Experience

Tack Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Jan 2012 - Present



TDA FINANCIAL SERVICES, INC.

• United States
• Financial Services

• Associate

  • Jan 2018 - Present



Equitable Advisors

• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Jan 2020 - Present

  Advise clients on retirement and risk issues Market financial resources to individuals and businesses Analyze client portfolios and recommend allocation changes Tack Advisors is not owned or operated by Equitable Advisors or its affiliates. CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Show less



The Bailey Group

• Dallas/Fort Worth Area

• Regional Vice President

  • Mar 2010 - Mar 2020

  Our firm focuses on life insurance for SBA lenders and their borrowers. Our FastTrak program provides a new life insurance policy with a collateral assignment within an average of 7-10 days. We are a trusted resource for some of the largest SBA lenders in the country to help them close their loans on time. Specialties: life insurance Our firm focuses on life insurance for SBA lenders and their borrowers. Our FastTrak program provides a new life insurance policy with a collateral assignment within an average of 7-10 days. We are a trusted resource for some of the largest SBA lenders in the country to help them close their loans on time. Specialties: life insurance



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Aug 2009 - Jan 2020



Marcus and Millichap

• Research Analyst

  • Jun 2008 - Aug 2008

  Created and managed databases containing real estate metrics Marketed real estate investment services to property owners in Texas Trained new agents on information recovery methods Created and managed databases containing real estate metrics Marketed real estate investment services to property owners in Texas Trained new agents on information recovery methods



Austin Foam and Plastics

• Book Keeper and Shipping Clerk

  • Jul 2006 - Jan 2007

  Processed accounts receivable and payable for corrugated division Updated customer information database and shipped merchandise Handled and resolved customers' concerns Processed accounts receivable and payable for corrugated division Updated customer information database and shipped merchandise Handled and resolved customers' concerns



Whimsical Window Washing

• Business Owner

  • Jul 2002 - Jun 2005

  Managed over 200 clients and several employees Developed marketing strategies Maintained detailed financial records Managed over 200 clients and several employees Developed marketing strategies Maintained detailed financial records