Determine customer's needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.Increase lead conversion and retention by providing prompt and exceptional service.

Assist in the implementation of Behavior Plans, managing a staff of 20+ employees, ensuring compliance, and advocating on behalf of our consumers.

Oversee day to day operations of an Adult Foster Care· Hire and train staff to meet and exceed state requirements.; Establish and maintain network of contacts for client referral.

List and Sell real estate in the Greater Grand Rapids area,Specializing in rentals and investment property

Purchased single and multi-family rental properties. Covered all aspects from showings and screening tenants to evictions to property maintenance.

Developing and maintaining a large sphere of influence. Listed & sold residential real estate.