I provide financial counsel to the Doctor of Veterinary Medicine Candidates at Colorado State University. My role is to ensure that these future Veterinarians have the information they need to make quality financial decisions while in school and following graduation. This includes providing fundamental financial planning and the knowledge to manage and understand student loans, while enrolled. Additionally, I provide counsel and education pertaining to student loan repayment planning, insurance, investments and employee benefits they may be offered following graduation.

I have over 20 years of experience advising clients in the areas of risk management and wealth accumulation/preservation. I am a Chartered Life Underwriter and a Chartered Financial Consultant. I seek to build my practice by providing planning and management to businesses and professionals to help them reach their goals. I believe that if I help enough other people get what they want I will also achieve my goals.

I provide financial counsel and advisory services to Wyoming Military Service Members and their families on all subjects financial in nature. This service is implemented through individual appointments to review the personal circumstances of the Service Member as well as through classes and Unit briefings that I present on a wide variety of financial topics. I also prepare and distribute a monthly financial podcast to the Members of the Wyoming Military Department. The financial advisory services are delivered in a cross disciplined team environment that recognizes a spectrum of interlocking needs in order to create a ready, and resilient Service Member.

Sales of investment products including stock, mutual funds and annuities. Management, training and oversight of 9 personal bankers at 3 branches. Customer service to the existing book of business.

Sales of Life Insurance, Disability Insurance, and Investment Products.

Consistently ranked in the top 15% of the agency sales force with over 900 active clients developed primarily through referrals. Over $50 million dollars of life insurance sold with career premium of over $1 million. Interviewed potential clients to establish needs and build relationships. Thoroughly analyzed and evaluated prospects and clients needs with regard to financial goals, tax strategies, and budget considerations. Designed and presented products to business and individual prospects based on needs analysis and customer profile. Completed requirements for underwriting of insurance, implementing investments, and handled funding of investments and insurance. Provided follow up service, correspondence, and implemented a regular system of review to maintain business that was written, resulting in 95% to 100% of my business remaining on the books. Implemented an internal system of client records and sales history. Generated reports to provide cross-selling opportunities. Utilized technology to eliminate paperwork, and create instant access to all aspects of my practice, including clients, products, and schedules. Supervised my own staff while working with Home Office employees to maintain compliance and continuing education.

Sales and Design of Display Advertising