Performance Development Consultants and Coaches working with Career Professionals, Entrepreneurs and Business Owners to increase their professional success.Elements provides in-depth consultation on business plan design and execution, leadership excellence, and organizational development, followed by a proven accountability approach that drives growth and sustainability. "Success is as likely as you believe!"

My vision is to create transformative experiences that provide insights and inspiration to help you feel energized and fulfilled with your career. As you cultivate your true purpose, this is when work stops being just a job.

As a Certified Professional Coach with AQai I am committed to their mission: to inspire & empower every human with the skills to adapt and thrive. Ensuring no-one is left behind in the fastest period of change in history. Transforming the way employees, teams and organizations thrive in change.AQai is a pioneer in the field of organizational adaptability to support the development of highly adaptable employees, safeguarding careers, unleashing potential, and protecting the future of their organizations.Adaptability and resilience is rated the No.1 most important skill by L&D professionals according to 2021 LinkedIn Workplace Survey. Highlighting one of the most pressing problems in supporting people through change, transformation, disruption, and re-skilling. Together we empower people, teams, and organizations to assess, understand, and change the behaviors needed to successfully adapt to our ever-changing environments.Let’s talk about how we can develop highly adaptable employees, to help them safeguard careers, unleash potential, and protect the future of their organizations.Lack of adaptability costs businesses $19.8b per year in HR, according to PWC. Protect your organization from disruption. Upgrade your organization’s adaptability performance with detailed metrics, benchmarking and coaching support.

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure

Wealth Diversity, Equity & Inclusion Business Owner

Wealth Training & Development Strategy

Practice Management Consultant

Responsible for leading training and development initiatives for Financial Advisors centered on a Practice Management philosophy, including: Practice Management Universities, Club Conferences for Elite Practitioners, Post-Event Engagement Strategies; Customized Online Learning Plans, Coaching & Designations.

Responsible for relationship management, field engagement and online strategies to deliver training and development to Financial Advisors.

Developed the strategy, design and implementation of programs to attract, onboard, support and develop women and diverse Financial Advisors.

Designed and led the expansion of a Financial Advisor Training Program for those with three years or less professional experience, increasing hires by 500%.

Managed a Financial Advisor Training Program for recent college graduates and three contact center areas supporting offices in transition, trade execution, and administrative support.

Served individual clients and small businesses, supporting retirement and education planning needs through products and solutions such as insurance, annuities, mutual funds, equities, fixed income and managed accounts. Managed a profitable $70 million office supporting 600 households, becoming a top advisor in the Exeter area for Assets Under Management. Fastest starter in the region, growing the branch from $10 million to $70 million in three years.

Partnered with top Financial Advisor in the firm, additionally supporting 60 branch teams in the NH/ME area. Elevated office production to top 350 in the firm through client service excellence, administrative and marketing efforts. Responsible for all marketing, sales support and administrative functions of the office, including advertising, seminars, client appreciation events.