Historic Flight Foundation
Board Member
Highland Homes
Director of Investment Strategy
EY
Manager, Business Valuation Consulting
WMS Advisors, LLC
Vice President, Senior Portfolio Manager
M+L Advisors
Co-Founder, Executive Coach
instaCOVER, LLC
Board Member
Cornerstone Advisors, Inc. (Bellevue, WA)
Managing Director, Client Manager
Rigel Capital, LLC
Senior Vice President, Investments
Bank of America
Vice President, Portfolio Manager
College for Financial Planning
Institute for Professional Excellence in Coaching (iPEC)