Founder & CEO Cornerstone Wealth Advisory LLC
Chartered Financial Analyst, Director of Operations
Senior Financial Representative
Client Service Associate
Managing Director Emeritus, Strategies for Wealth
Managing Director, Strategies for Wealth
Chief Compliance Officer, Strategies for Wealth
Director of Marketing, Strategies for Wealth
Marketing Associate, Strategies for Wealth
Director of Advanced Planning, Strategies for Wealth
Director of Life Operations, Strategies for Wealth
Director of Life Underwriting, Strategies for Wealth