
Timeline
About me
Vice President - Investment Solutions at B. Riley Wealth
Education

University of minnesota-twin cities
2008 - 2012Bachelor of arts (b.a.)Activities and Societies: Phi Kappa Psi Fraternity, Order of Omega
Experience

Noble royalties, inc.
May 2013 - Sept 2014Business development associate
Resource royalty llc
Nov 2014 - Jun 2015Business development manager
Megatel capital investment
Sept 2015 - Jun 2016Business development & operations director
Williams financial group
Jun 2016 - Jul 2017Product manager
National securities corporation
Jul 2017 - Jul 2022National Securities Corporation was acquired by B. Riley in July 2022.
Vice President - Investment Solutions
Apr 2021 - Jul 2022AVP - Investment Solutions
Jul 2017 - Apr 2021

B. riley wealth management
Apr 2021 - nowSecurities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.
Senior Vice President - Director of Investment and Advisory Platforms
Mar 2024 - nowVice President - Investment Solutions
Apr 2021 - Mar 2024
Licenses & Certifications

Certified financial planner (cfp)
Cfp boardJun 2019
Languages
- enEnglish
- spSpanish
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