Designations
- Series 65
Work Experience
- Works with individuals and families to help them establish, implement, and monitor financial plans
- Responsible for the oversite and management of investment portfolios
- Was the Director of Investments and Owner of Four Points Advisors, LLC since cofounding the firm in 2015
Life Outside of MAI
- Native of Northampton, England
- An avid golfer (Division 1 NCAA player)
Education
- Belmont University, BA in Finance