I am an Associate Advisor for Burkholder Wealth Management (BWM). I support portfolio analysis and reporting, interpreting client data, and financial plan implementation. I am a series 65 holder.
I recently graduated magna cum laude at Oral Roberts with a degree in finance. In addition to my personal studies, I was a University tutor in Economics, and other business courses. I am a practicing and license fiduciary advisor, who has recently covered the Series 65 exam.
I have recently...
I am an Associate Advisor for Burkholder Wealth Management (BWM). I support portfolio analysis and reporting, interpreting client data, and financial plan implementation. I am a series 65 holder.
I recently graduated magna cum laude at Oral Roberts with a degree in finance. In addition to my personal studies, I was a University tutor in Economics, and other business courses. I am a practicing and license fiduciary advisor, who has recently covered the Series 65 exam.
I have recently studied and tutored many students in several business areas. I know what specific exams require, I have a current working experience on the subject matter, and pride myself on communicating complex topics in easy to digest ways.
I hope to achieve success by preparing students to excel in an exam by teaching them the relevant, and practical applications of business material.
