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Work Background
Modern Loxley ConsultingFounder
Mar. 2024Colorado Springs, Colorado, United States- Delivering integrated sovereignty solutions utilizing niche tax strategies for capital gains deferral/compounding and “global tax arbitrage”. - Construct and support tax-efficient and compliant global citizenship transitions.
- Design/deploy the latest renewable energy & grid technologies to individuals and business owners.
Advenire WealthCo-Founder | CIO
Apr. 2019 - Mar. 2024Colorado Springs, Colorado Areawww.advenirewealth.com Integrated Planning and Open-Architecture Solutions | Innovative Tax Strategies and 1031 Exchanges | Institutional-Grade Alternatives and Private Market Access |
Entrepreneur/Small Business Valuation, Consulting and Exit Planning | Retirement Cash Flow | Multi-Generational Wealth Transfer and Family Governance | 2023 Best of the Springs Silver Winner
Fidelity InvestmentsVice President, Financial Consultant
Jul. 2018 - May. 2019Provided comprehensive wealth planning to affluent individuals and their families in Southern Colorado. Create, maintain and deepen relationships with new and existing Fidelity clients. Oversaw a $600 million book of business that exclusively included high and ultra high-net-worth clients whose past and current positions include C suite executives, lawyers, doctors, engineers, and small business owners.
Fidelity InvestmentsFinancial Consultant
Jan. 2015 - Jul. 2018Colorado Springs, Colorado AreaProvided comprehensive wealth planning to affluent individuals and their families in Southern Colorado. Create, maintain and deepen relationships with new and existing Fidelity clients. Started in 2015 with a $230MM book of business that grew to $600MM by 2019. Worked exclusively with high and ultra high-net-worth clients whose past and current positions include C suite executives, lawyers, doctors, engineers, and small business owners.
Fidelity InvestmentsInvestment Consultant
Dec. 2013 - Jan. 2015Colorado Springs, Colorado Area
T. Rowe PriceSenior Sales and Retention Specialist
Nov. 2012 - Dec. 2013Colorado Springs, Colorado AreaAssisted high value clients with their individual investing needs and employer sponsored retirement plan investing and financial planning decision making.
Eldorado Trading Group - WestEurodollar Interest Rate Trader
Aug. 2011 - Nov. 2012Cherry Creek, COTraded Eurodollar interest rate futures, the world’s most liquid commodity on the world’s largest commodities, futures and derivatives exchange, the Chicago Mercantile Exchange. Averaged $5-10 billion notional trade volume per month trading against the largest banks and quant firms in the world.
Prudential Professional RealtorsReal Estate Broker Associate
Apr. 2004 - Aug. 2005Colorado Springs, Colorado, United States
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