Experience

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  Woodhill country club

  May 1996 - May 2003

  Assistant tennis instructor

  Assisted club staff professionals in the teaching of junior tennis programs. Arranged private and group lessons for club members and their guests.

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  Rbc capital markets

  Jun 2000 - Oct 2001

  Senior trading liaison

  Responsible for trade billing and analysis for corporate brokerage clients of RBC Capital Markets.

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  Wells fargo investments, llc

  Aug 2004 - May 2008

  Senior trading specialist.

  Acted as primary point of contact for high net worth clients executing complex equity and options trading orders - Wells Fargo Investments, LLC. This includes questions on strategy, order entry, and size of orders placed.

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  Sovereign wealth solutions, inc.

  Oct 2007 - Jun 2017

  Owner

  (Acquired by Advanced Capital Group, June 2017)Independent wealth advisor with over a decade of experience with high net worth clients. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, we are dedicated to assisting clients plan their financial futures while subscribing to strict ethical and legal standards. CRD #150492.* Asset Allocation & Portfolio Management Planning.* Advanced Wealth Protection Strategies.* Retirement Planning & Rollovers.* Estate Planning & Advanced Insurance Planning. Show less

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  University of st. thomas

  Sept 2008 - Jun 2009

  Equity analyst

  Responsible for analysis, selection, and monitoring of equity portfolio on behalf of the University of St. Thomas Endowment Fund Board of Directors. Report and present quarterly performance statistics to the UST Endowment Board with senior management staff.

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  Advanced capital group

  Jun 2017 - now

  Managing partner, planning director

  www.acgbiz.comAdvanced Capital Group, An Alera Group CompanyResponsible for implementation and monitoring of wealth management programs for individual clients of Advanced Capital Group. Secondary role to engage and assist with plan participant wellness programs on behalf of institutional clients of ACG as directed by senior management initiatives. ACG is a federally registered investment fiduciary overseeing $30 billion in managed funds for our clients nationwide. Assigned Roles:- Marketing Committee Co-Founder.- Fiduciary wealth advisory to high net worth individuals.- Distribution and excess planning for executives of ACG corporate clients.- Portfolio design and monitoring for individual wealth management clients.- Insurance & Risk Planning Show less