Involved as senior management, partner, or as an owner in all aspects of building successful businesses in various fields
27 years in financial services as Insurance specialist, Financial planner, Investment advisor, Mutual fund co-portfolio manager, and Chief Investment Strategist
Auto parts store manager
Service station owner, light duty mechanic, facilities care & maintenance.
Switch engine operator and light rail car repair for rail car repair company
Operator for oil field engineering firm.
Promoted to assistant manager of service station with 24 employees after 6 months at age 18
Business owner at age 20
Promoted to auto parts store manager after 6 months
Rocky Mountain Division high scores in Specialist I and Specialist II schools for Otis Engineering
Promoted to Investment Products Specialist and Investment Products Training Coordinator for Lutheran Brotherhood Financial in the Oregon & SW Washington Region after 18 months
2002 - Select Advisors recognition for top ten 1 year performance (among 600+ of top US investment advisory firms)
Selected as writer/contributer for an Emmy Award-winning online financial news source and media company
Firm partner with direct leadership responsibilities over the Investment Committee.
Was responsible to advise and assist CEO and Chief Planning Strategist in all aspects of building a successful financial planning practice geared towards high net worth individuals and business owners.
Affiliated with several broker-dealers and RIA firms as an independent financial planner.
Incorporated as Cambridge Financial Services in 1996.
IPS - Investment Products Specialist
Assisted Lutheran Brotherhood Representatives in client presentations and competitive situations
IPTC - Trained new Representatives and developed curriculum for the ongoing education of existing Representatives
Part time position while attending college
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