As a Wealth Advisor, I use a comprehensive approach to wealth management through customized financial solutions by taking a holistic view of clients’ financial picture.I lead a team of advisors with specialties in Comprehensive Financial Planning, Trust and Estate Planning, Business Succession Planning, Insurance Planning, Custom Lending, Retirement Planning, and Investment Management. I focus on more than just a client’s immediate needs – I also concentrate on the client’s complete financial picture, working closely with all the additional solutions and services that Regions Bank has to offer. Previous Roles with Regions:Vice President - Financial Wellness Relationship ManagerVice President - Branch Manager - Business Development OfficerAccomplishments:- Chairman's Club Award winner 2013, 2015, 2017, 2019- Emerging Leader Graduate 2015- Branch Manager Mentor- Branch Licensed Banker Champion and MentorI am a business development officer driven to understand my clients and their business, anticipate their needs, and guide them through complex financial decisions. I specialize in assisting physicians, dentists, chiropractors, manufacturers, attorneys, engineers, accountants, architects, and many other professional business owners achieve business growth through cash flow optimization.

As a Wholesale Account Executive for Wachovia, I was involved in Wholesale Mortgage Acquisition from Mortgage Brokers throughout Florida. I was instrumental in teaching the team how to market themselves to effectively grow market share rapidly and increase customer engagement, loyalty, and overall satisfaction.

Responsible for the executive level sales of Alt A & sub-prime mortgage products to mid and large size correspondent lenders located throughout Florida. Turned a dormant market into a profitable, producing region for the company. Managed accounts via flow and mini bulk level forward commitments. Established and solidified relationships through local, region, and state Banking Associations. Key Achievements: • Ranked top 10% of Correspondent Account Executives Nationwide• Grew Florida market from 0 accounts to 10 producing correspondent accounts in less than 6 months• Developed new business strategy for selling to higher revenue accounts while decreasing company costs• Influenced the establishment of new e-marketing campaign that increased production by 25%

Rebuilt brand presence of First National Bank of Arizona in the Tampa Bay Area Market. Focused on building customer loyalty and decreasing price sensitivity with old dormant accounts. Effectively managed and developed over 100 wholesale relationships while maintaining over 70% funding ratio. Established networking relationships through local, region, and state Broker Associations. Key Achievements:• In less than one year ranked among top 25% of Account Executives Nationwide• Averaged $4 million monthly funded volume which ranked top 10% of account executives in the southeast• Developed a referral network of over 100 mortgage broker shops that increased area production by 100%• Established new e-marketing campaign which increased market presence and production by 50%• Sales Leader and training liaison for new Account Executives