Experience

Grôth

• Germany
• 1 - 100 Employee

• Co-Founder

  • Nov 2022 - Present

  Grôth offers a comprehensive solution for managing personal finances. Our unique approach eliminates the time spent and anxiety in traditional budgeting and offers customized recommendations to help users reach their financial goals. We support our user’s where they are and help them get to where they want to be. Grôth offers a comprehensive solution for managing personal finances. Our unique approach eliminates the time spent and anxiety in traditional budgeting and offers customized recommendations to help users reach their financial goals. We support our user’s where they are and help them get to where they want to be.



Brown and Company, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • May 2018 - Nov 2022

  Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC see the contact and personal info section above. Series license Registrations held through LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Brown and Company, Inc. are registered to do business, please visit www.brownandco.com. Show less



Brown & Tedstrom, Inc.

• United States
• Investment Banking

• Client Relationship Manager

  • Jun 2017 - Apr 2018

  The financial consultants at Brown & Tedstrom are registered representatives with and offer securities through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC see the contact and personal info section above. Financial planning offered through Brown & Tedstrom Retirement Planning, Inc. a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Brown & Tedstrom are registered to do business, please visit www.brown-tedstrom.com. Security registrations held through LPL Financial. Show less



Purpose Planning

• Australia
• Financial Services
• 1 - 100 Employee

• Wealth Manager

  • Jun 2016 - Jun 2017

  Website: www.PurposePlanning.com Phone Number: (719) 590-4110 Email: ryan@purposeplanning.com Address: 1465 Kelly Johnson Boulevard Suite 305 Colorado Springs, CO 80920 Securities and investment advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Website: www.PurposePlanning.com Phone Number: (719) 590-4110 Email: ryan@purposeplanning.com Address: 1465 Kelly Johnson Boulevard Suite 305 Colorado Springs, CO 80920 Securities and investment advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• RIA Intern

  • Jun 2015 - Jul 2015

  Completed an 8-week program focused on training and developing talent for the RIA industry. Learned the processes of the back office for RIA’s while conducting multiple mock scenarios. Prepared and completed high-level projects while leveraging excel knowledge as well as Morningstar reporting for an RIA firm in the Phoenix area. - Developed comprehensive understanding of custodial services in support of RIA clients - Utilized portfolio management and financial planning technologies to create mock portfolios - Researched, constructed, and presented to senior management on the future of RIA firms Show less



NCN Financial

• E-Learning Providers

• Financial Advising Intern

  • Jun 2014 - Aug 2014

  Managed full analytical reports of the firm’s assets, balance sheet, and budget while understanding the inner workings of an independent advisory office. Conducted various tax and estate plans while learning the fundamentals of estate documents from a Certified Estate Planner. - Managed and rebalanced portfolios in excess of $500,000 - Performed daily Morningstar analytical reports on current market operations that affected specific client portfolios - Conducted over 12 client meetings that ensured rapport and made financial recommendations to senior management - Presented to the firm on emerging markets and 5 year predictions Show less