Contact detailsPhone: 9046107579
Branch Office: Englewood, CO
I am from Jacksonville, FL. Currently, I’m serving as a commissioned officer in the US Army. In 2013, I graduated from the United States Military Academy in West Point, NY.
I got started in the financial industry by joining Primerica, where I learned the fundamental principle of “buy term and invest the difference.” While I was there I realized the lack of financial literacy that most people had and saw the detrimental, yet common, consequences as a result of their lack of knowledge and education. It was at that point that I devoted myself to learning the skills necessary to educate those who are willing to be helped financially.
When I became a part of the Parsonex team, I learned that simplicity is best option. I believe that the success of an investment is not contingent on merely the knowledge of the vast array of investment products, but more so depends on the management of a client’s emotions. My role is to simply be a coach who’s goal is to present solutions which would enable a client to make educated financial decisions as well as committing to a solid, long-term financial plan.