Business Description
I began my career in 1994 interning at Wheat First Butcher & Singer. In 1995 as an executive at the firm I specialized in corporate retirement plans and retirement planning. In 1997, Wheat First Butcher & Singer merged with First Union Securities, formerly Wachovia (now Wells Fargo Advisors), where I was promoted to Vice President.
In 2009 I entered into agreement to buyout a renowned broker/dealer, Manna Capital Management formerly known as Manna Financial Services Corporation, a distinguished investment firm since 1962 with assets under management of approximately $100 million. As a former CEO of a 53 year old investment firm in the Washington DC Metro area I realized the immense benefits of aligning myself back with my former firm Wells Fargo Advisors. In 2015 Manna Capital Management became associated with Wells Fargo Advisors Financial Network, LLC.