Resumes
Resumes
Wealth Advisor
View pageLocation:
23815 south Newport Bend Cir, Katy, TX 77494
Industry:
Financial Services
Work:
Nexgen 2007 - Mar 2018
Member
Texas Tech University Personal Financial Planning Alumni Advisory Board Aug 2011 - Aug 2017
Member and Past President
Financial Planning Association (Fpa) Jan 2006 - Dec 2013
Public Relations Committee
Financial Planning Association (Fpa) 2009 - Dec 2011
Public Relations Director
Waddell & Reed Oct 2003 - Jun 2006
Financial Advisor
Member
Texas Tech University Personal Financial Planning Alumni Advisory Board Aug 2011 - Aug 2017
Member and Past President
Financial Planning Association (Fpa) Jan 2006 - Dec 2013
Public Relations Committee
Financial Planning Association (Fpa) 2009 - Dec 2011
Public Relations Director
Waddell & Reed Oct 2003 - Jun 2006
Financial Advisor
Education:
Texas Tech University 2000 - 2002
Master of Science, Masters Texas Tech University - Rawls College of Business 1995 - 1999
Bachelors, Bachelor of Business Administration, Finance Perryton High School 1992 - 1995
Master of Science, Masters Texas Tech University - Rawls College of Business 1995 - 1999
Bachelors, Bachelor of Business Administration, Finance Perryton High School 1992 - 1995
Skills:
Retirement Planning
Strategic Financial Planning
Investments
Finance
Wealth Management
Estate Planning
Asset Allocation
Investment Management
Asset Management
Portfolio Management
Strategic Financial Planning
Investments
Finance
Wealth Management
Estate Planning
Asset Allocation
Investment Management
Asset Management
Portfolio Management
Languages:
English
Certifications:
Certified Financial Planner™ Professional