Resumes
Resumes

Chief Executive Officer And Founder
View pageLocation:
Knoxville, TN
Industry:
Financial Services
Work:
Investopedia
2019 Investopedia Top 100 Advisor
Exit Planning Institute
Exit Planning Institute's 2018 Leader of the Year
Investopedia
Investopedia Top 100 Most Influential Advisors Award
Forbes Finance Council
Contributor
Heritage Investor
Chief Executive Officer and Founder
2019 Investopedia Top 100 Advisor
Exit Planning Institute
Exit Planning Institute's 2018 Leader of the Year
Investopedia
Investopedia Top 100 Most Influential Advisors Award
Forbes Finance Council
Contributor
Heritage Investor
Chief Executive Officer and Founder
Education:
Exit Planning Institute 2016 - 2018
The American College 2004 - 2010
College For Financial Planning 2003 - 2006
University of Phoenix 2005 - 2006
Bachelors, Bachelor of Science, Management, Business Management Abraham Baldwin Agricultural College 1999 - 2002
Associates, Horticulture Abraham Baldwin Agricultural College 2000 - 2002
Associates, Management The American College of Financial Services
The American College 2004 - 2010
College For Financial Planning 2003 - 2006
University of Phoenix 2005 - 2006
Bachelors, Bachelor of Science, Management, Business Management Abraham Baldwin Agricultural College 1999 - 2002
Associates, Horticulture Abraham Baldwin Agricultural College 2000 - 2002
Associates, Management The American College of Financial Services
Skills:
Small Business
Investments
Strategic Financial Planning
Securities
Financial Advisory
Finance
Retirement Planning
Marketing
Estate Planning
Wealth Management
Retirement
Strategic Planning
Investment Advisory
Mutual Funds
Entrepreneurship
Leadership
Mergers and Acquisitions
Public Speaking
Financial Planning
Business Planning
Personal Tax Planning
Business Tax Planning
Tax Planning
Investopedia Top 100 Most Influential Advisors Award
Investments
Strategic Financial Planning
Securities
Financial Advisory
Finance
Retirement Planning
Marketing
Estate Planning
Wealth Management
Retirement
Strategic Planning
Investment Advisory
Mutual Funds
Entrepreneurship
Leadership
Mergers and Acquisitions
Public Speaking
Financial Planning
Business Planning
Personal Tax Planning
Business Tax Planning
Tax Planning
Investopedia Top 100 Most Influential Advisors Award
Interests:
Economic Empowerment
Politics
Education
Environment
Health
Politics
Education
Environment
Health
Certifications:
Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc.
Certified Exit Planning Advisor (Cepa)
Certified Value Growth Advisor™
Certified Financial Planner Board of Standards, Inc.
Certified Exit Planning Advisor (Cepa)
Certified Value Growth Advisor™
