- Parsonex Securities, Inc.Franchise Owner, 2007 - presentFinancial Advising specializing in retirement income planning. And, helping other Advisors build their financial planning practice, with franchise opportunity. Securities offered through Parsonex Securities, Inc, Member FINRA. 2851 S. Parker Rd. Suite 800, Aurora, CO 80014 (303) 468-3400.
- Vantage Point BankLoan Originator, 2012 - 2014Residential refinance and purchase mortgages.
- Capital ChoiceNational Marketing Director, 2006 - 2007
- Primerica Financial ServicesRegional Vice President, 1989 - 2006
714 602 3192
714 602 3192
1401 N Batavia Street, Suite 201 Orange CA 92867-3500
- NFC Task Launcher
I live a Quantified, Uncluttered, Minimalist, and Simplified, but a High-End Life. The less you have, the more you value it.
- I strive to be a High-Performance Professional.
- Financial Advisor. Parsonex Franchisee. Entrepreneur. Sales Trainer. Finance guru.
- Public Speaker. Toastmaster
- Self-improvement freak.
- Philosopher Objectivist. Capitalist. Libertarian.
- Tech geek. Google fanboy.
- Low-Carb dieter.
- Kettlebell & MMA enthusiast.
- Formula E, MotoGP fan. Motorcyclist and cyclist.
- Racquetball and table-tennis player.
- Avid reader.
- PlayStation gamer.
- Cigar & pipe aficionado. Vodka & Scotch drinker.
- Music, TV & Movies.
- Gun enthusiast. CCW (CA, AZ, FL, UT). NRA member.
- U.S. Customs Global Entry Traveler program.
- Accomplishments, Awards & Certifications (Personal)
- Life / Health / LTC / Annuity license.
- Securities licenses: 6, 26, 63, 65.
- Parsonex Founding Partner.
- Parsonex Leadership Advisory Council.
- Parsonex Franchise Owner.
- Parsonex $200,000-income Ring.
- Parsonex MVP / Excellence Award: 2008 - 2012, 2014.
- Business Achievements.
- Accolades & Thank You's from clients and advisors.
- Frostburg State UniversityComputer Science, Philosophy, German, 1987 - 1992
- Kaiserslautern American High School1984 - 1987
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