Position:
Wealth Advisor, CEO at Black Mountain Wealth Management
Work:
Black Mountain Wealth Management
- 2470 St. Rose Parkway Suite 313 Henderson, NV 89074 since Dec 2011
-
Wealth Advisor, CEO
TriCor Financial LLC
Jan 2010 - Dec 2011
-
Senior Vice President, Financial Consultant
Integrity Business Professionals Chapter BNI Las Vegas
- 2100 W. Warm Springs Rd Henderson, NV 89014 Oct 2010 - Sep 2011
-
President
The Attitude of Money Radio Show
2010 - Jun 2011
-
Co Host
Edward Jones
Aug 2001 - Jan 2010
-
Financial Advisor
Morgan Stanley Smith Barney
1997 - 1999
-
Financial Consultant
Education:
San Francisco State University 1986 - 1990
BS, International Finance
Interests:
Darts, World Events, Politics, Fishing, Single Malt Scotches
Honor & Awards:
Accredited Asset Management Specialist designation from the College of Financial Planning, 2006, Ted Jones Prospecting Award, Al McKenzie Award,