Position:
Investment Advisor Representative at Transamerica Financial Advisors, Inc., CEO at MSI Capital Group, Inc., CEO at MSI Financial Group, Inc., President at MSI Lending of Lexington, Inc., A Division of MSI Capital Group, Inc., Registered Representative at World Group Securities, Inc. (Self-employed), Executive Marketing Director at World Financial Group, Inc.
Location:
Lexington, Kentucky Area
Work:
Transamerica Financial Advisors, Inc. - 271 West Short Street Suite 510C, Lexington, Ky 40507 since Jan 2012
Investment Advisor Representative
MSI Capital Group, Inc. since May 2008
CEO
MSI Financial Group, Inc. - 271 West Short Street Suite 510B, Lexington, Ky 40507 since Dec 2007
CEO
MSI Lending of Lexington, Inc., A Division of MSI Capital Group, Inc. since Aug 2003
President
World Group Securities, Inc. since Oct 2000
Registered Representative
Education:
University of Kentucky
OJT
Skills:
Small Business
Finance
Loans
Real Estate
Management
Insurance
Banking
Property & Casualty Insurance
Investments
Investment Properties
Financial Services
Entrepreneurship
Retirement
Wealth Management
Fixed Annuities
Mortgage Banking
Leadership
Mortgage Lending
Business Development
Interests:
Leadership Development, Professional Networking, Private Pilot, Traveling the World, Exercise & Physical Fitness, Skiing, Golf, Helping others become Financially Independent & Investing
Honor & Awards:
* Private Pilot - Land & Sea, Department of Transportation - Federal Aviation Administration
* Executive Marketing Director - WFG, A Member of the Aegon Group - www.tfg.transamerica.com ( Member 100K Ring Club & Success Society )
* 2001 Presidents Club Award - " Banking"
* Master of Ceremonies " Annual Awards Gala, 2007
* Top 25 Leadership & Team Recruiter - WFG, 2005