I am currently working as an Associate Wealth Advisor for CliftonLarsonAllen. However, I feel the need to use my experience and skills to serve a purpose in accordance with my Catholic faith. I am a devout Catholic, attend daily mass and participate in my parish, and seek to do the will of God in my business and personal life.
I believe I would be a valuable team member at truly Catholic organization and would tangibly contribute to the success of its mission. During my time as an Associate for Hayashi Wayland and CliftonLarsonAllen, I learned technical skills in accounting, tax, financial analysis, investment analysis, wealth advisory, and behavioral finance. I have further developed these skills through the rigorous CFA program which required me to gain expertise in institutional wealth, institutional investors, economics, statistics, and portfolio management.
Beyond technical skills, I believe I possess valuable interpersonal skills. I have significant experience educating clients and prospects on investment philosophies and working with a team to create long-term, goal driven plans to deliver to clients.
Lead advisor managing over $7,000,000 across 42 accounts and personally brought in $500,000 in billable client assets
Pitched to prospects on the CLA investment philosophy, presented financial plans to clients, and educated them on fundamentals driving plan specifications
Coordinated with over 30 executives to draft a report detailing business development opportunities for over 80 high net worth clients worth over $1.1 billion
Prepared accurate financial statements for three multi-million dollar businesses and prepared over 200 tax returns over two tax seasons for entities including individuals, partnerships, corporations, and trusts
Managed status of client’s required minimum distributions and coordinated accurate/timely distributions to avoid significant tax penalties
Successfully pitched to owner group on offering a new machine learning advisory service line
Made asset allocation and trading decisions to minimize taxes and maximize return in accordance with client’s financial plan