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Work Background
AprioAprio Wealth Management
Nov. 2023Atlanta, Georgia, United States
WCM Global WealthSr. Director of Investor Relations
Jan. 2023 - Nov. 2023Atlanta Metropolitan Area
Edelman Financial EnginesDirector, Financial Planning
Aug. 2019 - Jan. 2023Greater Atlanta Area- I build comprehensive, personalized financial plans for clients covering topics such as retirement, taxes, heal care, estate planning, and wealth transfer and from there present appropriate suggestions and ideas based on each clients individual needs and risk tolerance. In doing this, I engage with a diverse group of individual investors with a proven ability to tailor communication based on the complexity of each clients needs.
Edelman Financial EnginesDirector, Financial Planning
Aug. 2019 - Jan. 2023Greater Atlanta Area- I build comprehensive, personalized financial plans for clients covering topics such as retirement, taxes, heal care, estate planning, and wealth transfer and from there present appropriate suggestions and ideas based on each clients individual needs and risk tolerance. In doing this, I engage with a diverse group of individual investors with a proven ability to tailor communication based on the complexity of each clients needs.
Charles SchwabVP - Financial Consultant
Feb. 2013 - Aug. 2019Atlanta, GeorgiaProvided holistic financial planning and wealth management to approximately 250 households consisting of approximately $765m in assets. Collaborated with a broad group of both internal and external partners including Estate Planning, Managed Accounts, Fixed Income Specialists, Active Trader, Schwab Bank, Schwab Private Client, and Schwab Advisor Network. Gained an extensive knowledge regarding a wide range of investment products and solutions including equity, fixed income, insurance, active/passive management and third party managed accounts.
USAAFinancial Advisor
Apr. 2010 - Feb. 2013Developed and communicated appropriate financial strategies and solutions based on each individual member's needs. Provided advanced financial planning advice including retirement and estate planning, insurance protection, income distribution strategies, college funding, and debt management. Served as a subject matter expert for managed money programs as well as annuity products.
Edward JonesFinancial Advisor
Jan. 2007 - Apr. 2010Successfully developed a new territory and book of business in Albuquerque, New Mexico which led to the opening of a permanent branch location. Participated in local and regional client events partnering with other branches, Financial Advisors, and external business partners.
Albuquerque IsotopesStadium Operations Manager
Jan. 2005 - Jan. 2007
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