Experience

Carson Group

• United States
• Financial Services
• 200 - 300 Employee

• Vice President, Retirement Programs

  • Aug 2022 - Present

  Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.



Carson Wealth

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director, Partner & Wealth Advisor

  • May 2021 - Aug 2022

  Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks… Show more Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. Show less Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks… Show more Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. Show less



Pangea Wealth

• United States
• Financial Services

• C.E.O & Wealth Advisor

  • Feb 2019 - May 2021

• Investment Executive C.E.O

  • Oct 2008 - Feb 2019