Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 POST OAK BLVD, SUITE 1150, HOUSTON TX, 77056, 281-2202700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

I wanted to broaden my ability to direct clients toward their best interests. Having insurance offerings only wasn’t enough. I sought out advanced training in financial planning, investment strategies, and wealth management, aiming to equip myself with a diverse toolkit that could address every facet of a client's financial picture.I joined with Synergy Partners to gain my securities licenses and develop full financial planning as a fiduciary. I was given complete freedom to work with any of our firm's advisors and to direct client conversations to serve their goals.

From a young age, I've been driven by a vision: to demystify a confusing landscape and drive people to confidence in making better decisions about their futures. I started as a client of advisors at the age of 22 and immediately understood the fog and confusion that comes from trying to do the best I could with limited information and everyone offering advise having an agenda.I got an offer with New York Life. Originally leaning towards portfolio management, I embraced the opportunity to learn from the ground up, understanding early that every role offers insights. My tenure with New York Life was transformative, providing me with a platform to absorb knowledge from some of the industry's brightest minds. It was here that I developed a profound appreciation for the role of insurance protections within a comprehensive financial plan.Leveraging my skills in client consultation and complex problem-solving, I dedicated myself to crafting and delivering personalized insurance policies. Each policy was a testament to my commitment to addressing the unique risks and concerns of my clients, tailored meticulously to safeguard their financial well-being.

I designed and proposed window replacement projects with budgets ranging from $3,000 to $25,000. Steering from conception through to the finish line, I managed the delivery and installation of turnkey solutions. My role involved a hands-on approach to addressing and resolving issues, ensuring projects were completed to the highest standards.Demonstrating a consistent track record of success, my efforts propelled total sales to $70k per month, with a lead to close rate of 35%. These numbers not only reflected my dedication and skill but also the trust and satisfaction of the homeowners I serve.

At the heart of my work wass a deeply rooted passion for turning visions into reality and crafting spaces that enrich the lives of homeowners. Building design projects ranging from $5,000 to $75,000, I served as the conduit between general contractors, customers, and store associates. My role was pivotal in communicating clear, specific plans that align with the unique needs and aspirations of each client.My efforts culminated in generating $500,000 in annual sales, surpassing the previous year by 55% and our target by 12%. My ability to close deals efficiently is demonstrated through a 30% lead to close rate and a 63% proposal to close rate, testament to my expertise and the trust clients place in my work.I also won the design award in the Diamond Cabinetry kitchen design contest.What I loved most about this role was the opportunity to take a simple desire or vision and take it to completion. The joy and satisfaction of walking clients through this process in their homes was motivation and inspiration to work around the clock.

At the core of every thriving service department is unyielding dedication to excellence and efficiency. Directing the service department in a demanding field taught practice in the art of balancing precision with agility. Managing over 500 customer locations throughout Central Texas and Houston diversified my skills in client relationships and deepened my appreciation for the critical role of field technicians in maintaining the lifeline of our client's operations.In an industry where emergency calls are certain and unpredictable, our team mastered the 24/7/365 rhythm of readiness, ensuring that each of the 3,000+ annual service calls was met with swift, decisive action. During my time our service department proudly achieved an annual gross revenue of over $1M, a testament to our consistent commitment to excellence and efficiency.By fostering open communication and collaboration across Service, Sales, Parts, Technical Support, and Customer Service departments, I developed company-wide process improvements. Recognizing the potential for improvement, I designed and implemented strategic process enhancements across the company. These efforts not only consolidated fragmented information but also eliminated barriers to success, setting a new standard for operational excellence.Navigating the complexities of project management and emergency response, my journey is one of continuous learning and leadership. It's about ensuring that every decision, every action, contributes to the greater goal of unparalleled service. This is what I bring to the table—dedication, innovation, and the relentless pursuit of excellence.

Providing power installations for Austin's most talked-about events, from the elegance of white-glove weddings to the exhilarating chaos of festivals like SXSW and Austin City Limits.As the go-to electrical service provider for names like C3 Events, Paramount Gala, and icons such as Soundgarden and Matthew McConaughey, my role extended beyond logistics. I led teams in deploying portable high-voltage power setups, navigating the complex demands of high-profile clients, and beating the clock on some of the tightest timelines imaginable.But what truly set our work apart was our adaptability. Events, by nature, are dynamic. Plans change, sometimes by the minute. My ability to pivot, to anticipate needs before they're articulated, and to ensure every vendor has exactly what they need to excel meant the difference between good and unforgettable memories.