|
I have served as a Vice President and Financial Consultant at Ladenburg Thalmann & Co. Inc. since 2001. I have realized that helping clients achieve their financial goals can be a very rewarding experience. I specialize in portfolio construction, asset allocation, security selection, as well as wealth and retirement planning. I hold the series 7, 24, 63 and 66 securities licenses and am registered in most states throughout the country. One of the most important lessons I learned growing up in the Midwest, is the value of relationships. Some consultants focus on the returns of a portfolio rather than on the relationship with the client. I’ve always been a firm believer that if you focus on the relationship and you build mutual trust, then you can work together to achieve the desired reward. I believe that Financial Consultants should possess ethics, honesty, dedication, and be resultsdriven. I hold these traits in the highest regard and pride myself on possessing all of them. I am a graduate of Texas Christian University and received a Bachelor’s degree in Financial Management with a minor in both International Business and Spanish. My affiliations included the Financial Management Association, Gamma Alpha Delta Honor Society, Investments Practicum, and TCU Varsity Baseball. My educational highlights included 5-time Dean’s Academic Honors, 3- time Greek Scholar’s Award, and TCU’s Top Academic Baseball Scholar in 1998. | 