Professional Financial Advisor with over 21 years of experience working with individuals and businesses', helping them to accumulate and preserve wealth. Extensive knowledge of Insurance, Investments, Annuities, and Retirement Plans.
Consistent Leader's Edge Qualifier
Consistent Million Dollar Roundtable Member
Obtained Chartered Financial Consultant (ChFC) and Lutcf designations through the American College
Series 7, 65, 63, 6, life and health
Participant in the Emerging Leaders Program
Current President of Daybreak Rotary
Past President of 5 Seasons Toastmasters
Current Member of All Saints Catholic Church Finance Council
Currently involved in the recruitment of Financial Advisors to the firm through Centers of Influence. Also involved in weekly leadership meetings, focused on Advisor training, joint work, and development of a high performance culture. Additionally, developing community relationships in order to help drive opportunities for Advisors.
Built a Financial Services Practice in a new community by engaging clients in Financial Strategies using Integrity Selling System. Currently serving over 1400 individual clients and 30 corporate clients.
Participated in corporate training of retail management. Involved in the day to day decision making of retail grocery stores. Involved in a remodel of a store as well as experience in managing a variety of grocery departments. Drafted department reports analyzing the processes, procedures, and financial statements.
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