My role is to advise/consult financial advisors when they are looking for change in their business. That can be a BD/RIA transition, succession planning, M&A, helping create an RIA, and many other solutions they may need.

Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in Broker-Dealer change, RIA evaluation or succession planning including mergers or acquisitions for their firm.

Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in Broker-Dealer change, RIA evaluation or succession planning including mergers or acquisitions for their firm.

Promoted to position to cultivate strong relationships with territory advisors, conduct presentations on multiple topics (Social Security, Medicaid, HealthCare) and impart Nationwide value added proposition to advisors/producers to build solid new territory in less than 2 years.-Successfully achieved 2017 aggressive sales goals in July resulting from targeting qualified producers and delivering consistent value added proposition message.-Achieved 99% production CAGR through October, 2017.-Nationally ranked #3 in percentage to goal through October, 2017.-Regionally ranked #3 out of 11 wholesalers in West Coast Division for tonnage, October 2017

-Charged with targeting key producers and converting them to promoting and selling Nationwide annuities.-Performed as internal and external wholesaler with key duties of sales and operations in territory consisting of Seattle and Portland Independent Channel.-Significantly exceeded sales goals achieving $35M on a $27M goal, 2013. -Adhered to 7 Touch marketing strategy, maximizing efficacy to continually achieve goals. -Recognized for creating a new strategy for wholesaling implementing GoTo Meeting technology which morphed into an independent technology division.

-Grew annuity territory from $40M to $75M within 2 years with 37% CAGR.-Nationally ranked #1 Regional Internal Consultant, 2012.

-Instrumental in Nationwide adopting new sales strategy resulting from participating in pilot testing and achieving desired results.-Implemented successful territory alignment for 5 wholesalers and conducted weekly required 10 meetings per wholesaler.

-Consistently exceeded daily goals and singlehandedly retained $1,235,293.00 in assets by proactively implementing Oracle, Excel, Map Point, and online tools to prospect and qualify investment professionals.