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Honors include:

  • ARRM Care Award nominee in 2006
  • Completion of Perkins Prism Management System


 I am an Investment Professional at Next Financial Group located in Houston, Texas. I work out of a branch office located in Eden Prairie, Minnesota. I have been an investment professional for 12 years. This includes 3 years with Advantage Capital and nine years with my current company, Next Financial.

I specialize in all areas of investing with a particular emphasis on building portfolios as well as various trend-following techniques.

I hold a Bachelor of Science Degree in Business Management and recently completed a Master's Degree in Business Administration with a healthcare management emphasis. I am seeking a permanent position with an established company.

Work experience

Jul 1998Present

Investment Professional

Next Financial Group

I am Registered Representative with a Series 7 Brokers Licence as well as a Series 4 Registered Options Principal License. I am experienced in managing all types of portfolios as well as investment accounts.

Aug 2000Present

Program Coordinator

Mount Olivet Rolling Acres

As a Program Coordinator, my job duties include: planning, implementation, and evaluation of programs; coordinating personnel resources; conflict resolution; and establishing and focusing on managerial priorities.


Jun 2008Dec 2009


Western Governors University


Personal Skills:   ·        Natural inclination to enjoy people ·        Known as a dependable and loyal leader ·        Respected as objective and fair ·        Opinions valued as thoughtful and introspective ·        Perceptive sense of humor
Management Skills:   ·        Successful experience in management positions ·        Expertise in coordinating personnel resources ·        Effective planning, implementation, and evaluation of programs ·        Proven skill in conflict resolution ·        Ability to establish priorities and focus on priorities
Professional Skills:   ·        Experienced knowledge of the stock market environment ·        Knowledge of compliance issues, including law and auditing issues ·        Skilled management of unique customer concerns ·        Prudent approach to assembling personal portfolios ·        Comfortable networking skills ·        Interest in and some experience in writing newsletters


Jul 1998Present

Series 7 Stockbrokers License

Dec 2001Present

Series 4 Registered Options Principal