Peoples Mortgage opened its doors in Arizona in 1998 with the mission of offering competitive real estate financing with unmatched service. This straightforward approach has given Peoples a solid reputation in the industry and paved the way for National expansion.With competitive financing in mind, Peoples Mortgage has established unique lending relationships with several investors in the secondary market to maximize program versatility, while maintaining the benefits of direct lending pricing. Recognizing the unique needs of each of our clients, each Loan Officer has access to competitive pricing for an expansive list of loan programs.At Peoples Mortgage, it is all about the People.

I help agents find the best solutions for their clients through personalized case design, product positioning, and customized support.WealthVest Marketing is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.

First IMO (Independent Marketing Organization) is a wholesale distributor of Life Insurance and Annuity products for over 50 major US carriers. Our clients include Independent and Career Agents and Advisors nationwide. By aggregating the combined production volume of many producers we are able to leverage the financial rewards for each individual. We specialize in Underwriting and Quoting individual health and avocation risks to provide the best possible coverage at the best possible price with the best personal service you will ever experience. We are experts at case design and illustration, product selection and marketing strategies.➢ Implement and manage strategic business, marketing, and sales plans for recruiting a fast growing agent / producer network.➢ Manage and expand strategic business partnerships with the top IMO's, FMO's, BGA's, Life Insurance, and Annuity carriers in the industry.

Reported to COO, oversaw management and support of 50 residential mortgage branches nationwide with 200+ employees originating over 9,000 loans and over 2 billion in loan volume. Responsible for restructure of affiliate branch business model and all areas of business development and growth for Flagship Financial Group Partners Division.

Started this company to perform mortgage loan origination from scratch, expanding to 35 direct reports and $3 million in annual revenue. Continued to utilize expertise in multimedia communications, team building, quality assurance, pricing negotiation, cost controls, regulatory compliance, and overall B2B/B2C operations.

Formed and oversaw a team of over 20 cross-functional professionals to handle multiple markets with various distribution channels for the State of Utah. Optimized the entire business growth process and exponentially increased pipeline. Gained expertise in contract negotiations, start-up operations, resource allocation, and product knowledge. Ensured peak levels of professionalism and morale through effective mentoring and staff training.