Experienced Principal with a proven track record of success in the insurance and investment industries.Founded and led an independent insurance agency and investment firm, utilizing a unique combination ofbusiness acumen and leadership skills to drive growth and profitability. A strategic thinker with a passionfor providing comprehensive financial solutions to clients.Accomplishments:Successfully established and grew an independent insurance agency and investment firmImplemented innovative investment strategies causing significant growth in assets under management.Developed and maintained strong relationships with key insurance providers and investment partners.

Insurance Expert for South Central territory, specialize in analyzing, problem solving, training and solutions recommendation to advisors for high net worth and ultra-high net worth clients. Provide product and strategy training to Capital One Financial Advisors and Wealth and Asset Managers. Create and present complex case design and solutions implementation via advisor relationships to highly valued bank clients.

Collaborate with Financial Advisors to capitalize on their life insurance opportunities in their practices by providing wealth strategy solutions for their clients.

Consult CPAs and tax professionals doing wealth planning with their clients, from cash management to estate planning including qualified and quasi qualified plans, 529's, life insurance and portfolio strategiesProvides sales assistance and coaching to field advisors to increase close ratio on insurance cases with large premiums Co-create the content creation and delivery of Insurance Strategies to field advisors at Insurance Training Workshops provided throughout the USAProvides specialized detailed information on insurance, estate and legacy planning strategies and make client recommendationsAnalyze current client policies and make recommendations of strategies based on client needsProvide training and support to internal Wealth Management Consultants on insurance and estate planning strategies and products

Managed and built a book of business through prospectingManaged millions of clients assets through various investment vehiclesProduced stock portfolios and managed client accounts on discretionary basis Created and Implemented investment plans to enable clients to achieve financial goalsExtensive knowledge and training in retirement, education, estate, and investment planningCritical thinking and execution of planning skills to resolve financial issuesPerformed various case studies and research projects in the areas of financial planning and analysisCreated reconciliation and post analysis reports for clientele