Leader of the Pacific Northwest Region where I work exclusively with financial advisors and RIAs in the independent and Equitable distribution channels. I specialize in the design and implementation of asset location plans for advisors and RIAs located in WA, OR, ID and AK.

Distribution leader for the Western Division where I coached and developed an outstanding team of regional wholesalers. We specialized in helping insurance producers and financial advisors create new revenue using financial planning strategies funded with life insurance. I also provided strategic and tactical input to senior management on how to accomplish company objectives. • Generated over $51 million in sales and achieved 112% of recruiting goal in 2019• Created and implemented marketing, recruiting and group meeting strategies leading to a 7% CAGR in sales from 2009 to 2018• Trained and coached regional team on how to market in a virtual environment resulting in an 11% month over month increase in submitted business during 2020. • Promoted from Sales Vice President to Associate Vice President – Distribution during my tenure.

Led the Western Division in 13 States and provided OSJ oversight for over 100 financial advisors in the Nationwide Financial Network.• Achieved over $11 million in sales by promoting financial, estate and business planning strategies funded with life insurance.• Collaborated with sales leadership to integrate the independent and career agent channels into one distribution channel.• Nationwide reorganized their life insurance distribution to focus on IMO and property casualty channels. I joined Midland National to pursue new leadership opportunities.

Recruited and developed producers in the independent and Penn Mutual career distribution channels in collaboration with Regional Director and Managing Partner. • Sales unit achieved over $4.0 million in life insurance sales in 2007.• Recruited new producers who generated over $900,000 in new life insurance premium. • Conducted branch office oversight of IFN registered representatives in Oregon and Washington.

Insurance planning specialist who provided point of sale expertise to financial advisors and high net worth clients on using insurance strategies to enhance financial, estate and business plans. • Increased insurance sales to over $3 million annually.• Successfully launched trust services initiative in partnership with Comerica Bank. • Led and managed IMO relationships for life insurance and long term care products in the Western and Central, United States.