Marketing: I’ve spent many years developing marketing & sales systems currently used by thousands of insurance agents. The most popular being the “Debt Action Plan”, which is a participating whole life debt elimination/banking system as well as the “My New Retirement” sales system which helps clients build a risk-free, tax-free retirement using an indexed universal life policy.Management: Having been involved in many start-up companies, I am a results-oriented executive with expertise in leading and scaling business operations while strengthening business performance though agile software development. I have worked on a vast array of systems in numerous industries, with a specialty in financial services. I am a problem solver and skilled diplomat with the ability to communicate with business leaders, technical teams and staff to develop and recommend solutions aligned to business goals.