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Bio
I am a Financial Advisor with Edward Jones. I am dedicated to the relationship involved with assisting my clients to better understand, document and reach their financial goals. Primarily supporting clients in Retirement Planning Strategies. I also aid in supporting them with proper life insurance needs and Long Term Care. I find it personally and professional rewarding to assist fellow Vets.
Currently a Financial Advisor with Edward Jones, First Serviceman accepted in to the Their Training program called "Forces". I hold Series 7 & 66 Security Licenses, I am also life insurance llicensed. I service clients in LA, MS, FL, TX, WA and AZ. I am currently working on my AAMS.
Military Experiences
Jun 2008 - Apr 2012
Counterintelligence Chief
Responsible for the Manning, Equipping and Training of all Marines Forces Reserve Counterintelligence Teams and Personnel.
Sep 2007 - Jun 2008
Operations Chief (S3)
Responsible for aiding in development and training of Battalion personnel for deployment to Iraq, Afghanistan, and other locations. Oversaw Deployment readiness for Battalion deployment to Iraq Feb/Mar 2007. Served as rear detachment SgtMaj from Feb -June 2008.
Jul 2005 - Sep 2007
Operations Chief/ Co 1stSgt
Responsible for all Duties a Company 1stSgt (prior to 1stSgts being assigned to company level Intel Commands). Responsible as Operations chief for two deployments to Iraq, Served as CIHOC Chief Camp Fallujah from Feb-Oct 2006 and Feb-May 2007 and JPEC (Joint Prosecution and Expliotation Cell) Ramadi May-Sept 2007.
Mar 2001 - Jun 2005
Internal Security/Counterintellligence Chief
Served as the Internal Security Chief, responsible for overseeing the Screening and clearance program for all Squadron Personnel. As the Counterintelligence Chief, oversaw all required ATFP training for the Squadron, liaison between various Fed Agencies include Service and White House Military Office in support of Presidential missions. Served as Advanced team Member for Security on over 20 overseas Presidential Missions.
Deployments
(2 years, 6 months)Military Credentials
Professional Development Schools
Individual & Special Skill Schools
Security Clearance
Top Secret/SCI or higher
Academic Degrees
Academic Degrees
Personal Information
Interests