Building lasting relationships while serving clients in nine counties of Greater Tampa Bay, West-Central Florida (Citrus, Hernando, Pasco, Hillsborough, Pinellas, Sumter, Hardee, Highlands and Polk).Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Provide guidance and expertise to individuals on managing their financial resources to achieve specific financial goals. Services include:Financial Planning: Helping clients set and prioritize financial objectives, such as retirement savings, estate planning, or wealth transfer.Asset Management: Overseeing investment portfolios, including securities, commodities, and other financial instruments, to grow and preserve clients’ wealth.Investment Advice: Providing recommendations on investment products, such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs), tailored to clients’ risk tolerance, goals, and time horizon.

Financial services consisting of:1. Contract administrative support for investment advisors and representatives (IAs and IARs).2. Quality review of insurance and investment forms.3. Specialized financial customer service support, client correspondence and compliance support.4. Financial appointment preparations support for advisors.Risk Based Decision Making (RBDM) Business consulting

Plans and administers the office programs in the promotion of safety in all aviation activities. Responsible for programs within assigned areas and for the performance of inspections, surveillance and certification or other assignments on air carriers/air agencies/airmen/designees operating under the Federal Aviation Regulations (FAR). Has program responsibility to assure that assigned organizations meet FAR. Identifies and establishes the training and work performance standards for inspection and surveillance within manpower and budget limitations.• Direct the work of subordinate employees at the organizational unit level. Work includes routine project/program tasks based on established policies, procedures, and guidelines.• Perform and supervise Aircraft Accident Investigations. Most notable achievement was on scene FAA investigator for Asiana Flight 214. • Responsible for the overall administrative and technical direction of the aviation safety mission in relation to maintenance, avionics, and operations disciplines.• Set priorities, assign tasks, monitor and evaluate performance, coach and develop employee capabilities and taking or recommending corrective/disciplinary action as appropriate.• Utilize assigned budget, staff, and other resources to accomplish project/program objectives.• Manage budget and request additional resources, as needed.• Contribute to budget planning process and short-term project’s future needs.• Apply comprehensive knowledge of the technical aspects of the work directed.• Maintain a detailed knowledge of budget, human resource, and other administrative policies and procedures, and a detailed understanding of the objectives of the organizational unit.• Maintain contacts primarily within the organizational unit/major subdivision with subordinates, peers, and higher-level managers to discuss the status of projects/programs and to share information.

While assigned to the General Aviation and Commercial Division as the National Aviation Events Specialist for Airshows and Air Races. Responsible for program monitoring and coordination between DOD, FAA regions, & the public. Directed regional coordinators responsible for monitoring the same programs in an advisory capacity. 1. Validating military flight demonstrations teams air show performance maneuvers.2. Establishing and recommending changes to national policy for the oversight of aviation events.Principal Inspector (Operations) for air carriers, air operators, air agencies, airmen and designees. Has program responsibility to assure that assigned organizations meet Regulations with respect to operations programs. Determines the need for and establishes work programs for surveillance of assigned organizations within budget. Assures assigned organizations are properly and adequately organized, staffed, and equipped; conduct adequate training, acceptable record keeping system; and have facilities that meet all regulatory requirements. Chairs joint FAA-industry meetings; maintains regular contact with organizations assigned; and coordinates with top management officials. Is responsible for the conduct of enforcement investigations. Performs the emergency suspension of certificates or cancellations of operations specifications. Conducts the reexamination of certificated airmen or recertification of an operator or agency. Conducts investigations of public complaints, congressional inquiries and aircraft incidents and accidents. Evaluates training programs to ensure that they meet the requirements of the FARs. Approves/disapproves designation of check airmen and makes recommendations on the appointment of designees. Approves the original issuance of operations specifications and issues original operating certificates. Approves amendments to operations specifications. Directs or participates in proving flight evaluations to determine compliance with FARs.

Wholesale and retail sales of goods and services distributed by companies associated with Alticor, Inc. Also, the establishment of Independent Business Owners (IBOs) using a private franchise concept.

Desert Storm, Desert Shield Veteran.