As a Financial Representative, my goal is to create a strategy that allows financial freedom and security in all areas of your life. Most of my time is spent learning about what is important to YOU and your family. I will connect with you personally, professionally, and financially to really understand how I can provide the best value to you as my client. From there, we will review a detailed financial plan together that address the following items. Areas addressed: Life Insurance, Income Protection, Long Term Care Insurance, Budgeting Strategies, Debt Mitigation Strategies, Investment Options, Retirement Predictions, Distribution Strategies, Effective Tax Strategies, Children's Education Planning, Legacy Planning, Estate Needs

Licensed in 32 U.S. States I specialize in health coverage options for self-employed individuals and small businesses. Focused on connecting each individual with the option that matches their coverage needs AND their budget. ➥ Specialization with a variety of Health Coverage products to provide customized insurance options for my clients.➥ Focused on Client's need and budgetary constraints which has led to 85%+ customer retention year over year.➥ Built a book of business based on trust, customer service, and continued dedication to help my clients navigate properly when dealing with health issues and their current health coverage plan.

In this role, I leveraged entrepreneurial vision to collaborate on the establishment and development of a new and innovative solution for the delivery of personalized medicine, primarily pharmacogenetics. I also developed a genetic benefit management system operating in the self-insurance space, offering testing to people that have genetic risk.➥ Led development of the first ever Genetic Benefit Management platform, managing all aspects of the development process from conception through testing to roll out and ongoing support and enhancement.➥ Steered a team of 12 direct reports and 4 vendors developing core analytics and platform support.➥ Drove development of strategy and process to drive patient engagement through current beta platforms and outreach to patients, and genetic counselors, and other key medical professionals and organizations.➥ Cultivated and strengthened relations with industry-leading genomic companies such as Oneome (Mayo Clinic) and Genome Medical.➥ Recruited and developed a remote team, and defined, developed and monitored KPIs, and client reporting structures.➥ Supported marketing, messaging, and branding efforts including leading the creation of website and marketing materials.➥ Researched and identified Venture Capital target and developed opportunities, successfully securing $1M.

In this role, I took over the family business and managed operations steering a team of 10 in oil exploration, drilling, and operations. I delivered astute strategic vision and leadership to drive expansion, open new revenue streams and stimulate growth. Worked with geologist and landman to develop new lease opportunities and negotiate mineral rights for oil exploration. Additionally, I provided high levels of efficiency managing and maintaining monthly expenses, financial planning, and overall strategy.➥ Devised an equipment resale purchase program that opened new revenue stream by purchasing equipment during down season and reselling at profit, achieving revenues that supported the company in riding through a major price drop in oil.➥ Brought on in-house geologist, improving quality of geologic reports while turning an expense into a revenue stream.➥ Overhauled pricing for billable work transforming a 10% loss into a 30% gain.➥ Reengineered organizational structure including hiring new personnel and bring geologist in-house resulting in $100K in additional annual profit.➥ Attained a 600% increase in mineral lease development within first 12 months of tenure months.

Here, I utilized effective sales strategies and customer relationship management skills to drive sales, consistently meeting and surpassing challenging targets. Leveraged expertise in effective sales tactics and negotiation skills to propel revenue growth.➥ Maintained a 30% closing rate while maintaining high margin. ➥ Aided dealership in ranking in the top 5 for the US in volume annually.

Here, I delivered strategic vision and strategic leadership to build a vibrant and dynamic company. I led the development of organizational structure, operational policies, procedures and processes, along with directing marketing, and business development activities.➥ Built, developed and grew a network of partners to increase opportunities for revenue.➥ Implemented strategies to establish, managed, strengthen and sustain relationships with clients through visits, calls, and email.➥ Conducted continuous analysis of market and increased knowledge of product and partners capabilities.