After spending three years growing my business at Morgan Stanley, I found myself working mostly with corporate executives and entrepreneurs. I decided it was time to become an entrepreneur myself. I began my search looking for opportunities to become an independent financial advisor and a true fiduciary to my clients. Although I was very confident in my experience and abilities, I still wanted to find a group of advisors that I could work and share ideas with. I eventually was… Show more After spending three years growing my business at Morgan Stanley, I found myself working mostly with corporate executives and entrepreneurs. I decided it was time to become an entrepreneur myself. I began my search looking for opportunities to become an independent financial advisor and a true fiduciary to my clients. Although I was very confident in my experience and abilities, I still wanted to find a group of advisors that I could work and share ideas with. I eventually was introduced to Keith Brandt and the team at California Wealth Transitions. Making the switch to independence was a great move for my clients and me professionally. Since joining the team, we've hired new advisors, additional service staff, and are growing our family of clients each month. If you are not working with an advisor, but are interested in what having a relationship with one looks like, please give me a call. I've said this for years now, but it is my belief that everyone would be better off getting professional financial advice, whether it is from our team or another advisor/firm. You don't know what you don't know and many of life's biggest financial transitions only happen once, so you better get it right!Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. This profile is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and Investment adviser representatives of Kestra Private Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA. Show less

My time at Sterne Agee was cut short as the business was acquired by Stifel in late 2015 and my team's role was already filled at Stifel's headquarters. I was newly married, and my wife and I decided to take this opportunity to expand our horizons and what better way to do that than to move across the country from Alabama to San Diego. I started with Morgan Stanley as a financial advisor, working directly with clients for the first time in my career. I had a good understanding of the… Show more My time at Sterne Agee was cut short as the business was acquired by Stifel in late 2015 and my team's role was already filled at Stifel's headquarters. I was newly married, and my wife and I decided to take this opportunity to expand our horizons and what better way to do that than to move across the country from Alabama to San Diego. I started with Morgan Stanley as a financial advisor, working directly with clients for the first time in my career. I had a good understanding of the financial planning business and had great experience from my former roles at Sterne Agee, so after interviewing at a few large firms I decided to start building my business at Morgan Stanley. This was a great opportunity for me that certainly had it's challenges. The financial planning industry is difficult to find your footing and many of my colleagues at Morgan Stanley weren't around for long. This was especially challenging for someone like myself who had just moved to a new city and had ZERO connections and no network. Despite my lack of contacts, I was able to put myself out there, meet many people, and started onboarding new clients. Over time, I built a good book of business and had a great client base. I was surrounded by very successful advisors and got to observe their process daily. My time spent with Morgan was integral to my growth as an advisor as I learned not only how to manage money and build financial plans, but how to earn trust and provide value to my clients. Show less

After spending two years reporting to the executive team on all divisions within the corporation, I moved to a more specialized role focusing specifically on the wealth management division. Managing investments and financial planning for individuals was very appealing to me and this industry made sense to me. My time spent in this role was incredibly valuable as I was able to observe the top financial advisors in the firm and how they ran their business, how they spent their time, how they… Show more After spending two years reporting to the executive team on all divisions within the corporation, I moved to a more specialized role focusing specifically on the wealth management division. Managing investments and financial planning for individuals was very appealing to me and this industry made sense to me. My time spent in this role was incredibly valuable as I was able to observe the top financial advisors in the firm and how they ran their business, how they spent their time, how they talked to clients, and how they were able to add value and make a difference in their client's lives. Show less

After completing my internship, I was hired to work on a finance team that reported directly the the CEO and CFO. Our small team of recent college graduates dug into the P&Ls of each division in the company. We ran revenue projections, cost cutting analysis, and improved reporting capabilities allowing management to make more informed business decisions. As a young person starting my career, this was an incredible experience that taught me a tremendous amount. I learned how to set good… Show more After completing my internship, I was hired to work on a finance team that reported directly the the CEO and CFO. Our small team of recent college graduates dug into the P&Ls of each division in the company. We ran revenue projections, cost cutting analysis, and improved reporting capabilities allowing management to make more informed business decisions. As a young person starting my career, this was an incredible experience that taught me a tremendous amount. I learned how to set good goals, how to track progress towards those goals, and how to prioritize tasks. I learned how to communicate with executives and people with much more knowledge and experience than I had at the time. I learned a lot about the financial industry, how people think and make decisions, how people feel about money, and ultimately how to run a business successfully. Show less

I was hired as a summer intern on the institutional bond sales desk with Sterne Agee right out of college. I started this position 3 days after my college graduation (in hindsight maybe I should have taken some time off first!!). I was extremely excited for this opportunity as Sterne Agee had a great reputation in business school and if you got a full-time position with them after college, you were 'set'. I learned a lot about fixed income, municipal bonds, high yield, credit spreads, and… Show more I was hired as a summer intern on the institutional bond sales desk with Sterne Agee right out of college. I started this position 3 days after my college graduation (in hindsight maybe I should have taken some time off first!!). I was extremely excited for this opportunity as Sterne Agee had a great reputation in business school and if you got a full-time position with them after college, you were 'set'. I learned a lot about fixed income, municipal bonds, high yield, credit spreads, and more than I ever cared to know about the world of bonds. I sat on the trading desk that summer and observed the traders calling clients, buying and selling millions of dollars of bonds, and underwriting big deals for local municipalities. It was a great introduction to the world of finance. Show less