We design and implement financial strategies based on comprehensive reviews to assist clients in reaching their financial goals and objectives. Our areas of focus include financial planning, portfolio management, retirement planning, college planning, estate planning, insurance planning, asset protection and wealth transfer strategies.

Family owned sports card and memorabilia on-line store. www.http://stores.ebay.com/In-the-Zone-Sports-Cards-TX

Provided practice management and strategic sales, recruiting and business development consulting to financial advisors, legal and accounting professionals.Consulted and helped large multi-partner tax, accounting and legal firms on offering financial services as part of their practice and help them develop a comprehensive wealth management focus that utilizes state-of-the-art technologies and sophisticated management platforms. Practice management field consulting, retention and acquisition of advisory practicesGuest speaker at professional association seminars.

-Responsible for all incoming NFP, Partners Financial, CPA, Banks and Professional Partnership firms. -Oversaw the recruitment and movement of over 1,200 representatives from various financial and investment service firms including life insurance agents, CPAs, bank advisors, attorneys and registered investment advisors. -Managed and coordinated the movement of over 150,000+ client accounts into National Financial Services, Pershing, various mutual funds, annuities and life insurance carriers. -Successfully constructed and directed three pilot divisions (Licensing and Registrations, Firm Integration and Training and Transition Team) at one of the fastest growing independent broker dealers in the country.

Customized wealth management solutions for families and small to medium sized businesses.

Financial Planning Consultant, 1998-1999 Managed and developed region of over 300 accounting and CPA investment advisors with an asset base of over $500 million. Provided sales, marketing, and product support to Vest advisors in the field on investment and wealth management solutions. Focus was on all facets of the investment management process including; firm tools and technology training, sales production, business development, investment analysis and sales technique. Presented topics on fee based planning and practice development at national and regional conferences. Trained and supervised regional team members on sales, investment product knowledge and public speaking. Adopted and developed sales and marketing programs that added over $4,000,000 in new revenue for the firm.Recruiting Team Leader, 1996–1998Supervised team of 10 persons responsible for recruiting CPAs and accounting professionals nationwide. Responsible for team members training and development on recruiting initiatives and sales practices. Presented to prospects on the benefits of establishing a wealth management relationship with H.D. Vest. Activities included: prospecting, cultivating and marketing wealth management initiatives to prospects and current representatives. Personally recruited over 350 accounting professionals.