Job Title: Financial Advisor
Company: Main Street Wealth Advisors
Industry: Financial Services
Mentor Since: Fall 2009
Will Mentor: Graduate Students, Undergrad Students, Bridge MBA Students
Educate and advise clients on strategies to manage, grow, and preserve their assets; specific areas of focus are Planning/Management of cash flow, investing, liability, retirement, 401K and 403b Plans, Education Funding, life and long-term care insurance, and charitable gift giving. My commitment to clients; to help them address any financial issue they face by providing my consultative services as well as coordinating with other Advisors, Tax Advisor and/or Attorney.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Main Street Wealth Advisors is a separate entity from WFAFN.
Retail brokerage and asset management businesses
Main Street Wealth Advisors
2010 - Present
Morgan Stanley Smith Barney (WA)
March 2004 – 2010
Kuhlman Technologies (WA
June 2000 - February 2004
Educational Consultant: WA
Grolier Publishing (WA)
May 1998 - May 2000
District Service Manager: Copier Div.
Eastman Kodak Company (WA)
June 1989 - November 1997
Service Engineer: Minilabs Worldwide
Eastman Kodak Company (NY)
December 1985 - May 1989
High School Biology Instructor
Bryan Station High School (KY)
August 1974 – June 1980
Additional: Calligraphy Instructor (adult ed), TV Station (engineering), Civil Engineer (drafting), Voice-overs
NASD Series 7, 63, and 65, Life/Disability Insurance
Web Technologies Certificate, University of Washington, Seattle, Washington
BS, Electrical Engineering, University of Kentucky, Lexington, Kentucky
MS, Education, (science emphasis), University of Kentucky, Lexington, Kentucky
Professional Teaching Certificate (7-12), State of Kentucky
BA, Biological Sciences, Transylvania University, Lexington, Kentucky
Mentoring Objectives & Scope
Some of the topics: finding a job, work life balance, interviewing skills, social media, resumes, choosing a career, and more...
When and where do you hold meetings with your students?
After twelve years with the Albers Mentor Program I continue to enjoy passing on useful information to students as they face change in their work/life journey. However, now that I have made a change, managing my financial practice from the Midwest, my mentor sessions will be primarily video conferences. So, though I plan to visit Seattle several times each year, the reality is that you’ll need to be comfortable with the expectation of meeting monthly online.