Experience

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  Merrill lynch

  Jan 2005 - Jan 2007

  Financial advisor

  I helped people set their strategy, develop and implement their investment plan to achieve their goals and consistently monitored their progress to meet their goals.

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  Ubs

  Jan 2007 - Jan 2009

  Financial advisor, davis group

  I worked on Texas Instruments stock option team in Dallas. I helped middle level managers retire successfully from Verizon and AT&T throughout the country.

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  Morgan stanley

  Jan 2009 - Jan 2011

  Financial advisor, davis group

  I helped people successfully retire at several publicly traded companies such as executives at Exxon Mobil, AT&T and Verizon.

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  Wells fargo advisors

  Jan 2011 - now

  Senior vice president - investments financial advisor

  I help people in the community preserve and grow their wealth. My passion and inspiration is for clients to achieve their goals. I work to provide consistent oversight to keep clients informed on their financial progress throughout their life and into retirement.I provide clients with viable solutions through all stages of their investment plan and walk them step by step through a customized process tailored to each of their goals. I help create the vision for their investments and retirement income in a tax efficient manner and work closely with outside estate planning specialists and tax specialists to provide a comprehensive wealth planning approach. Show less