Ask me about
Work experience
- August 2020 – present
Smpl Wealth
FounderFinancial planning platform free of sales pitches, excessive costs, and inferior technology with 100% transparent pricing structure that is based on your age, not the amount of assets you have. - January 2012 – present
Retirement Solutions Show
Co-HostThe Retirement Solutions Show is a financial radio show that airs weekly on 770-KKOB, 1050-KTBL and 1000-KKIM. - August 2009 – present
Oakmont Advisory Group
Investment Advisor, PartnerOakmont is an Albuquerque fiduciary financial advisor with a rich history of providing goal-driven financial planning strategies, retirement planning, and wealth management. - February 2007 – August 2009
General Motors R*Works
Marketing SpecialistManaged, created and executed experiential marketing events and campaigns for dealer relationships within the Chevrolet channel. Lead regional key campaigns for Chevrolet, including NASCAR - Texas Motor Speedway and MLB - Texas Rangers and the reintroduction of the Chevrolet Camero. - May 2003 – September 2006
Golf Solutions Managment & Consulting
Marketing Director
Education
- 1998 – 2002BBA, Marketing & Management