Darcy Grady Email & Phone Number

N14 W23833 Stone Ridge Drive, Waukesha, Wi 53188

Our firm was founded by a group of passionately committed financial professionals who believe that insurance is a key element in the planning process for clients, and that insurance products must evolve to a higher standard of care. We are partnering with the world’s leading-edge money managers and insurance companies to co-develop the next generation of insurance solutions worldwide.Our primary goal is to simplify, educate, and empower our agents and advisors. Insurance tends to be overlooked because of perceived complexity. With decades of experience to pull from, we lift the veil of complexity and strive to provide powerful, dynamic, and unparalleled solutions.Our deepest motivation is providing excellence in service to our clients, implementing strategies designed to protect them against loss, help them grow wealth, assure income replacement, support business and succession planning, wealth transfer, and estate planning.

3141 S. Tower Dr., Janesville, Wi, 53546

Managing the daily operations of unloading trailer and loading package cars. Ensuring the drivers are out on time to deliver the best customer experience. Perform daily observations to make sure employees are following safe work methods to avoid injuries. Promptly provide feedback to strengthen safe work methods and course correct behavior that's not safe. Manage the work flow so trailers are unloaded in a timely manner to achieve production goals. Daily audits on trailers, package cars, and dollies to ensure all packages and equiment are accounted for.

Sales and client support at David Neagle’s Life is now, Inc. David Neagle is a wealth acceleration coach who helps entrepreneurs and commission based sales professionals achieve 7 figures in 12 months or less. His company Life is now, Inc. is a multi-million dollar coaching company committed to teaching sales and mindset work, so people can have a shift in thinking to experience a quantum leap both personally and professionally.

Managed 15 employees in the daily operations of order picking and material support to two assembly lines. This 184,000 square foot assembly facility employs the Kaizen philosophy and Continuous Improvement Initiatives. Less than a .05% variance during physical inventory on $10 million in stock. Improved quality performance as measured by parts per million by Increased inventory accuracy from 15% to 95%.Reduced head count from 72 to 15 employees.Implemented JDE into ManufacturingEffectively coach, counsel, and mentor the staff to reach and own their full potential.