I help successful business owners, package and sell their businesses within 3 - 6 months, helping them avoid traditional costly, and complex methods.

We use our "Functional Analysis & Strategic Turnaround (FAST) Teams" to work directly with business owners to develop Scalable Legacy Systems within their organizations, ensuring the rapid transformation of the business into a scalable, owner-independent entity.

Implemented strategic business process improvements across various industries using Lean Six Sigma principles to eliminate waste, establish flow, and reduce variance.

We're a collective of visionaries and change-makers reshaping industries and positively impacting the world. Our vision is to help you achieve your vision.

Provided personal and business financial planning focused on asset protection, wealth accumulation, risk management, and advised on asset allocation and executive business exit strategies.

Progressed from a field agent to various coordinator roles (CIT, CCM, SPC, DSC) managing teams of agents. Designed group benefits for large businesses and oversaw numerous accounts.

- Facilitated exclusive peer advisory group for top-performing founders and CEOs across various industries.- Provided a confidential platform for leaders to share insights, address challenges, and foster decision-making.- Enhanced leadership excellence through one-on-one coaching and peer collaboration.- Contributed to the growth and success of member businesses, outpacing industry averages.- Played a key role in advancing the professional and personal lives of members within their businesses and communities.- Supported Vistage's mission of cultivating better leaders for improved business decisions and results.

Implementing innovative physical and cybersecurity solutions by employing reformed white-collar criminals, advocating for second chances, and staying ahead of threats.

Worked directly with wounded warriors who are suffering from, or who have had, traumatic brain injuries, post traumatic stress disorder, and other neuro traumas, helping them to cope and reconnect with the world around them.

Taught Psychology, Medical Law and Ethics, and Microsoft Office, focusing on clear learning objectives and diverse teaching methods to accommodate different learning styles.

As Managing Partner, I led team unification around a shared vision, improved leadership efficiency, enhanced organizational health, and grew the company, culminating in a successful private acquisition.

Integrated clients' financial planning, specializing in holistic needs-based planning, wealth management, and strategic exit planning for business owners.

Working with businesses and individuals, insuring their vehicles and homes on the spot.

Strategic Consulting and Account Management positioning insurance programs into businesses and individuals to suite their needs.

Focused on strategic consulting to accelerate business growth, specializing in financial planning, risk mitigation, buy-sell agreements, exit strategies, and employee benefits design.

Managed relationships with 25 mortgage broker offices, overseeing loan origination, product placement, and a monthly $100 million+ pipeline.

Leveraged money to make money.

Led a team of retail mortgage brokers helping them maintain consistent new loan origination, pipeline management, and branch operations, achieving top company production with $32 million in closed loans.