Experience

Fusion Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder/ Wealth Advisor

  • Aug 2021 - Present



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• LPL Financial Advisor

  • Mar 2007 - Present



Prosperion Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• LPL Financial Advisor

  • Jan 2017 - Aug 2021

  Since 1996, Prosperion financial advisors have offered fee-based, holistic financial advice designed to help our clients protect, invest, and grow their wealth. At Prosperion our advisors are free to serve their clients however they feel is best. That means our financial advice is untainted by a need to push products or generic recommendations. Instead our advisors make every effort to understand their clients and build relationships based on trust, leadership, transparency, and respect. Since 1996, Prosperion financial advisors have offered fee-based, holistic financial advice designed to help our clients protect, invest, and grow their wealth. At Prosperion our advisors are free to serve their clients however they feel is best. That means our financial advice is untainted by a need to push products or generic recommendations. Instead our advisors make every effort to understand their clients and build relationships based on trust, leadership, transparency, and respect.



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 2004 - Mar 2007