Houston, Texas, United States
I’ve spent over 20 years in financial services with one consistent focus: helping financial advisors do what they do best. It’s work I find genuinely meaningful, and I never take for granted the opportunity to serve advisors and their clients. As VP-Regional Advisory Consultant for LPL Financial, the largest independent broker-dealer in America, I’m privileged to serve the Central Region alongside a talented team of partners to help advisors grow and scale their practices, deepen client relationships, and make the most of LPL’s extraordinary platform and resources. I learn as much from the advisors I serve as they hopefully learn from me. To stay relevant, I regularly invest time understanding the challenges and priorities advisors face today and then work to develop practical, consultative strategies that help them get, keep, and grow client relationships more effectively. My background includes external and internal wholesaling at Invesco and Crossmark and fundraising leadership for a mid-sized global Catholic nonprofit. These experiences have shaped my approach to mentoring, team-building, and showing up prepared and focused every day. Whether in finance or nonprofit leadership (or at the baseball stadium as an MLB official scorekeeper), I try to bring the same mindset: preparation, genuine curiosity, and a commitment to servant leadership.
Consult with growth-focused LPL advisors and teams to help enhance the experience of their clients and improve the optimization of their business. Drive the adoption of LPL’s advisory platforms through new business capture, brokerage-to-advisory conversions, and efficient models-based investment management. Conduct regular in-person and virtual advisor meetings and present at various LPL workshops and smaller group events on advisor best practices and the Advisory Consulting value proposition. Lead a four-person pod focused on delivering optimal service in the Central Region of the U.S. across the LPL affiliation spectrum.
Appointed by the league office to record on-field events for Houston Astros home games and report the game’s official scoring record to MLB's official statisticians. Make judgement decisions regarding, primarily, hits/errors, earned/unearned runs, value of base hits, and wild pitches/passed balls, all of which are included in the game record. Experience includes serving as Official Scorer for three National League Championship Series and multiple National League Division Series and Wild Card playoff games.
Collaborated in a team environment to grow sales across the Northeast and Mid-Atlantic regions Strategically provided tailored investment solutions, including SMAs, mutual funds, and actively managed ETFs Served as a consultative resource for financial advisors at major firms like LPL, Wells Fargo, and Stifel to help them optimize their business
Led a six-person team in cultivating and stewarding major donor and annual fund donor relationships, driving engagement and long-term philanthropic support to set company fundraising records in FY 2023 and 2024 Designed and executed national direct-mail and web-based fundraising campaigns Developed and implemented strategies to enhance fundraising efficiency and donor engagement Coordinated the production of the organization's first-ever Annual Report highlighting the impact of donor support on the mission
Supported independent, regional broker-dealer, and Edward Jones advisors in Northern Virginia, Washington D.C., and Maryland
Supported independent financial advisors in Oklahoma, Arkansas and Louisiana
Supported independent financial advisors in Manhattan (NY), Westchester Co. (NY), and Connecticut.