Experience

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  Morgan stanley/dean witter

  Jan 1996 - Aug 1997

  Stock broker/ account manager

  Investement Portfolio Mangement

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  Ameriprise financial

  Aug 1997 - Nov 2010

  Financial advisor

  Specialized in wealth managment, estate planning, and portfolio design.

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  Next financial group

  Apr 2011 - Aug 2015

  Wealth manager

  Financial Planning

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  Specialized tax and retirement solutions

  Sept 2015 - Aug 2020

  Senior financial advisor/owner

  Helping individuals achieve and maintain their financial goals by maximizing tax and investment strategies.

• 

  The financial guys

  Sept 2020 - now

  Senior financial advisor/ financial representative

  Helping you make your financial dreams a reality by listening and understanding what matters to you!