My role, as Lead Wealth Adviser, at Capital Resource Management is to help individuals make the best decisions possible to optimize their personal wealth and their lives. As a team, we help our clients identify and implement strategic solutions that enable them to keep and protect more of what they're earning, grow strong financially, minimize complexity, and most importantly, help them reach their long-term goals and objectives.

I began my wealth management career as a comprehensive estate and business advisor to closely held business owners and professionals. I analyzed income and estate taxes, business structures, investment alternatives, risk management solutions and all other areas that affect the client's financial health.

I was part of a specialized team responsible for analyzing cost and revenue relationships across Sprint's long distance revenue network. Our work helped Sprint capitalize it's investment return within the business marketplace.

I assisted a research team responsible for the qualitative analysis of historical crop insurance data. My work supported our member companies in their own crop insurance premium pricing models.