Creating better client outcomes and increased firm income by utilising technology that helps create simple streamlined turnkey solutions for fiduciary advisors to present annuity solutions to their clients.

I have been retained by Premier Wealth Financial Services to help work with clients in pursuing their financial goals through one-on-one planning with clients. I do this through getting to know my clients, working with them by listening to their goals and concerns, and then making recommendations and implementing those strategies to pursue their needs, goals and dreams. If it’s deemed necessary, I am lucky to have resources, and a team of professionals that I can call on to assist with any financial needs/matters that fall outside my experience.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Premier Bank and Premier Wealth Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier Wealth Financial Services, and may also be employees of Premier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Premier Bank or Premier Wealth Financial Services. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

In this role I currently have three primary responsibilities. First I focus on recruiting top level financial sales professionals to own and run their own Allstate Financial Agency. Secondly, once they come on board with Allstate, I work with them to find successful partnerships that will provide them with warm handoffs of customers from their trusted adviser Allstate Agent. This handoff provides benefit to the Allstate agent, the financial advisor, and our customer, by getting specialized expertise to our customers, making sure their financial futures remain in good hands. Finally, I assist in making sure all compliance matters are taken care of.In addition to these primary responsibilities, I provide business coaching to my financial professionals, helping them grow a successful financial services practice. I do this by providing sales ideas, continuing to help them build strong relationships with our customers and their partners, and providing other support as needed.

In this role I have built relationships with Nationwide Exclusive and Independent Agencies to help the develop and grow their Financial Services Business. We focus on Life Insurance, Long Term Care Coverage, and Annuity sales. My goal is to help the agents/agencies that I work with deliver on the promise that we make to our members to be the best at helping america prepare for and live in retirement. I do this by sharing, and help implementing marketing ideas, deliver seminars to prospective clients, building sales plans, and being a point of sale resources when agent want that additional support. I am the current Executive Qualifier for Conference, which is only awarded to the top producing region's sales leader. I focus on ethical, and consultative sales practices, which allows me to be a consistent top performer, and maintain relationships with my agents whom I work with. During my time in this role I have been a part of leadership on several initiatives to grow and build our distribution.

Coach, teach, and encourage, our exclusive Nationwide Agents on how to best market Nationwide's wide range of financial solutions. Focused on case development, and building trust with agent/advisors to market Life and Financial Products.

Create significant growth in Nationwide's Annuity product marketshare by building relationships and marketing our client solutions to advisors in the Financial Institutions channel.

Worked directly with clients to build relationship, and help those relationships reach retirement goalsSold Nationwide Retirement Solutions as a long term permanet partner to help clients reach Retirement goalsBuilt portfolios, and planst to help clients reach long term savings goals.