I offer Medicare Advantage plans to people who get Medicare

Assist clients with the locating, negotiating and closing on the purchase, sale and rental of residential and commercial real estate, investment property and new construction. Currently affiliated with Preferred Properties International, Boca Raton, FL.

Worked in a virtual call center environment offering life and health insurance products.

We provide engineering based cost segregation studies as a strategic tax savings tool allowing companies and individuals who have constructed, purchased, expanded or remodeled any kind of real estate to increase their cash flow through accelerated depreciation.Cost segregation is the method of re-classifying components and improvements of your commercial/investment building from real property to personal property. This process allows the assets to be depreciated on a 5, 7, or 15-year schedule instead of the traditional 27.5 or 39-year depreciation schedule of real property. The increase in depreciation lowers your income tax. Typical tax benefits for our clients are around $75K per $1 million in building costs.If you have demolished improved, changed, renovated, repaired, or replaced any part of your building since ownership, you may qualify for significant tax savings under the 2014 Final Tangible Property Regulations.CSSI is nationwide and headquartered in Baton Rouge, LA . We have been providing engineered based cost segregation studies nationwide since right after the landmark HCA v IRS case. Our firm has completed around 30,000 studies and not one of them has triggered an audit.A complimentary no cost, no obligation cost analysis is available upon request.

Assisted families in advance of need to arrange for funerals, cremations and cemetery purchases.

I assisted individuals and families to prearrange how and where they wish to be handled upon their passing. My services includes helping to determine the type and location of the funeral or memorial service as well as choices of cemetery plots, mausoleums, niches and cremations for your individual preference and budget.

Securities and advisory services offered through Cetera Advisors LLC member FINRA/SIPC. Cetera is not affiliated with any other named entity.

Handled all accounting functions of real estate development company including maintaining accounting records, bank relationship, contract negotiations and disbursements to suppliers and sub-contractors.

Member of executive management of national insurance marketing company tasked with forecasting sales, developing sales/marketing strategies, and implementing tactics to meet P&L objectives.Served as liaison between company and insurance carrier home office personnel to continuously align home and independent field office systems and objectives.Created and implemented marketing initiatives which aided in the recruitment of new agents and significantly increased revenue from existing relationships. Consistently top 3 in the country.Developed and administered annual sales compensation and bonus programs that clearly and successfully set goals and incented exceptional performance.Trained staff and outside agents on insurance products and sale strategies in person and via webinars.Led team of 15 – 20 direct reports who handled inbound and outbound calls from agents.Oversaw the recruitment and training more than 5,000 insurance agents from across the U.S. ranking among the top recruiting insurance agencies in the U.S. Our strategies were often copied by our competitors.Coordinated outside vendors in design and integration of internal contact management and sales tracking systems and company Website providing the foundation for further future integration and growth.Created and implemented human resources infrastructure including employment screening, job descriptions and objectives and benefit packages.Negotiated value-added services by building strategic relationships with 3rd-party providers.Qualified 3 times for Allianz Life Masters Club