Cedarburg, Wisconsin, United States
I am very excited to have an opportunity to create my company in service to leaders in the financial service industry. My years of experience, has positioned me to be a valuable resource to leaders at all levels. Areas of focus are visioning, strategic thinking and planning, change management, performance management, and culture building to include diversity and inclusion.
During my time in the home office, I have held various senior level leadership positions serving our distribution system. Areas of focus have been centered on the health, growth, and development of our national field force. A particular area of emphasis over the past 5 years, has been leading efforts to create a more diverse and inclusive culture.
As Managing Partner, I led 40 financial advisors serving central and western Massachusetts. We were repeated recognized for delivering outstanding service to our communities. While in Springfield, I was active with the YMCA, Boy Scouts of America, and our local Food Bank.
I was invited to participate in Northwestern Mutual's Managing Partner training and development program.