Advisor profile

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  • Transfer funds, and much more
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26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management

Education

  • BBA-Marketing, Southern Methodist University Dallas, TX 1998

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021,2022

Previous experience

  • Senior Registered Sales Assistant, LPL Financial, 2013-2014
  • Senior Associate, - IMS Securities, 2009-2013
  • Registered Client Service Associate, Stanford Group, 2006-2009
  • Registered Client Service Rep, Smith Barney, 2006
  • Registered Client Service Associate, Legg Mason, 2002-2006

Interests

4-YEAR Letterwinner NCAA DIV 1 XC/Track & Field -SMU

3-Time Master World Athletics Championships Participant representing USA

My photos

3 albums
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