Professional goals at The Spectrum Financial Group, Inc. include building my practice of helping my clients achieve their financial dreams. I work specifically with young adults and young families on not only analyzing their life insurance coverage, but their wholistic financial planning. I help my clients build and accumulate tax-free wealth that they can't outlive, while protecting their most important asset. I also specialize in working with small to mid-size business owners on their… Show more Professional goals at The Spectrum Financial Group, Inc. include building my practice of helping my clients achieve their financial dreams. I work specifically with young adults and young families on not only analyzing their life insurance coverage, but their wholistic financial planning. I help my clients build and accumulate tax-free wealth that they can't outlive, while protecting their most important asset. I also specialize in working with small to mid-size business owners on their executive bonus plans, succession planning and discriminatory benefits. I work closely with our President on recruiting for The Spectrum Financial Group and growing our team. I help the firm attract associates that are coachable, self-starters and hard workers. I also look for associates who will be motivated to help their clients protect their most valuable assets, while building their financial well-being.The third-party comments displayed may not be representative of all client experiences. Please see website http://www.spectrumfinacialgroup.com for additional disclosures. Show less

Licensed real estate broker. Commercial Property Management for Zeller Realty at the Meridian Mark, Carmel, IN portfolio. Began career with Zeller Realty Group in October 2016 as Castle Creek's Tenant Services Coordinator. Promoted to Assistant Property Manager in January 2018. Zeller Realty Group (ZRG) is a vertically integrated commercial real estate investment and development firm that has offered investors exceptional expertise, innovation, and insight to value for 30 years. ZRG… Show more Licensed real estate broker. Commercial Property Management for Zeller Realty at the Meridian Mark, Carmel, IN portfolio. Began career with Zeller Realty Group in October 2016 as Castle Creek's Tenant Services Coordinator. Promoted to Assistant Property Manager in January 2018. Zeller Realty Group (ZRG) is a vertically integrated commercial real estate investment and development firm that has offered investors exceptional expertise, innovation, and insight to value for 30 years. ZRG strategically selects properties for value creation, repositioning and reintroduction to their markets, while maximizing efficiency by providing a full spectrum of real estate services, including development, leasing, management, and construction. Headquartered in Chicago, Illinois, ZRG owns and operates assets in the Midwest, Colorado, Oregon, and Georgia and continues to grow and expand its holdings nationally. Since its formation, the company has delivered strong returns for its partners and co-investors by providing best-in-class service to enhance value. Currently, ZRG owns and operates a portfolio of nearly 9.5 million square feet valued at $2.5 billion. For more information, please visit our website. Show less

Manage and oversee all aspects of Bailey Park of Brownsburg. Management tasks include weekly, monthly and project to date reporting and interfacing between ownership groups. Also overseeing staffing of community center, greeting, touring and following up with potential tenants and building relationships with tenants, prospects and local groups.

I’m at my best when I’m building relationships with Small Business owners to help them find the best solution for their Human Resources and Payroll needs and their business solutions. I help Small Business owners do what they do best, which is working with their customers and improving their business. In addition, my network in the banking community and also the CPA community allows me to make those necessary connections within the small business industry.