I partner with individuals and small businesses to help them identify their financial goals. I develop and implement long term financial strategies tailored to reach those goals. This includes planning for retirement, living in retirement, paying for education, preparing for the unexpected and estate considerations. I coordinate and work in tandem with other professionals including CPA's, Estate Planning Attorneys, and Life Insurance Specialists to execute needed actions. Edward Jones is committed to a long term investment philosophy emphasizing quality and diversification.

While based in Chicago, represented Lincoln Financial Distributors in a dual role that included development of new business with Registered Investment Advisors (RIA) and sales to Independent Planner advisors. Product scope included fee only variable annuities, traditional variable annuities and fixed indexed annuities.-Built customer base of RIA firms by 500% in the first 14 months. -Ranked #2 in sales to RIA firms of the 15 territories.-Maintained 10-12 meetings per week with RIA firms 90+% had never done business with our firm.-Recruited to assume responsibilities for Independent Planner 3 state region with 2500 Financial Advisors. -Closed the first ever, dynasty stretch advanced planning variable annuity case within division. -Developed strong relationship with Financial Planning Association (FPA) presenting at the IL Conference for Advanced Planning and at the chapter council meetings.

Wholesale to Independent B/D's & RIA's in the Midwest - Separately Managed Accounts & Mutual Funds-Top Wholesaler in the nation for Mutual Fund sales for 2011 and 2012.- #1 Territory for new producers. Opened 80+ new accounts through client prospecting and networking referrals.- Conference Leader - Delivered 12+ Niemann Presentations at Tier 1 Broker Dealer Conferences generating 120+ leads.

Wholesaled Equipment Leasing and Venture Capital Funds to the Independent Broker Dealers.- Developed sales for Venture Capital Private Placement program to Accredited Investors. - Diversified 20% of existing accounts into public leasing products thereby growing sales. - Maintained a consistent average of 70+ office visits per month. - Ranked second in nation for overall sales in 2009.

Internal Wholesaler covering Independent B/D's & Wirehouses in CO & UT.- Won Presentation Olympics in 2006.- Created and maintained a territory management plan with both wholesalers, including in-depth analysis of Sales and Advisor profiles in both territories.- Traveled monthly within territory to further build and increase sales in Colorado and Utah.