Goals based financial planning and investment management services. Manages over $400 million in client assets.

Managed a team of 25 Financial Planners. Team included the most tenured Financial Planners in the firm, who managed $7 billion in assets for more than 8,000 clients. Responsibilities included guiding the Financial Planners on: business goals and objectives, sales programs, practice management processes and systems, client case reviews, and financial planning. Role also included helping the firm grow nationally - resulting in: a) $15 billion in new client assets from $5 billion to $20 billion, b) 22,000 new clients from 12,000 to 34,000, c) 33 new branch office locations nationwide from 10 to 43, and d) 130 new Financial Planners from 30 to 160.Managed all new Financial Planner hires nationwide during a critical growth phase of the company (2012-14), doubling the firm’s assets from $6 billion to $12 billion and doubling the firm’s advisory base, resulting in 11 new branch offices nationwide.Recruited, trained, managed and mentored 16 Financial Planners for the Boston, Chicago, Columbus, Detroit, and Hartford branch offices, generating $800 million in new client assets (2010-12).Initiated and implemented a Financial Planner sales performance metrics system, driving top line sales growth by 20%.Led 23 innovative and responsive training orientations for 120 new Financial Planners, delivering the consultative sales, technology, and practice management skills needed to provide a high-quality client experience within an RIA fiduciary business model.

Selected to support a team of 20 Financial Planners serving 800 clients and $2 billion in AUM. Provided financial planning and investment management services to affluent clients.Reviewed over 130 financial plans, ensuring technical accuracy and soundness of assumptions.Improved firm-wide standardization of financial planning templates and stand-alone reports, increasing the efficiency and effectiveness of client deliverables by 25%.Created financial planning software training materials and user documentation for new associate hires, improving ramp-up period to perform at standard by 2 months.

Brought on board to focus on growing and expanding new business development. Acquired over 120 new client accounts, increasing firm assets by $12 million. Realized 20% year-over-year revenue growth.