Position:
Vice President, Wealth Management at Integrity Bank & Trust
Location:
Colorado Springs, Colorado Area
Work:
Integrity Bank & Trust
- Colorado since Feb 2007
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Vice President, Wealth Management
SCORE Chapter 206
2007 - 2010
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Board of Directors
National City
Feb 2001 - Aug 2006
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Financial Consultant
Education:
Taylor University 2004 - 2006
MBA, Marketing & Finance
Taylor University 1996 - 2000
Bachelor's degree
Skills:
Estate Planning, Retirement Planning, Alternative Investments, Philanthropy, Self Directed IRA, Wealth Management, Investment Advisory, Investments, Series 7, Wealth, Strategic Financial Planning, Retirement
Interests:
Family, Investing, Reading, Golf, Travel (International especially)