Experience
Makes all the difference
I started in the business in Jan. 1997 with American Express Financial Advisors in Wisconsin. In late 1998 I decided to move to Kentucky to be closer to my father and started at Central Investment Center inside of Central Bank. While there I managed $80 million in assets and was named a top 50 advisor in the country by "Bank Investment Consultant" magazine from 2007-2011. I graduated from the University of Wisconsin-Whitewater in Dec. 1996 with my major in Organizational Communications, and a minor in Finance. My wife Theresa and I have 2 boys, Brady and Joey.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Lexington, KY |
January 2012 - Present |
Central Investment Center, Central Bank |
Senior Vice President - Investments |
Lexington, KY |
November 1998 - January 2012 |
American Express Financial Advisors |
Financial Advisor |
Madison, WI |
January 1997 - October 1998 |
Accomplishments
- From 2001 - 2011 while at Raymond James (Central Bank), I have been in the top 5 Financial Institution Division for production every year.
- Named as Leaders Council at Raymond James from 2003 - 2011 meaning I have produced $1 million in production each year.
- Top 50 Financial Advisor in the country from 2007 - 2012 by "Bank Investment Consultant" magazine.
Education
- University of Wisconsin-Whitewater graduate in Dec. 1996, with a Major in Organizational Communications and a Minor in Finance
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Life and Health Insurance (Kentucky)
- Variable Annuity (Kentucky)
- Variable Life (Kentucky)
Registered States:
AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV