Experience

Partners Wealth Management - Texas

• United States
• Financial Services
• 1 - 100 Employee

• Parnter/Wealth Manager

  • Jul 2012 - Present

  To educate my clients so that together we may make the decisions necessary that will help them pursue the financial independence they so desire. This I hope to accomplish by using the resources available to me through a team of professionals with various specialties to help ensure that the decisions my clients make will fit their goals and objectives that will ensure financial independence. For a list of states in which we are registered to do business, please visit www.partnerswealth.net To educate my clients so that together we may make the decisions necessary that will help them pursue the financial independence they so desire. This I hope to accomplish by using the resources available to me through a team of professionals with various specialties to help ensure that the decisions my clients make will fit their goals and objectives that will ensure financial independence. For a list of states in which we are registered to do business, please visit www.partnerswealth.net



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management

  • Jan 2006 - Jul 2012

  Assisted in Financial Planning, Retirement Planning, Estate Planning to individual investors, as well as Businesses. Assisted in Financial Planning, Retirement Planning, Estate Planning to individual investors, as well as Businesses.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor/Private Bank

  • Dec 2003 - Dec 2005



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Sr. Relationship Manager

  • Jun 1997 - Dec 2003