Experience
I have been a Financial Advisor with Equitable Advisors since 2018. I began my career with Equitable Advisors as an Executive Assistant in 2013, while completing my BS in Finance at the University of Texas Dallas.
Education
I graduated with a BS in Finance from The University of Texas at Dallas in 2018; where I joined Gamma Iota Sigma, the international risk management, insurance, and actuarial science fraternity. I have held my Life and Health license for almost a decade and have also passed the Series 7 and 66 registration exams.
CERTIFIED FINANCIAL PLANNER™ professional
In 2022 I passed the CFP® certification exam. As part of the certification, CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam.
Personal Information
I am married to my best friend and middle school sweetheart Meagan. We live in downtown Dallas and enjoy going to Stars games, concerts, and the movies. In my free time I enjoy gaming, learning new skills, and grabbing a good burger with my friends.
California Insurance License #: 4241259
Arkansas Insurance License #: 16963830
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Eshelman Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.