As the Director of Client Relationships, it's my responsibility to ensure investors accomplish three things in their portfolios: maximize tax-deferred growth, protect capital through diversification, and create passive income streams that build true financial wealth.

Acumera provides network security and management services, tools, and applications. Giving businesses high-speed connectivity, strong security, and unmatched visibility to support IT, business intelligence, operations management, and the bottom line.Acumera is listed on the Visa and MasterCard Global Registries of PCI-compliant service providers.

Continuant provides award-winning, nationwide communications network solutions through a variety of products and services including UCaaS w/ Microsoft Teams, Business Audio-Video Solutions, and a wide array of Managed and Professional Services.My role is to find and establish new enterprise accounts with a focus on Healthcare, Manufacturing, and Higher Education, as well as maintain and develop relationships within existing customer accounts. As an Enterprise Account Executive, I am responsible for generating my own leads, developing those leads including nurturing customers through the buying cycle, creating presentations and proposals that provide significant and actionable value to the customer, and ongoing support and account development once the customer relationship has been established.