Wealth Elevated Nov 2017 - Oct 2019
Founder
Onyx Financial Advisors Nov 2017 - Oct 2019
Advisor
Mra Associates Sep 2015 - May 2017
Client Associate
Vanguard Feb 2014 - Aug 2015
Client Relationship Associate
Education:
Brigham Young University - Idaho 2010 - 2013
Bachelors, Accounting
Kaplan University
Skills:
Auditing Tax Consultation Financial Planning Tax Financial Modeling Finance Financial Services Capital Sufficiency Analysis Financial Accounting Visual Basic Strategic Financial Planning Microsoft Excel Has Errors Great Personal Financial Planning Tax Accounting Quickbooks Management Financial Reporting Financial Statements Investment Management Database Administration
Interests:
Family Social Services Children Automotive Investing Civil Rights and Social Action Education Motorcycles Reading Human Rights Golf Fishing Health
Languages:
Spanish
Certifications:
Series 7 Series 63 Certified Financial Planner™ Passed Level Ii of the Cfa Program