Scottsdale, Arizona, United States
I am a licensed financial professional dedicated to equipping financial advisors with innovative solutions to meet their clients’ retirement and income planning needs. With a strong commitment to professionalism, integrity, and excellence, I strive to be a trusted partner and resource for advisors navigating the complexities of today’s financial landscape. My goal is to provide exceptional service, actionable insights, and the tools advisors need to deliver meaningful results for their clients. Please feel free to connect or reach out directly to discuss how I can support your practice.
-Partnering with financial professionals in the OK and AR area -Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.
- Covering the Bank/Regional channel for IL, IN, KY, MI, MN, OH, WI, WV
- Facilitated over $101m in new business in 2020 & $160m in new business in 2021 - Partnered with RVP to develop & implement business plan to manage high-volume territory - Hosted value-add virtual meetings to address advisors’ various needs. Topics include industry trends, regulation changes, product updates and complex case design. - Served as a team resource providing sales ideas, best practices and system-building tools to foster a collaborative and efficient work environment
- Maintained $500 million AUM with four top producing advisors in the program - Converted severely underutilized segment of existing life insurance book into new business - Forged & implemented targeted marketing tactics/campaigns - Well-versed in Variable & Fixed/Indexed Annuities, Mutual Funds, Life & Health Insurance, & Advisory Platforms - Attended webinars and presentations with External Wholesalers to maintain product expertise - Onboarded several new advisors and licensed sales assistants