Prosperity Wealth Strategies
President
Planning Alternatives Jan 2015 - Mar 2019
Wealth Advisor
Hilliard Lyons Mar 2013 - Jan 2015
Wealth Planner
Cig Capital Advisors May 2012 - Feb 2013
Senior Wealth Manager
Comerica Bank Jun 2011 - May 2012
Professional Trustee Alliance Business Analyst
Education:
Wayne State University Law School 2003 - 2006
Doctor of Jurisprudence, Doctorates
University of Michigan 1999 - 2003
Bachelors, Bachelor of Arts, Economics
Skills:
Wealth Management Series 7 Strategic Financial Planning Financial Analysis Investments Wealth Management Services Retirement Planning Financial Modeling Certified Financial Planner Wealth Preservation Planning Investment Advisory Financial Goals Charitable Gift Planning Wealth Transfer Multi Generational Wealth Transfer Wealth Accumulation Family Wealth Management Financial Planning Risk Management Team Coordination Cash Flow Planning Retirement Transition Planning