• M.B.A., Finance, Tulane University
• B.S., Engineering, Oklahoma State University
• Oil and Gas Industry experience with Mobil Oil
• Private Wealth Advisor, Montgomery Securities
• Senior Vice President, UBS
Wealth Management Focus:
• Focused on advising families of significant wealth in the areas of investment management consulting, corporate retirement plans, diversification and monetization strategies, alternative investments, fixed income and tax / estate planning strategies.
• Pre-IPO and Pre-M&A planning: income taxes, charitable planning and timing, wealth transfer structures
• Capital markets, asset allocation, portfolio construction and management and private equity.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures