Personal Statement - I’m a wealth management advisor who helps clients with financial planning and insurance needs to create a better future for themselves and their families.
Primary Practice Area - Financial planning and insurance
Employment History - Financial Advisor since 2018. I worked in insurance before that from 2016-2018.
Education - University of Missouri BS Finance 2013
Credentials - Series 7 and 66, Life and Health Insurance licensed
Hobbies & Interest - Spending time with friends and family. Playing any sports or something competitive, currently pickleball and golf are my focus.