As an independent financial advisor and insurance broker, I help individuals achieve their retirement goals; and manage retirement assets and income during retirement. Implement 401k retirement plans and manage existing plans for small and large employers. As an Insurance Broker & Consultant, we assist employers with employee benefits plans such as health, life, and disability.

Recruit securities licensed professionals with a desire to own and operate an independent investment practice. As a fully registered, independent, investment broker-dealer firm, we also market investment brokerage services to local banks and credit unions.

HR/Benefits Manager Manage and train employee benefits staff in administration of health, life/AD&D and disability plans, spending accounts; COBRA in-house administration, Family Medical Leave, and Health Care Portability administration and compliance, Workers’ compensation self-insured program management and HRIS system.Selected Accomplishments:• Implementation of new HRIS system – Lawson.• Consolidated and merged seven acquired companies benefit plans.• Analyzed and implemented health plans (PPO & HMO) for 50 sales locations & 10 TV stations. • Implemented health, life, AD&D and disability plans for Canadian locations.• Implemented procedures for FAS 106 and 112 reporting• Implementation & Use of Kepner-Tregor Behavioral Interview/Counseling Process