Recruited, trained, and oversaw Agency Owners for the entire state of Nebraska. • Led Nebraska with 49 Insurance Agency Owners, 145 agents and staff and $110 million annual premium. • Worked cross-departmentally to solve complex problems and remove roadblocks to help agents increase sales. • Lifted production to 22% growth in life insurance sales in 2023 and a 44% increase in securities commissions in 2024. • Achieved Topper Club in August 2024 as one of the top Sales Directors in the company. • Coached two agency owners to be the first-ever Nebraska agents to reach and surpass $100,000 in Personal Lines premium for multiple months in 2024. • Developed Agency Owner’s business plans and budgets to allocate sufficient resources to attract and retain new business and staff in a difficult market and recorded these and other consulting interactions in Salesforce. • Led the state through significant change management through successful implementation of new strategic business growth strategies that maximize return on investment.

Led a team of financial advisors who utilize a holistic approach to help our clients create, protect, and manage wealth. • Recruited, trained, and developed top Life Insurance agents and Financial Advisors for one of the leading companies in the Life Insurance and Financial Services marketplace. • Developed and implemented new agent recruiting strategies locally and nationally through aggressive marketing of the Ameritas brand story.• Orchestrated the new agent training curriculum to quickly get them into production by developing their sales pipeline through prospecting and sales systems and product knowledge.• Worked with veteran advisors on more complex business, retirement, and estate cases to help them with sales language and proper product positioning with clients in a consultative sales environment.

I oversaw a market and consulted with Small Business Owners (Exclusive Agents and Financial Specialists in Nebraska and Missouri) to grow their businesses and on how to more profitably run them through implementing more efficient prospecting, client management, and fixed expense efficiencies. • Utilized my extensive experience in driving sales with virtual meetings and tools to manage significant change during the early days of the pandemic amid the suspension of in-person meetings and recorded all sales consulting interactions with our agents and registered reps. in Salesforce. • Recruited, selected, appointed, onboarded, and trained new Agency Owners (agents) in my market. • Improved production by 9% in policies and 12% in premium during 2020 even in the face of a pandemic that significantly slowed down insurance sales industry-wide. • Taught each office the specific language to sell life insurance, annuities, property and casualty, and securities products to their clients and how to maximize the business written with each individual and small business client through client-centric planning.

Recruited and trained independent insurance agents and financial advisors across the U.S. to produce fixed and fixed indexed annuities and life insurance. • Managed the relationship with over 300 agents and advisors to utilize the company’s available products. Coached those producers to higher levels of production on an annual basis. This included many group presentations as well as individual meetings with producers, both virtually and in person, to help them with sales and prospecting techniques to grow their individual businesses and do more business through the company as well as where products fit for the advisors’ individual clients and their needs. • Served as the new company contact on annuities for the company’s recently purchased career agent sales force of 450 agents.• Updated yearly marketing programs for the company to recruit advisors in the most efficient ways. This included designing and hosting some of the company’s most well attended webinars in its 35-year history. • Taught the sales language (Challenger method) that successful producers use to move their clients to action and become the client’s trusted advisor after doing quality fact finding. • Hosted and led a webinar with over 500 attendees on how to create a “marketing machine” and some of the content from this was used in my article published by Think Advisor that has over 300,000 insurance agent and advisor subscribers. https://www.thinkadvisor.com/2012/12/13/how-to-create-your-own-marketing-machine/• Recruited and helped onboard Broker/Dealers and BGAs so that their producers could utilize the company’s annuity and life insurance solutions as well as the company’s proprietary SaaS solutions to gather new clients.• Trained new Wholesalers how to recruit and train insurance agents and financial advisors to be successful in selling annuities and life insurance through implementation of new prospecting and selling solutions.

Owned and managed a very successful insurance and financial planning practice.• Focused on the concerns of successful business owners, those close to retirement, and retirees. I managed a full-time assistant, a part-time marketing coordinator, and two interns.• Sold and serviced a substantial group health insurance and employee benefits book of business with small and medium sized companies.• Utilized fixed indexed annuities, life insurance, managed accounts, and the key solutions that those in the retiree age bracket need in their portfolio. • I reached MDRT qualifying production (top 6% of advisors) 11 times and Court of the Table (top 2% of advisors) production twice. • Published over 15 articles in a variety of publications as an authority on retirement and financial planning.