Experience

ISTO Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Director of Wealth Planning

  • Jan 2023 - Present

• Wealth Advisor

  • Jan 2018 - Dec 2022



PwC

• Professional Services
• 700 & Above Employee

• PCS Tax Associate

  • Jul 2016 - Dec 2017



PwC

• Professional Services
• 700 & Above Employee

• PCS Tax Intern

  • Jul 2015 - Nov 2015



The University of Alabama

• Higher Education
• 700 & Above Employee

• Undergraduate Research Assistant

  • Jan 2013 - Jun 2015

  Conducted supply chain management and marketing research, as a member of the Faculty Scholars Program, with Dr. Alex Ellinger of the University of Alabama. The research attempted to find empirical evidence that companies who embrace Extended Enterprise techniques are more effective and outperform companies who use traditional supply chain techniques. My involvement included designing the research methods and parameters, data collection, statistical analysis, and literary review. Conducted supply chain management and marketing research, as a member of the Faculty Scholars Program, with Dr. Alex Ellinger of the University of Alabama. The research attempted to find empirical evidence that companies who embrace Extended Enterprise techniques are more effective and outperform companies who use traditional supply chain techniques. My involvement included designing the research methods and parameters, data collection, statistical analysis, and literary review.



Snook Housey Advisors

• Troy, Michigan

• Financial Planning Intern

  • Jun 2014 - Jul 2014