![]() |
Southwest Texas State University (SWT) - Psychology, 1990
Money Managers, Inc., Registered Investment Adviser with the State of Texas
2008-2010 Investment Adviser Representative
Securities - Series 7 - General Securities
2010 - Present - OSJ with NEXT Financial Group, a registered securities broker/dealer, Member FINRA SIPC
2008-Present - Investment Advisor Representative with NEXT Financial Group, a registered securities broker/dealer, Member FINRA SIPC
2006- 2008 - A Registered Principal with Mutual Service Corp, a registered securities broker/dealer, Member FINRA SIPC
2001-2005 - OSJ Branch Manager with American Express Financial Advisors
1998-2000 -Vice President with American Express Financial Advisors
1997-1998 - District Manager with American Express Financial Advisors, a registered securities broker/dealer, Member FINRA SIPC
Insurance - Group I Life and Health
Advanced Advisor Group- American Express Financial Advisors |
2001-2005 |
Advisor Council - Fidelity Investments |
2008-2009 |
Master Council - Prudential |
2007-2008 |
Master Leader Award -American Express Financial Advisors |
1997-2000 |
Class A Golf Professional |
1991- 1994 |
3 Year Letterman in Basketball SWT |
1987-1990 |
Northside Suburban Little League-- Board Member 2003-2010 (President 2005-2007)
Coach youth baseball and basketball
Public Speaking - Seminars & workshops
Money Managers Inc. 2006-2009; President, 2010 to present
American Express Financial Advisors, 1996-2005
Golf Professional - Kings Crossing Country Club. 1994-1995
Golf Professional- Sonterra Country Club. 1991-1993