Diligent and driven Wealth Management Advisor who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills. Operates well in a highly-competitive environment in which leadership skills are the key to success.
Finance Major, Minor in Business Management
At TIAA-CREF led the nation in After Tax Annuity tickets closed for 2014
Ranked as the #1 WMA in Michigan in 2014, #3 in the Midwest Region
Freedom One 2011 "Team Member of the Year" Award
Freedom One 2010 "A Player of the Year" Award
Ambassador of the Month Clarkston Chamber of Commerce 2008,
Top District Detroit North $500k+ Award 2006,
HSBC Reach the Peak Award 2005,
HSBC Golden Glove Award 2004
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