North Ridge Wealth Advisors, Inc.

Wealth Advisor

Messick Peacock & Associates

Associate Wealth Advisor

www.mpadallas.com

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Messick Peacock & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.

For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Client Service Manager

Richard P. Slaughter Associates, Inc.

Financial Planner

Works with a team of individuals committed to deliver the best possible client experience.

•	Partners with senior advisory staff in the development and delivery of comprehensive financial plans with an emphasis on cash flow, education, retirement and estate planning.  

•	Analyzes client risk tolerance and works with senior advisor to implement an appropriate investment plan based on each client’s unique circumstances.  

•	Assists in various areas of client service, business development and day-to-day operations.

Associate Financial Planner

PFG Advisors

Worked closely with senior advisor and other staff to analyze client data using cutting edge financial planning software and to insure that client funds transferred successfully.

Intern

Texas Tech University

Tutored economic and mathematical principles for 10-20 hours per week while working a full time job and completing graduate school studies.

Tutor at Marsha Sharp Center for Student Athletes

UMC Health System

Effectively interfaced with the unit physicians, nurses, and patients verbally and in writing in a fast-paced, professional environment to ensure that the health unit ran as smoothly as possible .

Health Unit Coordinator

Syntal Capital Partners, LLC

Grew financial skills at Registered Investment Advisor firm.  Sat in on weekly investment and other team meetings.  Worked closely with the Chief Compliance Officer/Chief Operating Officer to help build a business continuity plan.

Summer Intern Reporting to Chief Compliance Officer

Various Companies

Developed customer service and organizational skills while working part time and completing undergraduate studies.

Taplio

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