I am a consultant to Financial and Investment Advisors as they navigate the complexities of the multiple solution Annuity world. My goal is to help you serve your clients. I filter through all the product nuances to help you find the best solution for your client. I am proud to offer additional insight in the areas of wealth management, business development, practice management, and client service modeling.Securities and investment advisory services are offered through Osaic Wealth, Inc., broker-dealer, registered investment adviser and member of FINRA and SIPC. Osaic Wealth, Inc. and Highland Capital Brokerage are affiliates.  All other entities and/or marketing names, products or services referenced here are independently owned and operated.

I drive firm sales by developing and coaching individual Advisors and teams. I act as a consultant in helping identify any financial blind spots while sharing insight that helps them reach their goals in a scalable way. I am effective at utilizing data, putting processes in place, and organizing what I learn. This enables me to focus my strong communication skills and persuasive nature to sell SMA, Mutual Funds, and Model Portfolios in the most effective manner. I develop, record, and maintain strong, profitable relationships with strategic sales partners based on the effectiveness of the solutions presented.

I represent OppenheimerFunds as a wealth management and business building Consultant. I take a consultative approach in positioning; Mutual Funds, single and multi factor ETFs, revenue weighted ETFs, Interval Funds and Private Credit investments while assisting in business development, practice management, wealth management and client service modeling.

 I represented the company for the state of Florida and Alabama, giving group presentations regarding the benefits of alternative investments, tax efficiency and annuities.  Variable, fixed and Investment annuity sales support Public speaking and presentation Hold - Series 7,6,63 L&H Licenses.

 Spoke at Senators fundraisers and events to build coalitions and networks  Developed and implemented local media campaigns. Recruit, train, mobilize and manage high-school & college interns. Built accountable and cohesive electoral precinct teams. Multitasking under high pressure situations

 Attend congressional briefings and hearings for legislative Correspondents; summarize findings in official memoranda for the Senator Assisted the Legislative Director; Reported and updated weekly legislative projects.  Assisted Legislative Correspondence staff members through research Lead tours of the Capitol for visiting constituents of the Senator.

 Team leader: Supervised and delegated intern research; reported weekly reports to the Director. Research political developments in European and Latin American regions.  Coordinated with Hispanic political departments and agencies; listened to their relevant issues and discussed how the FP Magazine could address them. Clerical duties within the Foreign Policy and Press offices.