At WestPac Wealth Partners, we empower CPAs and Advisors to become indispensable strategic partners to business owners and affluent families.Key Highlights:> Proactive Wealth Strategies: Transition from reactive delivery to proactive wealth enhancement, ensuring your clients' are supported with strategic planning.> Virtual Family Office Integration: Access top-tier specialists and sophisticated tools, elevating your practice to offer comprehensive family office services.> Year-Round Value Creation: Transform your practice from seasonal tax work to consistent revenue. > Legacy and Impact Planning: Guide clients to their wealth with their values, creating generational impact.Wealth Management | Tax Planning | Risk Mitigation | Business AdvisoryFinancial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

DISC Consultant | Enhancing Practice Effectiveness for CPAs and Financial AdvisorsAs a John Maxwell Certified DISC Consultant, I collaborate with accomplished CPAs and financial professionals to optimize their practice dynamics and client relationships by applying DISC principles.My approach:> Leverage DISC insights to enhance team cohesion and communication> Tailor client interactions for improved engagement and retention> Develop strategies to navigate complex personality dynamics in high-stakes financial discussionsKey focus areas:> Interpersonal effectiveness in client advisory roles> Team synergy for improved practice efficiency> Communication adaptation for diverse stakeholder managementThrough personalized DISC application, participants report:> Enhanced ability to convey complex financial concepts across various personality types> Improved team collaboration, leading to more comprehensive client solutions> Increased confidence in high-value client interactionsCommitted to ongoing professional development in the financial sector, I regularly integrate emerging industry trends with DISC methodologies to provide relevant, actionable insights.Open to connecting with forward-thinking CPAs interested in elevating their practice through advanced interpersonal strategies.

As a Global Customer Success Coach at Supermums, I fuse my seasoned sales expertise and advocacy for women in tech to guide and inspire women exploring Salesforce careers. Supermums is a unique social enterprise dedicated to upskilling mothers for flexible, rewarding roles in the tech industry, a mission I'm proud to champion.Key Responsibilities:Consultative Sales: I strategize individual career transitions in the tech landscape using a consultative sales approach. From understanding unique career aspirations to connecting candidates with suitable Supermums programs, I manage all sales cycle stages via Salesforce CRM. My leadership in sales strategy significantly furthers Supermums' mission.Social Media Marketing and Community Building: I cultivate our community through dynamic engagement on social media, fostering a supportive, interactive environment that highlights our successes.Event Planning & Hosting: I host AspireHired, a LinkedIn Live show spotlighting Salesforce thought-leaders, and contribute to Supermums' marketing and sales events, illuminating the potential of a Salesforce career.Promoting Success: I showcase the transformative power of our programs by hosting interviews with our successful alums, inspiring future Supermums.Through my passion for advancing women in tech and sales expertise, I'm making a real impact on many lives, supporting Supermums' commitment to creating a more inclusive tech industry.

As Senior Partnerships Manager at Lorien, I was pivotal in our Salesforce recruiting practice's launch and successful growth. I harnessed my ability to create solid relationships and used my understanding of the Salesforce community to help establish Lorien as a go-to resource for Salesforce talent needs. Our team of Salesforce specialists focuses on niche, in-demand, and emerging skillsets to reliably provide coveted tech talent.One landmark achievement was orchestrating a session that led us to the prestigious Dreamforce stage. This exposure substantially increased Lorien's industry reputation, benefiting our relationships with existing partners and attracting potential collaborators.My expertise in personal branding and social media engagement allowed me to bolster our team's LinkedIn profiles, enhancing visibility and credibility. I curated a weekly LinkedIn Live show featuring key Salesforce thought-leaders to foster dialogue and solidify Lorien's presence. As a planning committee member and social media manager for Forcelandia and Midwest Dreamin' conferences, I established the Lorien brand as a trusted partner within the community.With advanced tools like ChatGPT and AI automation, I elevated our social media strategy and content creation. By facilitating personalized content and video optimization, these AI solutions broadened the impact and reach of our LinkedIn Live shows, reinforcing Lorien's strong presence in the Salesforce community.In addition, I championed our Equality, Diversity, and Inclusion (EDI) initiatives. I actively participated in impactful programs like the Dreamin' In Color Conference, underlining our commitment to diversity in our partnership with Salesforce customers.At the heart of my role was forging successful partnerships. I helped shape our strategies to engage key prospects, directly contributing to my team's success and proving instrumental in propelling our growth and expanding our industry footprint.

Served agents and customers throughout the Pacific Northwest.~Developed and executed strategies to consistently surpass sales goals YOY. Recognized at our national convention for goal achievement. New business premium increased by 400% compared to territory performance during the previous 5 years. ~Cultivated relationships with key decision-makers to negotiate, close, and renew complex sales deals. Primarily greenfield accounts including, a major airline account with 20k+ employees.~Served as an integral member of the project team responsible for implementing Salesforce from inception through user testing.

Responsible for sales and enrollment for The Standard's largest customer with over 250k members. Unique customer-centric focus and organization. ~Surpassed sales goals YOY and recognized for “Best Overall Sales Year” in 2015/2016 (compared to the prior 10 years).~Collaborative team approach with the customer to re-imagine their organization's future and bring innovative and optimistic solutions.

Charged with sales management responsibilities for our Group, Individual, and Medicare lines of business.~Height of healthcare reform demanded resiliency, collaboration, and innovative thinking to continue to sell new business as we partnered with our customers to shift our business model and prepare for the future. ~Achieved YOY growth in qualified opportunities, account acquisition, account retention, productivity per sales professional, and quota achievement. ~Acquired new business by applying industry expertise and business acumen to understand customer motivations and propose intelligent solutions.

Provided complete oversight of daily sales activities, including staff development, supervision and training, marketing strategy development, client acquisition, forecasting, and new business development. Salesforce implementation team participant and ongoing user of the system.Selected Highlights:• Led sales team in exceeding enrollment quotas and profitability targets; team exceeded 300% of goal level for the first two years as Manager.• Identified potential recruits based on critical competencies and staffing shortfalls; talent recruited achieved impressive results and rapid promotions.• Developed effective sales and marketing strategies to help the team achieve bottom-line objectives while securing high exposure and solid client relationships.Senior Sales ExecutiveTasked with promoting products and services to prospective customer base using promotional sales techniques. Responsible for territory management, client relations, revenue generation, and client acquisition.Selected Highlights:• Exceeded medical, life, and disability sales goals and overall profitability targets resulting in expanded responsibilities. Awarded Regence Life & Health trips for exceeding assigned premium goals.• Selected as “Partner of the Month” by a key client for demonstrating straightforward and timely communication, honesty and integrity, advocacy, reasonable negotiations, intent listening, and effective delivery.

Established General Agency, offering unique aggregated quoting engine, including business plan creation, acquiring carrier partner contracts, and recruiting broad base of brokers. Collaborated with carrier partners, including HealthNet, PacificSource, and Premera Blue Cross. Responsible for project planning, analysis, program construction, and implementation. Educated agents and carriers on a variety of technology tools to streamline operations and increase profitability. Championed intelligent selection and deployment of technology to satisfy strategic objectives and maximize return on investment.