Partner | Wealth Advisor

• 2019 - Present

Our goal is to educate you with transparency and most importantly listen to your concerns. We provide a friendly, nonthreatening atmosphere that allows you to feel confident in today’s complex financial world, so you can learn the strategies to help you pursue your financial and retirement goals. Our goal is to educate you with transparency and most importantly listen to your concerns. We provide a friendly, nonthreatening atmosphere that allows you to feel confident in today’s complex financial world, so you can learn the strategies to help you pursue your financial and retirement goals.

Chapter Director | Financial Educator

• 2019 - Present

Our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management. Our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

Partner | Wealth Advisor

• Aug 2017 - Jul 2019

Financial Advisor

• Sep 2014 - Jan 2019

I provide total financial needs analysis with expertise in: advisory services, retirement analysis and programs, estate strategies, employee benefit and retention services, business continuation strategies, and trust services I provide total financial needs analysis with expertise in: advisory services, retirement analysis and programs, estate strategies, employee benefit and retention services, business continuation strategies, and trust services

Vice President

• May 2011 - Sep 2014

Collaborated with Merrill Lynch, US Trust and Bank of America to help clients achieve their goals. Collaborated with Merrill Lynch, US Trust and Bank of America to help clients achieve their goals.

Vice President

• Jan 2007 - Aug 2011

Drove business development by acquiring and retaining clients.

Financial Sales Consultant

• Sep 2005 - Jan 2007

Managed consumer accounts, focusing on increasing product penetration, profitability, and customer satisfaction.

Operational Lead

• Sep 2002 - Aug 2005

Managed and directed teams to effectively changeover events and sporting events held at facility. Managed and directed teams to effectively changeover events and sporting events held at facility.

Team Lead

• Jun 2004 - Sep 2004

Managed and coordinated teams to succesfully operate park attractions. Managed and coordinated teams to succesfully operate park attractions.

Financial Sales Consultant/Teller

• Feb 1999 - Feb 2002

Handled consumer accounts within an assigned branch, focusing on customer satisfaction. Handled consumer accounts within an assigned branch, focusing on customer satisfaction.