POST-SECONDARY EDUCATION
- Bachelor of Science Degree in Finance, University of Wyoming
- Successfully completed General Securities Representative Examination (Series 7), Uniform Combined State Law Examination (Series 66)
RECENT BUSINESS EXPERIENCE
- Merrill Lynch, Financial Advisor, 2006 to 2009
- Cypress Capital Management, LLC, Investment Advisor Representative, 2009 to Present
- 11 years of experience with fiduciary clients
- 15 years of investment consulting experience
- Over 150 accounts as lead consultant
- Over 150 accounts as support consultant