Experience

CUSO Financial Services L.P.
• Financial Services
• 1 - 100 Employee
• Financial Advisor

  • May 2021 - Present

TOOELE COUNTY SCHOOL DISTRICT
• United States
• Primary and Secondary Education
• 100 - 200 Employee
• Assistant Girl’s Soccer Coach @ Stansbury High School

  • Apr 2020 - Present

Major Private Soccer Trainings
• Private Soccer Trainer

  • Mar 2020 - Present


Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Client Management Representative

  • Jun 2018 - May 2021

• Retirement Planner

  • Nov 2015 - Jun 2018



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • May 2014 - Nov 2015

  Financial Advisor (May 2014 - November 2015) - Ask clients questions to determine their current income, expenses, financial objectives, risk tolerance, and other information needed to develop a financial plan. - Research and investigate available investment opportunities to determine whether they fit into client financial plans. - Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan… Show more Financial Advisor (May 2014 - November 2015) - Ask clients questions to determine their current income, expenses, financial objectives, risk tolerance, and other information needed to develop a financial plan. - Research and investigate available investment opportunities to determine whether they fit into client financial plans. - Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. - Implement financial planning recommendations with clients, or refer clients to someone who can assist them with plan implementation. - Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

• Investment Resource Consultant

  • Sep 2012 - May 2014

  Profiled clients for investment and banking needs; referred to other lines of business to satisfy those needs or fulfilled them myself if within my area of expertise.

• Trading/Service Representative I

  • Oct 2011 - Sep 2012

  Provided general service of investment accounts.