I work at and co-own a full-service financial planning firm that offers services designed to put people on track for their financial goals and have less stress about finances in general. We are a Registered Investment Advisor.

I run a staff of financial service professionals providing insurance, retirement, and investments to our client base here in San Diego with customer service and integrity as a cornerstone.My daily Responsibilities include: -Training representatives on sales concepts, prospecting, product knowledge, customer service, and sales skills.-Running Joint Field appointments-Recruiting through several venues-Managing new business flow-Maintaining my personal book of business-Meeting sales quotas on a regular basisThe postings on this site are my own and do not represent in any way Western & Southern Financial Group’s (including its member companies’) positions, strategies, or opinions.

Build full financial plans for clients through insurance,investments and retirement.My Responsibilities included:- Prospecting for new clients (B2B and personal outside sales)- Maintaining a book of business (inside sales)- Meeting sales quota on a regular basis- Networking through local channels

- Responsible for staff scheduling, department event planning, selling, and logistics such as inventory and sales quotas tracking.- Ranked 2nd in sales in a department of 30 sales associates.- Company “Pacesetter” award for top sales people in 2010.- Member of team that Ran annual company fashion show at national flagship store in 2010.