Position:
Wealth Advisor at MapleCross Wealth Management, LLC
Work:
MapleCross Wealth Management, LLC
since Sep 2011
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Wealth Advisor
Wells Fargo Advisors, LLC
- Cookeville, TN Jun 2000 - Sep 2011
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Sr. Vice President - Investment Officer
J.C. Bradford & Co.
- Cookeville, TN Jun 1992 - Mar 2000
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Investment Limited Partner
Education:
Thunderbird School of Global Management 1987 - 1988
International MBA, International Finance
Tennessee Technological University 1982 - 1987
B.S. Accounting, Accounting
Skills:
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Retirement, Estate Planning, Investment Advisory, Series 65, Alternative Investments, 401k Rollovers, Series 63, Mutual Funds
Interests:
Running, flying, reading, and family.