Veritas Wealth Advisors
Vice President
Edward Jones Dec 2012 - Mar 2019
Financial Advisor
Newmark Investment and Loan Mar 2011 - Aug 2012
Marketing
L&G Mortgagebanc Jan 2009 - Dec 2010
Area Manager
Bank of America Mar 2007 - Sep 2008
Mortgage Consultant
Education:
Baker University 1999 - 2001
Bachelors, Bachelor of Science, Business Finance
Skills:
Financial Analysis Investments Wealth Management Mutual Funds Retirement Planning Life Insurance Qualified Retirement Plans Ira's 401K Roth Ira Investment Strategies Multi Generational Wealth Transfer Estate Strategies Trust Services Intergenerational Wealth Transfer Portfolio Review Simple Ira Sep Ira Succession Planning Portfolio Strategies Legacy Strategies Income Distribution Strategies Income Protection Strategies Asset Allocation Strategies Profit Sharing Individual Retirement Accounts Annuities Education Savings 529 Plans Custodial Accounts Investment Banking Equity Investments Fixed Income Investments Certificates of Deposit Money Market Funds Stock Unit Investment Trusts Systematic Investing Retirement Plan Review Retirement Account Consolidation Online Account Access Advisory Solutions Managed Account Program Bonds Financial Calculators Exchange Traded Funds Coverdell Education Savings Accounts Personal and Business Credit Cards