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Responsible for achieving growth and all strategic goals for the Palm Beach Gardens Branch Personally hired 22 of the 27 advisors currently in the office.

Responsible for 4 offices (Palm Beach Gardens, Ft. Lauderdale, Vero and Orlando) aimed to help each manager achieve their strategic goals in Production Growth, Asset Growth, Tax Integration, Recruiting and Retention Was in charge of all recruiting in the complex Set up all training in the complex for new and existing advisors.

Responsible for 10 offices on the East Coast of Florida and helping each manager achieve their strategic goals (Miami, Ft. Lauderdale, West Palm Beach, Jupiter, Vero Melbourne, Orlando, Daytona, Merritt Island, Jacksonville east and west)Was in charge of all recruiting activities for the East Coast of Florida Set up Training Requirements for existing and new advisors for the all offices in East Florida Area

Responsible for 5 offices and helping each Branch Managers achieve their strategic goals (West Palm, Jupiter, Vero, Melbourne, Ft. Lauderdale)Developed a Performance Improvement Program for low producers that was adopted company wide.

Helped establish a training program for new advisorsOne of very few managers at the time that had hiring responsibilities

Provided clients with a comprehensive investment & retirement plan.