As a Financial Professional, my mission is to help individuals, families, and small business owners navigate their unique financial options while reducing their tax liability. Together, we create custom strategies to protect what matters most and maximize every opportunity.I collaborate closely with my clients' professionals—CPAs, attorneys, realtors, and others—to ensure we are all aligned and working towards their goals. This teamwork strengthens their financial ecosystem, keeps everything organized, and helps them become World Class Savers.Partnering with experts in tax strategies, financial planning, estate planning, retirement planning, exit planning, investments, life insurance, and disability insurance, I ensure my clients achieve robust financial wellness.

- Execute comprehensive sales activities, communication, and marketing support in a designated territory, contributing to increased market presence.- Play a crucial role in educating patients, hospital staff, physicians, and community members about Aveanna Healthcare's services, enhancing service awareness and utilization.- Drive revenue growth and collaborate with location management to ensure profitability, demonstrating a keen financial acumen.- Establish and maintain a mature referral network across multiple locations, optimizing revenue streams and expanding the company's reach.- Market Private Duty Nursing, Therapy Services, and Medical Solutions to achieve monthly, quarterly, and annual revenue targets.- Identify and develop relationships with key stakeholders, including physicians, discharge planners, social workers, case managers, and DME and Infusion Companies.- Conduct in-services and represent the company at local, regional, and statewide trade shows and conventions, enhancing brand visibility and financial opportunities.- Develop and execute targeted sales plans and market development strategies aligned with company goals and objectives.- Provide regular feedback to corporate management on sales activity and market development success, contributing to strategic decision-making.- Maintain a professional demeanor while representing the company within the healthcare community, emphasizing respect for the patient care process.

Took a purposeful career break to spend valuable time with family in the beautiful city of Guadalajara, Jalisco, Mexico. During this period, prioritized family bonds, cultural immersion, and personal well-being, contributing to a richer life experience.

- Completed thorough observations of store employees' interactions with customers, providing constructive feedback for development, training, and coaching conversations.- Assisted in resolving customer-related issues to enhance the overall T-Mobile brand experience and meet customer expectations.- Took ownership of store success, addressing work-related needs of employees, overseeing store leadership, staffing, scheduling, labor controls, marketing, loss prevention, and other store functions.- Supported operational excellence by monitoring every store function, tracking sales and inventory, implementing new store programs and initiatives.- Maintained a consistently neat, clean, and organized store environment to uphold a positive customer experience.- Recruited passionate store employees committed to building long-lasting customer relationships and embodying enthusiasm for the T-Mobile brand and digital technology.- Supported team development through training, mentoring, and fostering behaviors that contributed to customer satisfaction and employee success.- Led by example, staying current on the latest products, services, training, and leadership best practices to serve as an expert resource for the team.- Supported team initiatives and fostered an inclusive environment to promote collaboration and engagement.- Took responsibility for overall store productivity, driving operational efficiencies, minimizing risk, protecting assets, and delivering financial results based on key performance indicators.- Managed and controlled store expenses while demonstrating investment in team success through personalized performance management plans and recognition of achievements.- Ensured store employees consistently met or exceeded defined monthly success measurements and sales goals.

- Provided effective leadership to a team of Store Managers within a designated district, fostering a positive and collaborative work environment.- Oversaw and drove the performance of multiple T-Mobile retail stores within the district, ensuring they met or exceeded sales goals and operational targets.- Ensured operational excellence by monitoring and managing store functions, including sales, inventory, staffing, scheduling, marketing, and loss prevention.- Implemented training and development programs for store managers and teams, ensuring they were well-equipped to deliver exceptional customer experiences and meet T-Mobile's standards.- Participated in the recruitment process for Store Managers, actively seeking individuals who aligned with T-Mobile's values and could contribute to the success of the stores.- Provided ongoing performance management for Store Managers, offering feedback, coaching, and support to enhance their effectiveness and ensure individual and team success.- Took responsibility for the overall financial performance of the district, including driving revenue growth, managing expenses, and achieving key performance indicators.- Ensured that all stores within the district adhered to T-Mobile policies, procedures, and compliance standards.- Maintained a focus on delivering an outstanding customer experience, supporting initiatives that enhanced customer satisfaction and loyalty.- Established and maintained effective communication channels with store managers, corporate leadership, and other stakeholders, keeping all parties informed of key developments and priorities.- Addressed and resolved escalated issues, both internally and externally, to maintain positive relationships with customers and stakeholders.- Stayed informed about market trends, competitor activities, and industry developments, providing insights and recommendations to support strategic decision-making.

- Provided leadership support to the store team, contributing to a positive work environment and fostering collaboration.- Ensured exceptional customer service by coaching team members on effective communication and problem-solving skills.- Contributed to achieving and exceeding sales targets, actively participating in sales activities and providing guidance to the sales team.- Assisted in overseeing day-to-day operations, including inventory management, staffing, scheduling, and maintaining a clean and organized store environment.- Stayed informed about T-Mobile products, services, promotions, and industry trends to effectively communicate information to customers and team members.- Supported the training and development of store associates, ensuring they were well-equipped to provide outstanding customer experiences and meet T-Mobile's standards.- Assisted in providing feedback, coaching, and support to team members to enhance their individual and collective performance.- Contributed to the execution of sales initiatives, promotions, and marketing strategies to drive revenue growth.- Addressed and resolved customer issues or concerns, ensuring a positive and satisfactory resolution.- Fostered a collaborative and inclusive team environment, encouraging effective communication and teamwork among store associates.- Handled various administrative tasks, including paperwork, reporting, and other duties as assigned by the Store Manager.- Ensured that the store operated in compliance with T-Mobile policies, procedures, and regulatory standards.- Assisted in monitoring and managing store inventory levels, coordinating restocking activities as needed.- Maintained a visible presence on the sales floor, engaging with customers and supporting the team during peak business hours.- Utilized digital tools and systems effectively to manage sales, inventory, and other store-related functions.

- Proactively engaged with a diverse customer base in a high-traffic retail environment, utilizing digital tools to effectively communicate, educate, and showcase the value of T-Mobile solutions.- Consistently leveraged digital self-serve tools during customer interactions and onboarding processes, identifying customer needs and employing solution-based selling techniques to demonstrate the value of T-Mobile products and services.- Recommended wireless solutions and facilitated onboarding centric to customer self-service, emphasizing the use of the T-Mobile app for wireless needs to deepen customer relationships and ensure satisfaction.- Completed comprehensive training on the T-Mobile in-store experience, acquiring new skills, knowledge of products and processes, and familiarity with systems and reference resources.- Continuously learned and improved skills to provide an optimal customer experience, partnering with home store locations for proper onboarding and conducting skills practice, knowledge sharing, and store operations.- Demonstrated a customer-obsessed approach, connecting on a personal level, matching customer pace, building rapport, trust, and loyalty with each interaction.- Committed to providing exceptional service and exceeding customer expectations, proactively reaching out to potential customers to drive sales activity and effectively managing follow-ups, referrals, and building relationships.- Established and nurtured relationships with nearby leadership and teams to support the end-to-end customer experience, from account setup to device support and account servicing.