Position:
Financial Advisor at Planto Roe Financial Services
Work:
Planto Roe Financial Services
since Jun 2013
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Financial Advisor
USAA
Jun 2010 - Oct 2012
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Financial Advisor
Education:
Texas Tech University 2008 - 2010
Bachelor of Science (B.S.), Personal Financial Planning
Skills:
Retirement Planning, Wealth Management, Financial Planning, Asset Management, Financial Analysis, Event Management, College Savings Plans, Life Transitions, Life Insurance, Annuities, Face to Face Advising, Investment Strategies, Investment Advisory, Registered Investment Advisor, Team Leadership, Team Coordination, Investments, Financial Planners