Wealth Advisory Associate
Suite 1900
Atlanta, GA 30342
toll free: 800-825-7171
fax: 404-935-9797
- Lilburn Business Association
Committee Member
Lilburn, GA - Atlanta Management Society
Member
Atlanta, GA
- Bachelor Degree, 1995
Brigham Young University
Provo, UT - Masters Degree, 1997
Brigham Young University
Provo, UT - Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life & Variable Annuity Insurance Licensed
- Smith Barney Blue Chip award winner 2007
- All Academic Football Player
Brigham Young University
- 529 Plans
- Alternative Investments
- Asset Management
- Estate Planning
- Financial Planning
- Futures
- Lending Services
- Retirement Planning
- Wealth Management
- 2006 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Specialist
Atlanta, GA - 2000 - 2005: University of Minnesota
Assistant Football Coach
Duluth, MN - 1998 - 1999: Northern State University
Head Coach
Aberdeen, SD
- I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
On the Markets (pdf)
Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

