Experience

Switchpoint Financial Planning LLC
• United States
• Financial Services
• 1 - 100 Employee
• Operations Manager

  • Sep 2021 - Present

Integris Wealth Management
• United States
• Financial Services
• 1 - 100 Employee
• Operations Manager

  • Nov 2020 - Aug 2021


Rock House Financial

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Operations

  • Jan 2018 - Nov 2020

• Chief Compliance Officer

  • Jan 2018 - Nov 2020

• Financial Planning, Operations, and Investment Analyst

  • Apr 2015 - Dec 2017



Knox Capital Group

• Analyst

  • Aug 2012 - Apr 2015

  My responsibilities during the time I was associated with Knox included life insurance underwriting, life insurance case design, life insurance case management, financial plan design, and advisor support. Many of the life insurance cases I worked on involved complex estate planning techniques which helped accelerate my knowledge of some of the more complicated areas of insurance planning. I was also involved in client relationship management, ensuring the day-to-day needs of our clients were met. Show less



Platinum Wealth Management Group

• Transition Coordinator

  • Apr 2012 - Aug 2012

  As transition coordinator my main role was to facilitate the transfer of all client accounts from one broker/dealer to another. This included manual tracking of well over 500 accounts along with the associated paperwork. Additionally, I ensured that all compliance standards for the new broker/dealer were met in every required area. This position solidified my decision to enter a career in financial planning. Once I saw first hand the positive impact and benefits a financial advisor could have on individuals and families I knew this was the correct career choice for me. Show less



North American Sailing Center

• Boat Builder

  • Aug 2009 - Apr 2012

  This was one of the most unique positions I have ever held. I was part of a very small team that constructed Star sailboats mainly for professional and Olympic sailors. I entered this position with zero knowledge of boat construction and worked my way to becoming highly proficient in advanced composite and finish techniques in a short amount of time. Many of the boats we built were specifically used by Olympians in the 2012 Summer Olympics. Not only did I help build the boats but I was able to race them alongside some of the best sailors in the world. That was a once in a lifetime opportunity and I am very pleased that I put my finance career on hold to pursue this passion of mine. Show less