Experience

ARGI

• United States
• Financial Services
• 1 - 100 Employee

• Engagement Manager

  • Jan 2021 - Present

  Client service professional and business advisor, focused on providing a personalized client experience

• Implementation Manager, Business Management and Accounting Services

  • Mar 2015 - Sep 2021

  OPM Financial merged with ARGI Financial Group completing the Business Services division! Working with business owners, striving to bring them peace of mind and relief in the daily management of their business' accounting and monthly reporting needs has always been the focus of OPM, now the merger with ARGI completes the circle of offerings to wealth management and comprehensive tax planning and even succession planning. This approach will enable owners to have the tools available to them for not only business planning purposes, but integrating that with their personal goals as well.Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.Content is for general purposes only and is not an offer to buy or sell any security. View our Privacy Policy at www.argi.net/privacy-policy.



OPM Financial

• United States
• Accounting
• 1 - 100 Employee

• Director of Operations

  • Apr 2013 - Mar 2015



Fiducial

• France
• Business Consulting and Services
• 700 & Above Employee

• Branch Operations Manager

  • Jan 2005 - Apr 2013



Accounting USA

• Acquisition Manager

  • Jan 1999 - Jan 2005



Tichenor & Associates

• United States
• Accounting
• 1 - 100 Employee

• Auditor

  • Jan 1997 - Jan 1999



Bellarmine University

• United States
• Higher Education
• 700 & Above Employee

• Accounting Clerk

  • Jan 1987 - Jan 1996