• Manage client relationships in Maryland, Virginia, West Virginia, and Washington D.C., providing value and dividend-focused equity solutions.• Implement strategies to help clients navigate volatile markets and achieve consistent returns.• Collaborate with internal teams to optimize processes and deliver results that exceed client expectations.

• Spearheaded growth, strategy, and business development for Variable Annuity and RILA sales in Wirehouse, Bank, and Independent channels for the Southern Virginia Region. • Drove a +200% increase in sales with a 50% product mix through tireless territory expansion, sales operations leadership, and strategic planning at the executive level. • Set company on course to surpass 25% year-over-year growth in 2024. • Achieved 14% market share by 2024 within this dynamic and competitive industry. • Netted a +300% increase in producer count between June 2022 and September 2024. • Awarded the 2023 “Spartan Award,” the only recipient companywide, in recognition of perseverance and going above and beyond for sales performance

• Optimized management of $1B+ in AUM held within Acorn Financial Advisory Services. • Owned personal book of businesses as a Fiduciary, aiding families and businesses in achieving their financial goals while advising on insurance, annuities, and other financial products. • Expanded business for Acorn by building and strengthening client relationships. • Tapped into new revenue and business streams by continuously connecting Acorn Financial Services with new strategic partnerships and Financial Advisors. • Educated clients on estate planning, social security, and income planning via workshops. • Supported business owners and employees on the topics of financial wellness.

• Supported firm in significant scaling to $1B+ AUM from only $400M. • Streamlined transition and onboarding of new Financial Advisors to the firm. • Advanced the company’s growth objectives by bringing people and capital together, emphasizing a superb, high-quality client experience in the financial services space.

• Oversaw Variable Annuities Sales in Wirehouse, Bank, and Independent Channels, leading in-house Financial Advisors (2015-2017) and Independent Agents (2008-2015). • Scaled territory revenue from $13M to $640M+ in 8 years since joining the company in 2008. • Ranked as Top of Pyramid Sales Leader and selected as main stage presenter, providing valuable insight and financial services knowledge sharing to peers. • Ranked in the Top 20 of wholesalers throughout tenure while overseeing and inspiring a top-performing cohort of 60-120 wholesalers at any given time. • Boosted new producers from 10 in 2008 to the highest of 194 in 1 calendar year (2013). • Raised $125M+ in new assets per calendar year multiple years in a row. • Secured 10% to 16% of the competitive Virginia market share each year since 2013.