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Work Background
Director of Client Enrichment at EPIC Holistic Partners
EPIC Holistic PartnersDirector of Client Enrichment at EPIC Holistic Partners
Nov. 2023Scottsdale, Arizona, United Stateswww.epicholisticpartners.com
Team Leader
Mighty Oaks FoundationTeam Leader
Apr. 2022
Military Affairs Committee Chairman
Peoria Chamber of Commerce (AZ)Military Affairs Committee Chairman
Sep. 2019 - Dec. 2021Peoria, Arizona, United States
Board Member
Southwest Veterans Chamber of Commerce (SWVCC)Board Member
Jan. 2019 - Dec. 2021Greater Phoenix Area
Principal Securities Registered Representative, Investment Advisor Representative
Principal Financial GroupPrincipal Securities Registered Representative, Investment Advisor Representative
Nov. 2018 - Oct. 2023Phoenix, Arizona
US Army Reserves - Reserve Force Officer
Selective Service SystemUS Army Reserves - Reserve Force Officer
Dec. 2016Peoria, AZReserve Force Officer and Detachment Commander for the Selective Service System. Responsible for recruiting and training of local board members for the SSS.
Band Liaison
Fiesta BowlBand Liaison
Dec. 2016Greater Phoenix Area
Financial Advisor
Edward JonesFinancial Advisor
Nov. 2016 - Oct. 2018Peoria, Arizona
Infantry Officer
US ArmyInfantry Officer
Mar. 2006 - Nov. 2016VariousActive Duty Army Officer with experience leading operations that ranged in size from 5 individuals up to 5000 trainees. Multiple duty locations including Washington DC and the Korengal Valley in Afghanistan. Primary focus and skill set includes leadership, logistics, project management, executive presentations, and personnel training. Awards and decorations include the Bronze Star Medal, Combat Infantryman Badge, Expert Infantryman Badge, and Parachute Badge. Key leadership positions include: • Platoon Leader (Responsible for the operations, training, resourcing, health, welfare, morale, discipline and quality of life for 39 Soldiers.) • Executive Officer (Second in Command of Infantry rifle company deployed in support of Operation Enduring Freedom) • Company Commander (Directed and managed the training and readiness of the company, which consists of over 140 Soldiers and their families) • Operations Officer (Primary responsible for the planning, resourcing, synchronization, and implementation of missions assigned to the four cells within the Plans section) Highlights of an honorable and progressive career include: • Served as project manager for State Funeral planning, the 2017 Presidential Inauguration planning, and the 2015 and 2016 Army Ten Miler • Organized and provided ceremonial command and control for multiple Presidential Ceremonies including National Memorial Day and Veterans Day Observance • Responsible for over $90 million worth of Government resources; during command increased operational readiness rate by 20% through a detailed maintenance and accountability program • Guided a condensed training cycle to equip, repair, and man 14 Bradley Fighting Vehicles and prepare for qualifying live fire exercises resulting in the Company receiving “Top Gun” honors twice and being named “Best Bradley Company” in the 10,000+ Soldier Division • Combat leader that improved the logistics and resupply by 250% in austere conditions and under constant hostile threat
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