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Investment Advisor CEO
Investment Advisor CEO
New mentor!
Member since 2025
  • Dallas
  • Memphis
About the mentor
  • Experienced in securities education and licensing as a Kaplan Professional instructor, helping hundreds of aspiring financial professionals master the SIE, Series, 6, Series 7, Series 65, and Series 3 exams
     
  • Founder and Managing Director of Golden Web Capital, a financial planning and advisory firm serving entrepreneurs, entertainers, athletes, and small business owners through customized, equity-focused wealth strategies
     
  • Former corporate finance and accounting professional at Cargill Inc., where I led strategic financial analysis, reporting, and equity initiatives that increased supplier diversity spend by over 500%
     
  • Passionate about financial empowerment and inclusion, having led community financial literacy programs and served as Treasurer of Minnesota’s first Black-led credit union, advancing access to banking and wealth education
     
  • Proven track record in strategic financial modeling, risk management, and portfolio development, integrating behavioral finance principles to help clients make confident, data-driven decisions
     
  • Deep understanding of capital markets, compliance, and digital asset ecosystems, allowing me to advise both institutional and retail investors navigating the intersection of finance and innovation


     



 



 



 


 


 


 

Expertise
  • Asset Management
  • Consulting
  • Private Equity
  • Equity Research
  • Accounting
  • Corporate Finance
  • Investment Advisor
  • Non-profit
  • Prop Trading
  • Real Estate
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer