Oneascent
Wealth Management Advisor
Beacon Wealth Consultants, Inc. Nov 2014 - Oct 2017
Wealth Advisor
Stewardship Advisory Group May 2013 - Nov 2014
Investment Advisory Representative
United Planners Financial Services Feb 2011 - Nov 2014
Registered Representative
Financial T.i.p.s May 2002 - Nov 2014
President and Chief Executive Officer
Education:
Indiana University 1991 - 1994
Bedford North Lawrence High School
Indiana University (Bloomington)
College For Financial Planning
Masters
Skills:
Personal Financial Planning Retirement Planning Estate Planning Charitable Gift Planning Personal Tax Planning Investments Life Insurance Certified Financial Planner Practitioner
Interests:
Quality Family Time Horses Gardening Playing the Piano Antiquing Singing