I have worked as a personal financial advisor since 1993.
Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals, small businesses, and non-profit organizations.
Work Experience
Managing Partner
Athena Private Wealth
July 2013 – Present
We provide financial planning and investment management services to business owners, individuals, and families.
Board of Managers
Athena Advisor Services
July 2013 – Present
Athena Advisor Services, LLC is a Registered Investment Adviser firm
Partner, Wealth Advisor
Athena Investment Group, LLC
January 2005 – July 2013
Securities and Investment Advisory Services were offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
Regional Manager
Lord, Abbett & Co.
January 1998 – January 2005
Lord Abbett is an investment management firm.
Investment Representative
Edward Jones
March 1993 - January 1998
Education
The Ohio State University Fisher College of Business
BSBA, Marketing, Risk Management, 1989 - 1993
Activities and Societies: The Acacia Fraternity, IFC