Experience
Makes all the difference
I believe in the time tested applications of diversification and asset allocation in a portfolio to pursue your long term financial goals. The process we provide at UBS is centered around you the client. I pride myself on personal service that goes above and beyond, I hold myself to a higher standard.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
CRPS, Senior Vice President-Wealth Management & Senior Retirement Plan Consultant |
West Des Moines, Iowa |
- Present |
Primerica Financial Services |
Assistant to the regional director |
Hiawatha, Iowa |
- |
National Football League |
Athlete |
Nashville, TN |
- |
National Football League |
Athlete |
Ashburn, VA |
- |
National Football League |
Athlete |
Oakland, CA |
- |
Education
- Chartered Retirement Plans Specialist
- Bachelors, University of Iowa
Licenses
- FINRA Series 7, General Securities Representative
- State of Iowa, Life, Health, Variable Life Insurance and Variable Annuity Licensed
- FINRA Series 66, Investment Advisor Representative & Uniform Securities State Agent
Registered States:
AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MD, MI, MN, MO, MT, NC, NE, NY, OH, OK, SD, TN, TX, VA, WI