Motivated and dynamic team builder with proven record as a self- starter in many industries that have delivered results for myself and other individuals. As a former top tennis athlete in high school, I found myself searching for something in 2012. I got into the financial services business at the advisor level and within two years had my own unit. I have opened up my own company and have been in management for about five years. My main goal is to recruit and develop other individuals while holding them accountable and making sure their goals are completed by using systems I have developed.
- Experienced leader with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
- Excellent communicator and team player seeking to leverage background with a progressive organization.
- Possesses a high degree of integrity and an outstanding work ethic seeking to apply management talents to drive long-term company growth.
- Persuasive, self-motivated leadership professional with expertise on expanding network connections, persuasively introducing products, educating clients, territory development and revealing customer needs to deliver solutions.
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When opening MidWest Financial Group I defined my duties to include hiring and developing advisors in the financial services field while maintaining my personal practice. I have been in the financial services career since 2012. In that time, I have built a personal practice while overseeing the development of new advisors. Some of the duties and responsibilities to ensure success of MidWest Financial Group include;
- Devised organizational vision, mission, and foundational structure to facilitate early growth.
- Oversaw strategic business decision-making to develop, enhance and enforce business mission.
- Developed clear mission, vision, and culture for company as foundation for growth, branding and development of employee culture.
- Communicated with industry partners to build valuable relationships and achieve operational targets.
- Maintained up-to-date knowledge of all statutory requirements and regulations.
- Led startup and opening of business and provided business development, creation of operational procedures and workflow planning.
I was an entry level advisor in which my job to strictly grow my personal practice and reach benchmarks through my career. My first year in the business I received the Rising Leader and Leader's advisor award. I maintained those awards for the next two years while being put on the management growth team in which I was promoted to build my own unit. Over the first couple years in the financial services field, I was fortunate to learn from the best management team I've ever been a part of and was able to take away some vital information which included;
- Worked alongside senior team members to learn all related job tasks and roles.
- Cross-trained in every store role to maximize operational knowledge.
- Aided compilation of employee performance reviews to identify areas for training, provide feedback and set goals for improvement.
- Responded to advanced issues with professional and relationship-focused approach.
- Assisted with administrative tasks to better understand industry processes.
- Helped senior management streamline service operations, increasing revenue and optimizing processes to capitalize on industry changes.
I was in charge of growing route sales in territories of Western Kentucky and Southern Illinois. In order to grow my route efficiently, I had to become skilled and tactful to promote products and maintain good business relationships with widely known grocery stores such as Wal-Mart and Kroger's. When I took over my route sales were around $765,000 for the year, my last year I was able to maintain and hit 1.6 million in revenue. After sustaining an injury at work, I decided to pursue a more entrepreneurial opportunity that would provide a better lifestyle and schedule for my new family. Some of my responsibilities at Nestle included;
- Fostered relationships with customers to expand customer base and enhance loyalty and retention.
- Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
- Created and implemented store displays, promoting sales and growth.
- Prepared and processed contracts and order forms for new and existing customers.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Created sales and revenue-generating opportunities in new markets to improve bottom line.
- MassMutual 2013 - Rising Leader Award 2013
- MassMutual 2014 - Rising Leader Award 2014
- MassMutual 2014 - Leaders Award 2014
- Lifetime Financial Growth of Kentucky - 2020 Rising Star Award
- Lifetime Financial Growth of Kentucky - 2020 Rising Star Award Life/Di Leader
- WKY Star People's Choice 2019 - Financial Planning Runner-Up
- WKY Star People's Choice 2020 - Financial Planning Winner
- NAIFA Board Member 2014-2018
- GAMA Leadership Member
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