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Bio
Co-founder and portfolio manager at Triple Summit Advisors, LLC, an independent, fee-only Registered Investment Advisor focused on providing wealth management and financial planning services. Investment professional with diverse experience in institutional asset management, wealth management, and client service. Proud veteran of the U.S. Army with overseas service in Iraq and Korea.
Deployments
(1 year)Oct 2008 - Sep 2009
Operation Iraqi Freedom (OIF)
Served on an 11-person Military Transition Team. Advised senior Iraqi Army officers on the training and deployment of a new 130-soldier Iraqi Army unit in Kirkuk.
Military Credentials
Professional Development Schools
Individual & Special Skill Schools
Security Clearance
None / Expired
Academic Degrees
Academic Degrees
Personal Information
Interests