- Financial and Mindset Coaching- Budget/Savings Planning - Debt Management Planning - Holistic Financial Planning

Philanthropic Sabbatical & Nonprofit Startup: Formed a nonprofit startup while first mate on a 41ft sailboat from San Francisco to Mexico and Central America. This demands leadership, confidence under pressure, critical decision making, design, troubleshooting and repair of systems, navigational expertise, safety plan development, knowledge of foreign languages and protocols. Volunteer in developing foreign communities and build relationships with local nonprofits. Consult with local nonprofits to streamline process efficiencies.

• Maintained strong relationships with 150+ Financial Advisors and licensed CPAs, identifying and driving case implementations to achieve measurable growth in the firm’s AUM and revenues.• Collaborated with Advisors in the growth of their business across each client case lifecycle from discovery, analysis, recommendation, and implementation of wealth management strategies ranging from $300K to $20MM+.• Holistic financial planning approach including investments, insurance, estate, retirement, tax and charitable investments/strategies including ESG/Socially Conscious Portfolios, CRATs, CRUTs and DAFs.• Worked closely with internal teams, following up with team members to ensure all advisor needs are promptly addressed and interaction details are internally tracked• Recognized subject matter expert in Direct Participation Programs including REITs, BDCs, and Oil/Gas.

• Accountable for investment plan development, accuracy, implementation and frequent movement for over $100 million in AUM.• Responsible for the timely analysis and preparation of ongoing quarterly reporting and annual reviews.• Aggregate workflow throughout all levels of the organization to gather, analyze, summarize and prepare recommendations regardingfinancial plans, cash flow analysis, insurance illustrations and new business planning.• Create and administer various advanced spreadsheet structures to significantly increase reporting efficiency i.e. Insurance/SPIA structures,Endowment Style Asset Allocation (Securities, insurance, annuities, alternative investments, etc.), Objectives and Risk Assessment.• Build client relationships and assist in developing individually unique strategies to achieve their financial goals through the use ofinvestment, insurance, retirement, tax, estate and charitable planning.• Implement and Monitor online integrated wealth management system (eMoney Advisor) for all qualified clients.

• Prepared complex returns for corporations, partnerships and individuals.• Handled routine client inquiries and collected necessary information for tax return completion and compliance• Contributed to the development and training of new tax associates• Involved in the college recruitment process for interns and entry level associates• Oversaw the organization, processing and mailing of over 4,500 Nonresident returns for one of the company’s largest profit producing clients• Prepared various basic tax returns for corporations, partnerships and individual• Responsible for the bookkeeping of various clients with the use of Quickbooks and Quicken

• Determined rates for prospective customers using group specific information provided by groups and brokers• Prepared and generated proposal packages for LifeWise business, including appropriate rate exhibits and reports• Communicated with groups and brokers on procedural matters for both new and existing business