Dynamic business leader dedicated to helping businesses operate at optimized growth and efficiency levels, and to supporting individuals in the pursuit of their financial goals.It takes collaboration to make this happen. In more than three decades in the financial services industry, I have learned that diversity brings more voices to the table, and inclusion brings out their best ideas. Engagement, innovation, and strategy execution are all accelerated when we invite a broad range of voices to the table to both participate and lead. This is one of the many reasons that I am passionate about mentorship and developing the next generation of strategic leaders in our industry.I also spend my energy in the community on several charitable pursuits, including education. Currently, I serve on the board of the Johnson County Community College Foundation where we award more than $1.2m annually to students of all ages, from all walks of life, who are working to change their lives for the better.And for fun, you’ll either find me with family or on the golf course continuing a life-long pursuit of a low handicap!
Listed skills include 401K, Retirement, Investments, Mutual Funds, and 16 others.