Position:
Investment Advisor Representative at Transamerica Financial Advisors, Inc., CEO at MSI Capital Group, Inc., CEO at MSI Financial Group, Inc., President at MSI Lending of Lexington, Inc., A Division of MSI Capital Group, Inc., Registered Representative at World Group Securities, Inc. (Self-employed), Executive Marketing Director at World Financial Group, Inc.
Work:
Transamerica Financial Advisors, Inc.
- 271 West Short Street Suite 510C, Lexington, Ky 40507 since Jan 2012
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Investment Advisor Representative
MSI Capital Group, Inc.
since May 2008
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CEO
MSI Financial Group, Inc.
- 271 West Short Street Suite 510B, Lexington, Ky 40507 since Dec 2007
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CEO
MSI Lending of Lexington, Inc., A Division of MSI Capital Group, Inc.
since Aug 2003
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President
World Group Securities, Inc.
since Oct 2000
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Registered Representative
World Financial Group, Inc.
since Mar 1997
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Executive Marketing Director
Investment Advisors International, Inc.
- 271 West Short Street Suite 510C, Lexington, Ky 40507 Sep 2008 - Jan 2012
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Investment Advisor Representative
Education:
University of Kentucky
OJT
Skills:
Small Business, Finance, Loans, Real Estate, Management, Insurance, Banking, Property & Casualty Insurance, Investments, Investment Properties, Financial Services, Entrepreneurship, Retirement, Wealth Management, Fixed Annuities, Mortgage Banking, Leadership, Mortgage Lending, Business Development
Interests:
Leadership Development, Professional Networking, Private Pilot, Traveling the World, Exercise & Physical Fitness, Skiing, Golf, Helping others become Financially Independent & Investing
Honor & Awards:
* Private Pilot - Land & Sea, Department of Transportation - Federal Aviation Administration
* Executive Marketing Director - WFG, A Member of the Aegon Group - www.tfg.transamerica.com ( Member 100K Ring Club & Success Society )
* 2001 Presidents Club Award - " Banking"
* Master of Ceremonies " Annual Awards Gala, 2007
* Top 25 Leadership & Team Recruiter - WFG, 2005