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Work Background
Peak American Financial Companies, Inc.Senor Wealth Advisor
Jan. 2025 - Apr. 2025Plano, Texas, United StatesEmpowering professionals, veterans, and entrepreneurs with customized financial strategies at a boutique RIA dedicated to America’s middle and upper-middle class. • Boosted returns 15% via portfolio analysis, enhancing client retention for 50+ Dallas stakeholders.
Fisher InvestmentsInvestment Counselor, Private Client Group
Oct. 2023 - Jan. 2025Dallas, Texas, United States• Grew portfolios $11M+ for $1–3M AUM clients, ranking #1 in retention across 200+ accounts.
• Increased returns 20% by optimizing asset reviews, retaining 95% of client portfolios.
• Accelerated client acquisition 12% as Brand Ambassador, engaging 100+ Dallas prospects.
Rockefeller Capital ManagementPrivate Wealth Associate, Rockefeller Global Family Office
Jul. 2021 - Oct. 2023Dallas, Texas, United States• Work for Forbes Best-in-Texas Wealth Management team with $800M+ in alternative investments, achieving 98% satisfaction with 20+ CEOs.
• Boosted engagement 15% with a pioneering order processing tool for 50+ accounts.
• Optimized 10% cost efficiency across $50M+ portfolios via revenue and expense tracking.
• Designed alternative investment strategies for UHNW clients, deepening trust and sparking CFA pursuit to master complex assets.
The Honor FoundationAlumni Cohort G37v
Jan. 2021Dallas, Texas, United StatesThe Honor Foundation (THF) is a unique transition institute created exclusively for Navy SEALs and the U.S. Special Operations community. We provide a clear process for professional development and a diverse ecosystem of world class support and technology. Every step is dedicated to preparing these outstanding men and women to continue to realize their maximum potential during and after their service career. If you are looking for the one thing that makes THF special, it may be this: every decision we make is the product of co-creation with actual members of the Special Operations community. We seek their input constantly. We approach challenges the way they do. We strive to hold ourselves to their impeccable standards. We achieve because we follow the lead of the world’s highest achievers. The Mission: "To serve others with honor, for life. So, their next mission is clear and continues to impact the world." Specialties: Leadership • Team Building • Strategic Planning • Problem Solving • Budget Planning • Communications • Risk Management
Elite MeetMember / Recruiting Volunteer
Oct. 2020Dallas, Texas, United StatesA network-centric organization, Elite Meet provides opportunities for transitioning elite military to connect with corporate partners, learn about a variety of industries, and most importantly, to interact with a community of peers with a shared experience.
The Vant GroupInvestment Banking Analyst
Sep. 2020 - Nov. 2020Dallas, Texas, United StatesDeveloped the professional competencies supporting Managing Directors and Partners through the application of multiple valuation methodologies, financial modeling, market analysis, and various functions preparing client-facing meetings. Directed contact with new business development and lead acquisition process for buy and sell side small business clients.
US NavyFirst Class Diver / Team Leader | US Navy Special Operations
Apr. 2006 - Aug. 2020Various• Directed $9.5M in assets across 50+ global missions, achieving 100% readiness with 25 personnel.
• Amplified PR 265% via 101 VIP engagements, driving 30% recruitment growth.
• Mentored 36 Naval Academy Midshipmen, ranked #1 among 33 peers, impacting 90% retention.
• Certified $2.8M in systems training 72 divers from 11 nations, reducing incidents by 25%.
• Reduced risks 30% in 40+ high-stakes missions through strategic analysis.
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