Prior to investments worked for Gerald Hines Interests and Wall Street Journal. Co owner of Jackson Haines media where we published golf , fishing ,travel, visitors and meeting planning magazines. Started with Edward Jones in 2000 and was hired and worked for Morgan Stanley Galleria until joining back as partner with Bill Shank in 2012 with Shank Wealth Management. Have done seminars and education events for Exxon Mobil, Workforce and Between Job Ministries helping people plan their job transitions and plan for retirement or wealth transfer. Really enjoy working with families and individuals to plan for their future and help families with life events such and job changes, inheritance, transferring wealth, college planning and my favorite, retirement. Helping people reach their goals is a passion and joy. Over 23 years of experience and we have a great team consisting of analyst, retirement planners and rollover specialists.