It’s been a long and varied career in financial services with a start in fee-based financial planning and advising many years ago in Kansas City after graduate school. From there planning took me to the east coast, Philadelphia, New York City, Boston, Miami, and, eventually, Tampa. During most of that time, however, I worked in fintech developing online trading and financial planning applications, sometimes for firms like Fidelity, Standard & Poors and American Century.
In all of that time, we always wanted to make investing and planning better, quicker, and available to more people. I still enjoy it and still want to want to help people with those things.
When not working, depending on the time of year, you’ll find my wife and I hiking in the mountains of Montana, avoiding the winter in Florida or visiting family throughout the country.
Qualifications:
ChFC®
Chartered Financial Consultant
Series 7, Series 65, Series 63
Education:
University of Kentucky, BS in Economics
University of Kentucky, MBA in Finance
Other Affiliations:
PMP® Project Management Professional
CSM® Certified Scrum Master
CAMS Certified Anti-Money Laundering Specialist