Experience

Reveille Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Jan 2020 - Present

  Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Reveille Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Reveille Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.



Independent Financial Partners

• Financial Advisor

  • Feb 2011 - Jan 2014



Ocala Capital, LLC

• Financial Advisor

  • Jan 2008 - Feb 2011

  Independent Financial Services branch brokering through Raymond James Financial Services, Inc. Provide financial planning for individuals, families, and businesses. Focus on developing financial roadmap for clients to arrive their desired financial destination. Currently hold Series 7, Series 66 and FL Health Ins., Life Ins., and Variable Annuity licenses. Independent Financial Services branch brokering through Raymond James Financial Services, Inc. Provide financial planning for individuals, families, and businesses. Focus on developing financial roadmap for clients to arrive their desired financial destination. Currently hold Series 7, Series 66 and FL Health Ins., Life Ins., and Variable Annuity licenses.



Nationwide

• Insurance
• 700 & Above Employee

• PL Underwriting Manager

  • Aug 2006 - Jan 2008

• Commercial Underwriting Specialist

  • Mar 2004 - Aug 2006

• Sr. Commercial Underwriter

  • Mar 2003 - Mar 2004