Experience

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  Executive wealth management

  May 2013 - Apr 2015

  Finance intern
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  Delta sigma phi fraternity

  Nov 2013 - Oct 2014

  President

  Head of all under-graduate functions for the Tau Chapter of the Delta Sigma Phil Fraternity at Hillsdale College.

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  Fidelity investments

  Oct 2015 - Jan 2017

  Investment consultant

  Successfully served in a client-facing consulting sales role. Met with self-generated leads & clients regularly to discuss retirement and investment goals while crafting an appropriate mix of financial products to suit the client. Hands-on sales experience with mutual funds, ETFs, annuities and separately managed accounts (SMAs).

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  Scottrade

  Jan 2017 - Jul 2017

  Investment consultant

  - Worked one-on-one with clients to provide brokerage and investment management solutions

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  Polaris wealth advisory group

  Jul 2017 - Mar 2023

  - As the sole financial planner for the firm, lead the preparation of financial plans for all firm clients and prospects. - Met with clients and advisors to discuss financial plans, ongoing portfolio management techniques, and economic outlook that drives the Polaris Investment Strategy.- Proficiency with MoneyGuide Pro - industry leading financial planning software.-Provides technical and fundamental research of stock holdings to clients and advisers (Buy/Sell ratings).- Various financial planning analysis to address additional areas of client needs including: mortgage refinancing, retirement savings and tax efficiency, multiple cash flow charts, insurance and more. Show less

  • Portfolio Manager

    Jul 2022 - Mar 2023

  • Senior Financial Analyst

    Jan 2022 - Jul 2022

  • Financial Analyst

    Jan 2019 - Dec 2021

  • Financial Planner

    Jul 2017 - Dec 2018
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  Raymond james

  Apr 2023 - now

  Financial advisor

  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less