Skilled financial professional with 17 years of financial services industry experience. Expertly creates customized financial plans using Money Tree software to help clients establish and meet long term goals.
Since becoming independent in 2007, have increased GDC by 20% per year. Received the 2009 Quantum Leap award at Centaurus Financial for doubling production year over year.
Joined LPL Financial to access a Broker/Dealer with a broader support staff and financial planning capabilities.
Joined Kestler Financial as Manager of Fixed Insurance in the wholesale department. Developed the largest book of business in the agency within 2 years generating annual revenue of $1 Million dollars. In addition to the wholesale revenue, generated $100,000 in retail revenue.
Brought on board to manage 750 client accounts impacted by an tax law change for a leveraged split dollar plan. Role expanded to promote niche turn key insurance programs including the Beta Plan and the GenIRAtional System on a national basis. Trained 2,000 advisors on retirement distribution planning. The GenIRAtional System accounted for $140,000,000 of IRA Rollovers to Transamerica Life Insurance Company.
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