Expert Details
Financial Planning
ID: 735952
Texas, USA
As a Financial Adviser, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.
When not engaged in retirement planning or investment analysis on behalf of clients, I can be found road running every morning, following the rigorous demands of my trainer at the gym, or hitting the links in a quest to lower my handicap. I love to travel to new and fascinating destinations, as well as entertain friends at home with tasty recipes from the grill and the blender. I am involved in benevolent work in the Holy Land and sponsor high school students there who might not otherwise have the opportunity to receive an education.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: | Degree: Masters | Subject: Business Administration | Institution: Columbia Business School |
| Year: | Degree: Certified Financial Planner | Subject: | Institution: American College |
| Year: | Degree: Bachelor of Arts | Subject: Communications | Institution: University of Washington |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2018 to Present | Employer: Undisclosed | Title: Financial Advisor, Vice President, CFP | Department: |
Responsibilities:Certified Financial Planner Practitioner |
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| Years | Employer | Title | Department |
| Years: 2010 to 2018 | Employer: Wells Fargo Advisors | Title: Vice President- Investment Officer | Department: |
Responsibilities:Available upon request. |
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| Years | Employer | Title | Department |
| Years: 2006 to 2010 | Employer: Morgan Stanley Smith Barney | Title: Financial Advisor | Department: |
Responsibilities:Available upon request. |
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| Years | Employer | Title | Department |
| Years: 2003 to 2006 | Employer: Ameriprise Financial Services, Inc. | Title: Financial Advisor | Department: |
Responsibilities:Available upon request. |
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| Years | Employer | Title | Department |
| Years: 1993 to 1999 | Employer: Volpe Brown | Title: Managing Director | Department: |
Responsibilities:Available upon request. |
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Career Accomplishments
| Associations / Societies |
|---|
| Texas Navy Sovereign Military Order of the Temple of Jerusalem |
| Licenses / Certifications |
|---|
| Certified Finanical Planner CFP Board Issued Aug 2005 |
| Awards / Recognition |
|---|
| 5 Star Wealth Manager as Featured in Texas Monthly & The Wall Street Journal Premier Advisor Executive Council |