PSL Wealth Strategies and Management is a premiere financial services firm, based in Atlanta, GA, specializing in comprehensive wealth planning and management solutions. The mission at PSL Wealth Strategies and Management is to empower individuals, families and small businesses with tailored financial strategies that foster growth, security and long-term success. PSL Wealth Strategies and Management offers a range of financial solutions including financial planning, debt management, investment strategies, wealth management, tax strategies, insurance planning, retirement planning, and estate planning.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. My goal is to assist families and business owners with building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategiesI am licensed to sell insurance in: GA, TX, LA, NY, FL, AL, DC, MA, NC, SC, TN and VA. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3720 DaVinci Court Ste 150 Peachtree Corners, GA 30092

Agent licensed to sell insurance through New York Life Insurance Company

1. Collaborate and build rapport with various departments and members of management to ensure trust is regained during a controversial time, by providing an accurate resolution to escalated inquiries is communicated to customers via phone and written correspondence within federal, local and company timelines 2. Influence a course of action with account managers, by providing insightful analysis and areas for improvement, based on research and resolution of escalated inquiries3. Consistently made accurate and comprehensive decisions when resolving escalated cases 4. Accountable for originating, tracking, organizing, prioritizing and overseeing all relevant customer communications and issues through to resolution. 5. Recognized by various levels of management during training for possessing strong organization, time management, reasoning and problem-solving skills and as a result was appointed to resolve high priority cases in various skill sets within deadlines for tenured team members.6. Assist and provide support to corporate attorneys to resolve complex business issues in all aspects of litigation management

1. Cultivate strong relationships with team members and managers in various departments to ensure an expedited review process and ensure customers have a comprehensive understanding of the pre- to post modification review process2. Effectively communicate account decisions, explain criteria, potential changes in the market and available options from best to worst case scenario based on financial and/or credit impact, to attorneys, customers, management and various customer advocates in an effort to improve transparency and decrease risk; before, during and after transitioning accounts from one business domain to another 3. Utilize underwriting practices and conduct interviews to ascertain information necessary to make accurate decisions and avoid negative impact to customers, based on extensive financial and data analysis while remaining in compliance with federal regulations and investor guidelines 4. Mentor, train, and support team members to ensure a comprehensive understanding of department policies and procedures, its impact on other departments and best practices to increase productivity and noteworthy customer service 5. Provide recommendations to team members and management that decreased escalations by 50% and enhanced process flow and system performance based on professional and technical expertise

1. Consistently deliver top-tier performance and continuous process improvements by identifying operational and business process gaps, assessing business needs utilizing a structed process (gathering, analyzing, documenting, and managing changes) to assist in identifying business requirements and making recommendations that decrease financial risk2. Track, document and analyze report and test case results via ad hoc reporting of regression, performance and quality assurance testing for changes in system applications utilizing process modeling tools. 3. Provide assistance to management by training, evaluating, providing feedback and leading a team of five representatives4. Show initiative by utilizing advance features of Power Point, Excel, and Word to create presentations, detailed spreadsheets, flow charts, pivot tables and models, to present to Management and HUD to spearhead and manage the Non- Borrowing Spouse (NBS) Project. The NBS project allowed non-borrowing spouses to remain in their home after the passing of the Note holder, resulting in a decrease in reputational risk, the number of foreclosed homes and an increase in department solutions and customer satisfaction. Facilitated project meetings, annotated and distributed meeting minutes, collaborated with various departments to determine impact to business units and develop business requirements and functional specifications.5. Translate business requirements into functional specifications by developing, writing and communicating Standard Operating Procedures, which outline improved methodologies to mitigate risk and support compliance, due to identified and documented areas of opportunity in the various stages of the default process

1. Develop and conduct bankruptcy and foreclosure training as the Subject Matter Expert to various internal customers2. Provide support for new hire and on-going training, as well as mentored team members

1. Utilize persuasive selling techniques and leveraged customer service acumen, as well as intuitive knowledge of company’s products and services in order to reduce delinquency of accounts payable by 92% and exceed productivity goals in accordance with department standards2. Facilitate team and project meetings, produced process flow charts, pivot charts and presentations, reviewed team member suggestions and implemented team/department competitions, which increased team morale and department production by 15%3. Produce employee performance reports and provided coaching and improvement/development plans to employees, which resulted in an increase in communication and service quality, call adherence and optimization by 8% and a decrease in call abandonment rate and efficiency by over 85% 4. Conduct monthly call center business analysis and provided decision making reports exhibiting trends in daily call center training, production and performance of a 10-member team and recommended solutions to management and stakeholders.