Experience

EDGE Financial
• United States
• Financial Services
• 1 - 100 Employee
• Private Wealth Advisor

  • Feb 2021 - Present

Wealth Navigation Advisors LLC
• Private Wealth Advisor

  • Mar 2018 - Feb 2021


Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Nov 2016 - Feb 2018

  I helped guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives. I helped guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.



Student / Self- Employed Carpenter and Painter

• Finance Student and Part time Carpenter/Painter

  • Sep 2012 - Oct 2016

  I worked on remodels and repairs. Being self employed, I had ample opportunity to work directly with clients. This is where I learned that every client has different priorities and it can save a lot of time if those priorities are learned before the job is started. I worked on remodels and repairs. Being self employed, I had ample opportunity to work directly with clients. This is where I learned that every client has different priorities and it can save a lot of time if those priorities are learned before the job is started.



B&B Builders Inc

• United States
• Construction

• Carpenter

  • May 2012 - Aug 2012

  This is where i leaned my work ethic and learned the skills to pay for my education. Because B&B Builders is family owned, this became my summer job even before I was in High School. This is where i leaned my work ethic and learned the skills to pay for my education. Because B&B Builders is family owned, this became my summer job even before I was in High School.