Experience

Prosperion Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• LPL Financial Advisor

  • Aug 2017 - Present

  The financial professionals at Prosperion Financial Advisors offers a personal and reliable approach to financial advice. Before we discuss your finances we want to learn more about you - discover your passions and ambitions. Our experienced professionals offer more than quality advice; they develop a clear strategy tailored to your individual and personal needs - one that faces your top worries head-on. From retirement income planning to wealth management we aim to instill clarity, confidence and capability into your financial future. At Prosperion we care beyond advice. Show less



Strategic Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Director of Retirement Plans

  • Aug 2015 - Aug 2017

  Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Strategic Financial Partners is independently owned and operated. 1755 Telstar Drive, Suite 501, Colorado Springs, CO 80920 Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Strategic Financial Partners is independently owned and operated. 1755 Telstar Drive, Suite 501, Colorado Springs, CO 80920



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Sales Director

  • Jun 2012 - Aug 2015

  Retirement Plan Sales Director for the Rocky Mountain region. Retirement Plan Sales Director for the Rocky Mountain region.



Victory Capital Management

• Regional Sales Director

  • Jul 2010 - Jun 2012

  Defined Contribution Investment Options, Retail Mutual Funds, and Separately Managed Accounts. Defined Contribution Investment Options, Retail Mutual Funds, and Separately Managed Accounts.



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Internal Wholesaler

  • Mar 2009 - Jul 2010

  Variable Annuity Wholesaler; Wirehouse and Bank Channels Variable Annuity Wholesaler; Wirehouse and Bank Channels



ING Nederland

• Netherlands
• Banking
• 700 & Above Employee

• Internal Wholesaler

  • Oct 2007 - Feb 2009

  Corporate Wholesale of Defined Benefit and Defined Contribution Products. Corporate Wholesale of Defined Benefit and Defined Contribution Products.



Young Life

• United States
• Religious Institutions
• 700 & Above Employee

• Field Staff

  • Jun 2004 - Jul 2007

  Continued development and organizationally ran the Cherry Creek High School division. Continued development and organizationally ran the Cherry Creek High School division.