Experience

Conway Wealth
• United States
• Financial Services
• 1 - 100 Employee
• Managing Director

  • May 2021 - Present


Summit Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Management Advisor

  • Sep 2014 - Present

  My primary focus is to help my clients establish, evaluate & achieve their financial goals. I believe that by educating clients throughout the planning process, I am able to identify their unique goals and objectives, and assist them in making sound financial decisions, using customized solutions. With every client, my overriding goal is to become their trusted advisor, and to build a lasting relationship. approval code 09242020-1035 My primary focus is to help my clients establish, evaluate & achieve their financial goals. I believe that by educating clients throughout the planning process, I am able to identify their unique goals and objectives, and assist them in making sound financial decisions, using customized solutions. With every client, my overriding goal is to become their trusted advisor, and to build a lasting relationship. approval code 09242020-1035


Northwestern Mutual
• United States
• Financial Services
• 700 & Above Employee
• Finanical Representative

  • Feb 2002 - Sep 2014