Experience

Centura Wealth Advisory

• United States
• Financial Services
• 1 - 100 Employee

• Senior Wealth Advisor

  • Jan 2022 - Present

  CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/. CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.



Affiance Financial

• United States
• Financial Services
• 1 - 100 Employee

• Principal, Chief Investment Officer

  • May 2007 - Jan 2021

  Affiance Financial is a Registered Investment Adviser committed to helping you improve your long-term financial success. Experience has shown us that adversity is part of life. We cannot control the winds of change. Our job is to help you adjust the sails when the wind shifts.Affiance Financial(952) 544-9818600 Highway 169 S., Suite 1750St. Louis Park, MN 55426*This account is limited to sharing general information about Affiance Financial, original content, and unaffiliated third-party information, content, and links. Affiance does not make any guarantees as to the accuracy, suitability, or completeness of third-party content, and takes no responsibility therefore. All such information is provided for convenience only, and all users should be guided accordingly.This account may contain discussion of Affiance’s or another professional’s positions and/or recommendations as of a specific date. Due to various factors, including changing market conditions, such discussion may no longer reflect current positions and/or recommendations. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that future performance will be profitable, or equal any historical performance level(s). Moreover, no client or prospective client should assume that any content on this account serves as the receipt of, or substitute for, personalized advice from Affiance or any other professional. Affiance is neither an attorney nor an accountant, and no content on this account should be interpreted as legal, accounting, or tax advice.Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA, SIPC. Affiance Financial and Private Client Services are unaffiliated entities.



Bank of America

• United States
• Banking
• 700 & Above Employee

• VP/Credit Product Officer

  • May 2000 - May 2007



LINC Capital

• Financial Reporting/Database Manager

  • Nov 1995 - May 2000

  Prepared statistical and financial information, both pro-forma and historical, necessary for LINC’s IPO which raised approximately $27M, continued to prepare board of director packages, 10k and 10Q.Supervised the accounting department and trained staff in accounting, financial reporting and leasing databases.Integrated various acquisitions into LINC and created economies of scale. Prepared statistical and financial information, both pro-forma and historical, necessary for LINC’s IPO which raised approximately $27M, continued to prepare board of director packages, 10k and 10Q.Supervised the accounting department and trained staff in accounting, financial reporting and leasing databases.Integrated various acquisitions into LINC and created economies of scale.