Review current investment portfolio allocations and returns for previous 12 months. Compare performance with benchmark for same period. After analysis determine reallocation strategies to be used in proposed portfolios.

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

I am looking to introduce people to a career as a financial services representative where you can take the skills, drive, and desire you possess and use them to help individuals and businesses solve their most important financial challenges. Discover a career that can’t be off-shored or outsourced. At our agency you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Some of the attributes I seek in candidates are: competitiveness, problem solver, networker, coachable, organized, and results and ethics driven.Results-driven compensation and access to a competitive benefits package is available for qualified Financial Services Representatives including medical and dental, life and disability insurance, and thrift and pension plans.*Let’s start a conversation. Your new career is waiting!

• Develops relationships with business leaders within local communities• Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development

I am responsible for the profitable growth of Horace Mann agencies in the states of Oklahoma and New Mexico. Growth will occur through assisting existing agents and agencies increase revenue and profitability. Also growth will result from the recruitment and training of new Horace Mann agents in the territory I will work closely with my regional VP and also with the Agency Development Specialist assigned to the territory. The Springfield home office team will play important role in helping our agents exceed plan and grow their agencies.

I help recruit and train exclusive agents for Horace Mann Insurance in my assigned states. I also work closely with the Field Sales Leaders in my states to ensure new agent success using a team approach. My role also has me working with and supporting our veteran agents.. We are a company founded by educators for educators. I will utilize extensive financial services experience to help both new and veteran agents increase agency revenues

In 1998 I created and became President of Virginia Cobras Basketball, Inc. The mission of the nonprofit corporation was to help boys basketball players in western Virginia get exposure to college recruiters on the AAU travel team circuit. We were the first ever boys team from Virginia to represent the state at the State Games of America in St Louis in 1999 placing 3rd in our division. We competed against teams from much larger markets on the AAU circuit including Boston, New York, Philadelphia. Atlanta, and the Boo Williams programs in Virginia. We won the gold medal in the 2001 Commonwealth Games of Virginia and 10 of our players went on to play college basketball. Three of these were Division 1 scholarships.

I started my own independent insurance agency and within one year of opening had generated over $60,000 in first year commission on life business alone. The marketing emphasis was on life insurance needs and retirement planning and I brought in producers new to the business and trained them as the agency grew. As my involvment and travel with Virginia Cobras Basketball increased after 1998 I sold the agency to focus on position of president and head coach of the travel basketball team. While owning the agency I was compensated by 5 other Virginia insurance agencies for coaching them on how to prospect, cross sell, and generate more revenue in their agencies by writing more profitable business..

I was one of the top performing agents assigned to the Roanoke, Virginia District Office, working out of Lynchburg, Virginia. My main territories included Augusta County, Rockingham County, Rockbridge County, Albemarle County and the cities of Staunton, Harrisonburg, and Charlottesville. I sold life products including variable life and annuities, personal lines insurance including auto and home, health insurance, and mutual funds. I was twice Agent of the Year for Lynchburg though my residence was nearly 100 miles away from the office and I qualified for maximum life bonus and the San Diego convention for the top performing agents with Prudential in the United States.