Experience

Access Wealth Advisors
• United States
• Financial Services
• 1 - 100 Employee
• Financial Advisor & Founder of Access Wealth Advisors

  • Jan 2023 - Present


Banner Investment Services

• LPL Financial Advisor

  • Feb 2017 - Jan 2023

  Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA | SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Wells Fargo Advisors, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Financial Advisor

  • Nov 2012 - May 2016

  Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE


J.P. Morgan
• United States
• Financial Services
• 700 & Above Employee
• Financial Advisor

  • Jun 2010 - Nov 2012

Wachovia Securities Financial Network
• Financial Services
• 100 - 200 Employee
• Financial Advisor

  • Jul 2008 - Jun 2010

Bank of America
• United States
• Banking
• 700 & Above Employee
• Senior Personal Banker

  • Oct 2004 - Jun 2008

Merrill Lynch
• United States
• Financial Services
• 700 & Above Employee
• Financial Advisor Trainee

  • 2008 - 2008