Position:
CEO/Director of Investment Services & Planning at GrandView Strategic Partners
Work:
GrandView Strategic Partners
- Suwanee, GA since Sep 2008
-
CEO/Director of Investment Services & Planning
Raymond James & Associates, Inc
2001 - 2004
-
Financial Advisor
Education:
University of Georgia - Terry College of Business 1995 - 1999
Bachelor of Business Administration, Finance
Skills:
Financial Planning, Investments, Retirement Planning, Wealth Management, Portfolio Management, Strategic Financial Planning, Series 7, Financial Advisory, Retirement, Mutual Funds, Securities