than ever. It is not always what you know but "WHO YA KNOW" can make all the difference. Our goal is to leverage relationships and our professional network to open doors, equip you with the best knowledge, resources, support and education available. Each show you will learn from industry experts on a wide range of topics including search techniques, resumes, interview skills, maximizing employee benefits and more.



NYLIFE Securities LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Professional

  • Feb 2012 - Present

  2600 Network Blvd., Ste. 130, Frisco TX 75034 I am a Financial Services Professional/Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Texas, Illinois, Louisiana, Michigan, Oklahoma, Virginia, and California (CA License #0J12118). No insurance business may be… Show more I am a Financial Services Professional/Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Texas, Illinois, Louisiana, Michigan, Oklahoma, Virginia, and California (CA License #0J12118). No insurance business may be conducted outside these states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Texas, Illinois, Louisiana, Michigan, Virginia, Utah and California (CA License #0J12118). No offers may be made or accepted from any resident outside the specific state(s) referenced. Dallas General Office Branch, 2600 Network Blvd., Suite 130, Frisco, TX 75034. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 972-377-5214 Show less



NAIFA-Dallas

• United States
• Insurance
• 1 - 100 Employee

• Board President, Director, and Committee Chair

  • Jul 2014 - Jun 2021

  Dallas-Fort Worth Metroplex I served as a past President of the National Association of Insurance and Financial Advisors Board for NAIFA-Dallas. I also previously worked as the Community Involvement Committee Chair, helped facilitate the Young Advisor Team and member involvement in community outreach and awareness events.



Gaggle.Net, Inc.

• Regional Relationship Manager

  • Aug 2004 - Jul 2012

  Texas - eTools for 21st Century Learning - Email Archiving and Retention Solution



Insight Media

• Netherlands
• Internet Publishing

• Account Executive

  • Aug 2003 - Aug 2004

  Advertising Account Executive for cable television interconnect


Cingular Wireless PCS Store
• United States
• Biotechnology Research
• 1 - 100 Employee
• Wireless Sales Consultant

  • Aug 2002 - Jul 2003

U.S. Cellular
• United States
• Retail
• Sales Representative

  • 1999 - 2001


US Air Force

• United States
• Hospitals and Health Care

• Medical Services Journeyman

  • 1995 - 1999

  Served as a medic while stationed in San Antonio, Texas. Honorably discharged after service obligation was completed.