Trustworthy Financial Services Advisor who understands that people don't buy what you do, they buy why you do it. Experienced at being a player/coach, building a successful comprehensive financial planning practice and attracting, coaching, and developing talent by developing new prospects and managing relationships. Competitive ability to drive business growth by mastery of sales and marketing strategies. Excellent active listener who is technologically savvy and has demonstrated high levels of client/advisor retention. Courageous Leader who practices servant leadership, gives the gift of high expectations, and is convinced leadership is a lifestyle, not a meeting, title, or contract. Effective problem solver who values hard work and has experience conducting business in alignment with his core values. Knowledgeable planner who is able to handle a wide range of financial needs, from risk management and wealth accumulation to wealth distribution and preservation. Competitive, goal-oriented and looking to leverage history of success into a new exciting opportunity that allows me to grow personally and professionally while having the ability to stretch the personal and professional potential of others to help them achieve what they want to achieve.
License's:
Life & Health
Long Term Care,
Annuities
Series 6
Series 63
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School Attended
Job Titles Held:
Degrees
