Faith. Family. Football.

The MCYFO is a non-profit organizations that was established in Madeira in 2012 to change the mentality of football in the community; an atmosphere focused on teaching fundamentals and having fun in the process. The goal is to increase the participation rate of Madeira's youth. Focus on partnering with communities that are like-minded in our philosophies to establish a productive environment for all the youth players.

Collaborate with my clients to build and manage dynamic investment portfolios customized to each of my client’s unique objectives, circumstances, and goals. I add value to my client’s portfolios through strategic capital allocation, utilization of open architecture high conviction investment selection, and tactical portfolio adjustments. Working in a fiduciary responsible manner, I manage and carry out the portfolio management functions in Agencies, IRAs, Revocable & Irrevocable Trusts within a portfolio of over $100 Million in Assets Under Management. I provide confidence to my clients by clearly understanding their overall financial picture, establishing a clear and achievable investment plan, and reporting results through ongoing open communication. Successful in exceeding annual sales goals year over year; growing sales revenue 25%+ annually.

Responsible for basic Trust Administration. Understanding of Trust language and terminology. Collaborating with clients for cash management, estate planning/settlement and cross-selling with business partners to service existing relationships and uncovering additional assets.

Helping Hands of Cincinnati was formed in 2011 as a way for individuals in the Tri-State area to help fight cancer, one family at a time. The purpose of Helping Hands of Cincinnati is to provide financial support to families battling cancer in the Tri-State Area. Our goal is to provide financial support to supplement finances which insurance companies might not cover. These costs include, but are not limited to, travel, living expenses, related physical and mental therapy, deductibles, and co-insurance payments. In addition, we will direct families to other support programs that can ease the financial burdens associated with cancer. HHoC was founded to help families extend beyond their financial hardships and moving forward with living life cancer free.

Provided financial information on individual client accounts through inbound calls. Established a "Customer First" experience for each client. (internal service standard initiative) Provided investment reviews on portfolios while discussing current market conditions. Acquired Series 63 license.

Responsible for assisting the development officer in identifying sales opportunities through existing clients and prospects. Assisted in the integration of ACT® software; a prospect tracking database. Designed and developed quarterly newsletter and internet questionnaire for external and internal clientele.