I provide comprehensive financial planning for my clients’ personal and professional lives with strategies that help them build, protect and transfer their assets efficiently. I collaborate with a network of experienced professionals to provide advisory services in:• Advisory services• Retirement analysis and solutions• Estate strategies• Employee and executive benefits • Business continuation strategies • Trust servicesI offer a broad portfolio of insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

Executive Retention | Supplemental Retirement | Yield EnhancementEnhancing executive retention, recruiting, and retirement through Supplemental Executive Retirement Plans (SERPs), including CASD and 457 plans, for Credit Unions. Improving asset yield, ROI, and reducing employee turnover through innovative income generating financial products. These senior management retention and earnings enrichment programs have had an immediate impact on the bottom line of the Credit Unions served by the OM Financial Group.

Managed Inside Sales for various sates within the USA. I Spent a significant amount of time working with Value Added Resellers as I helped grow our Channel business.Increased the following skills• Forecasting the Sales Cycle• Utilizing Salesforce.com• Building Channel relationships• Helping Junior reps within the company• Holistic approach

Worked with Financial Planning Group's Clients preparing portfolio reports. I contacted potential customers to secure new business along with produced requested data on stocks, mutual funds, transaction fees, etc. using spreadsheets.

Taught a youth tennis recreation program for ages 4 to 11. Conducted a variety of clinics and coached several teams for ages 12 to 17. Instructed adult clinics for beginner, intermediate, and advanced levels. Gained invaluable social and leadership skills in approaching all ages playing at varying levels.