Position:
Principal & CEO at Biltmore Wealth Advisors
Work:
Biltmore Wealth Advisors
- Scottsdale, Arizona since Sep 2012
-
Principal & CEO
Camelback Wealth Management, LLC
- Scottsdale, Arizona Aug 2010 - Sep 2012
-
Managing Partner
The Planning Group of Scottsdale, LLC
- Scottsdale, Arizona Jan 2008 - Aug 2010
-
Sr. Portfolio Manager and E.V.P.
Capitol Wealth Advisors
- Scottsdale, Arizona Apr 2006 - Dec 2007
-
Portfolio Manager and S.V.P.
UBS Wealth Management
- Phoenix, Arizona Mar 2004 - Apr 2006
-
Financial Advisor
Northern Trust
- Phoenix, Arizona Feb 1999 - Mar 2004
-
Portfolio Manager
PIMCO
- Newport Beach, California Aug 1992 - May 1999
-
Bond Trader
Education:
Marshall School of Business - University of Southern California 1995 - 1997
MBA, Emphasis in Finance and Business Economics
Pepperdine University 1988 - 1992
B.S., Business and Finance
Arizona State University
Stanford University
USC
University of Denver
Western International University
Interests:
Scuba diving, traveling, watching college football, and listening to and playing music
Certifications:
Series 7, FINRA
Series 66, FINRA
Arizona Life & Health Insurance License, Arizona Department of Insurance