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Work Background
Enough WealthPresident
Oct. 2024North Carolina, United StatesValues Based Planning: Because it is About More than the Money. Your wealth is part of the foundation that provides for your current lifestyle - and the future life you desire. It is also a powerful tool for the impact you want to make in your family, and in your community. At Enough Wealth, we work with families to define why money is significant to you, then we design a comprehensive financial strategy that aligns your values with your financial plan and investment strategy.
Enough WealthPresident
Oct. 2024
Family Financial LLCCOO / Senior Financial Planner
Mar. 2022 - Sep. 2024North Carolina, United States
joshmudsecfp.comExperience Integrator
Dec. 2021 - Mar. 2022United States
Running PointFinancial Advisor
Feb. 2021 - Dec. 2021RemoteI have been guiding clients to live confident financial lives for over 20 years by helping to clarify the intentions for their wealth, create a customized plan to achieve their desired outcomes and adjust when their family dynamic or the financial rules change.
Carnegie Investment CounselManaging Director - Wealth Advisor
Oct. 2018 - Mar. 2020Greater Los Angeles Area
Munn Wealth ManagementSenior Financial Advisor
Jul. 2015 - Sep. 2018Toledo, Ohio Area
Skylight Financial GroupFinancial Planner
Jun. 2014 - Jun. 2015Toledo, Ohio Area
Advisor EFXClient Experience Consultant
Mar. 2013 - Jun. 2014Northwest Ohio
Charles SchwabCERTIFIED FINANCIAL PLANNER™
Jun. 2000 - Feb. 2013
University of ToledoAthletics Promotions Manager
Jul. 1997 - Dec. 1998Toledo, Ohio AreaMedia sales, corporate sales, sports marketing, and game-day management for NCAA Div-1 athletic program supporting revenue sports: Football, Men's and Women's Basketball
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