As a Financial Consultant I partner with you and your family to understand your background, your passions, and work with you to build an investment plan that lasts a lifetime. I have a passion for getting to know my clients and celebrating their success. I am thankful to have a career where I can help investors create legacy, every single day.

-Provides needs-based guidance and planning to investors of all backgrounds, and contributes to the long-term growth and retention of wealth for Fidelity clients-Offers customed financial products and services for investors based on their unique needs-Engages with clients through personal conversations, making friends and helping with clients reach their personal goals

Partners with financial advisors across various channels (BD/RIA) through a highly consultative approach, focusing on leveraging the Janus Henderson Knowledge. Shared platform- helping insure each client's service model is just as robust as their investment process. Also services distribution of mutual funds, separately managed accounts, liquid alternative investments, and tactical fixed income strategies & ETFs.

-Covers the Broker-Dealer and RIA channels for Indiana and Kentucky both in a remote and face to face capacity-Quarterly territory travel developing and maintaining top client relationships and prospecting new relationships-Presentations to the internal team regarding current investment environments and possible solutions -Represented and furthered the Janus brand at National Conferences for various firms including Ameriprise and LPL, resulting in the creation of new leads for firm counterparts.-Won asset allocations and investment placement through the gain of client trust, proposal development, and detailed investment analysis.-Developed and reinforced training programs for new associates on the Janus Internal Sales Team as a member of the Internal Advisory Council, both as a council member and peer leader, engaging new and experienced team members resulting in an environment inclusive of idea sharing and constant evaluation of our processes.

-Set goals and executed territory sales processes individually and in conjunction with my partner-Drove advisor sales with compelling investment strategies related to the market environment-Assumed accountability and leadership on team, in territory and within division Further advanced advisors’ business with the effective Janus solutions and value added offerings that align with their mission -Built trust with our advisors by listening to and understanding their needs while providing excellent service

-Initiated outbound sales telephone calls to clients and provide sales ideas, answer product questions, provide performance data, identify new sales opportunities, and help launch new products -Concentrated on customer centered selling with advisors in assigned territory; aligned with directors’ objectives -Interpreted portfolio analytics to discover competitive opportunities with advisors -Provided coverage at meetings for external directors in the field and host advisors at due diligence meetings

-Conducted in-depth reviews of clients' financial circumstances and future goals.-Assisted clients in making informed decisions based on their financial needs.-Negotiated with product suppliers for the best possible rates including Real Estate Investment Trusts, annuity dealers, and separately managed accounts.-Reviewed accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.-Created, implemented, and continuously reviewed a plan that includes strategies designed to help clients pursue their long-term goals.-Devised and executed business development strategies to attract and acquire new clients.