I am currently serving United States and Canadian clients as a registered Investment Adviser Represenative for Storehouse Financial, LLC. We are a fee-only, fiduciary, federal RIA headquartered in Fort Worth. I have years of experience in direct business development and sales servicing the medical community of Dallas-Fort Worth. On my track to become a Certified Financial Planner, I will transition into financial consulting and client service while maintaining my high level of direct contact, care, and account coordination.I have a combined experience of seven years in sales and business development. Through this experience, I have developed a trustworthy network of healthcare professionals and gained experience and knowledge of account management, grassroots marketing, and client service.I graduated from Texas Tech University in Spring 2016 with a B.B.A. in Marketing and a B.B.A. in Management, where I served three years as the official costumed mascot, Raider Red. I’m currently raising my kids with my wife in Mansfield, Texas.
Listed skills include Social Media, Public Speaking, Microsoft Office, Team Leadership, and 34 others.
