I grew up in Iowa, spent some time in the Army and lived all over the world before settling in Arkansas. I moved to Little Rock for the job but stayed for the girl (my wife Annie). We have two teenage kids, Jack and Annabelle, and two spoiled rotten Goldendoodles, Hagrid and Rosie. My work is my passion and my hobby, but I love spending time outdoors with my family, hiking, biking, reading and binge-watching great shows while exercising.
Credentials
Chartered Financial Analyst
Investment Advisor Representative
Education
MBA, University of Iowa
BSBA, University of Arizona
Experience
2017-present: Financial Planner, Aptus Financial
2015-2017: Hedge Fund Analyst, Circumference Group
1997-2015: Senior Research Analyst, Stephens Inc.
1996-1997: Junior Research Analyst, Salomon Brothers
1993-1994: Sales Representative, Drydene Performance Products
1989-1993: Army Officer/Explosive Ordnance Disposal Technician
Expertise
Physicians, attorneys and tech execs
Tax-efficient investing
Guided transitions away from advisors to self-managed accounts
Cash management and contingency planning
Retirement planning
Employer retirement plans and wellness programs