Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Advisor Services Service Specialist

  • Aug 2022 - Present



LIS

• Insurance Specialist

  • Apr 2015 - Present



SimplePath Retirement, LLC

• United States
• Financial Services
• 1 - 100 Employee

• New Business Specialist

  • Mar 2021 - Aug 2022

  Palm Harbor, Florida, United States



Maggi Tax Advisory & Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Licensed Insurance Agent

  • Mar 2021 - Mar 2021

  Palm Harbor, Florida, United States



Main Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Operations

  • Dec 2019 - Feb 2021

  Brighton, Michigan



Parros College Planning

• United States
• Education Management

• Licensed Business Associate

  • Aug 2015 - Dec 2019



Elite Advisors Edge

• United States
• Financial Services

• Business Development Advisor

  • Jan 2015 - Feb 2016

  Brighton, Michigan Each and every member of the team, both in the field and in the back office is 100% committed to our goal of fostering our Advisor’s success by continuously providing each unparalleled, unbiased access and support. As the only Elite producer group exclusively focused on product mix and caliber of distribution, we work with Agents and Advisors who share our culture, fiduciary tendencies, and are dedicated to growing their practice. We believe that this common foundation enables us to maximize… Show more Each and every member of the team, both in the field and in the back office is 100% committed to our goal of fostering our Advisor’s success by continuously providing each unparalleled, unbiased access and support. As the only Elite producer group exclusively focused on product mix and caliber of distribution, we work with Agents and Advisors who share our culture, fiduciary tendencies, and are dedicated to growing their practice. We believe that this common foundation enables us to maximize our mutual success to the benefit of clients. Show less



RFC Financial Planners

• United States
• Financial Services
• 1 - 100 Employee

• Licensed Adminstrative Assistant

  • Jun 2013 - Jan 2015

  Ann Arbor



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Branch Office Administrator

  • Feb 2011 - Aug 2013