Financial credentials
- Chartered Financial Analyst®
- Series 7, 63, 65 Securities Licenses
Experience
26 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2022-present
- Portfolio Manager, Kentucky Farm Bureau, 2017-2022
- Co-founder and Financial Advisor, Sortino Advisory Partners, 2014-2017
- Financial Advisor, Morgan Stanley, 2012-2014
- Equity Research Analyst, Todd Asset Management, 2003-2011
- Associate Director, Institutional Investments, Aegon, 1998-2003
Education
- BS, Accounting, Pensacola Christian College
Personal interests and affiliations
- 20th Special Forces Group, US Army National Guard, 1997-2005