Results-driven Business Management and Financial Planning Expert with over 7 years of leadership experience in the financial services industry. Proven track record of managing and developing high-performing teams across 23 states, generating over $6.25 million in sales through strategic training and motivational initiatives. Founder of Summit Up Financial, dedicated to empowering individuals and businesses through financial literacy, driving a 94% increase in client engagement. Skilled in insurance and retirement planning, data-driven coaching, and process improvement, with a focus on enhancing client satisfaction and operational efficiency. Currently pursuing Series 65 certification to expand advisory services. Leadership experience includes a military background, managing training programs for over 260 personnel in high-pressure environments. Passionate about fostering financial stability and growth through education and strategic planning.