Senior Advisor with Bright Advisor and Bright Wealth.

Exceptional financial education, from traditional retirement plans to complex and innovative investment strategies.

As an independent agent, I represent dozens of A to A++ rated companies for personal lines, business, and life insurance, as well as setting up companies and groups with health benefits.

We provide money education that is simple and practical to understand. Our main objective is to produce the most spendable income in retirement for our clients. Education is our focus above all else.

Vision Care DivisionTop 15 award for Q4 2016Circle of Excellence winner 2015Top 10 award for Q2 2015 Number 1 rep for the district 2015

23% growth from 2011-present43% growth from 2010-2011Top sales rep of sleep test related equipment and services in each of the 5 years employed.66% overall growth in first two years, leading to immediate expansion of facilities to accommodate influx of business.Achieved 90% of possible max growth in first year.Training physicians and staff on sleep disorders and solicited the use of company facilities for patient treatment. In-servicing physicians and staff as well as cold calling different physicians in order to drive sleep awareness and business to sleep center.Developing strong interpersonal relationships with physicians and staff.Training other employees in marketing and sales and was responsible for monitoring and tracking growth.

Top sales in Phoenix metro area as a rookie in 3 consecutive months.Commissioned in 2nd month (plan was for 5th mo.) and was well ahead of projected plan after being called to revive struggling area.Sold CPAP and PAP related equipment as well as coordinated Oxygen services for patients.Liaison between patients and medical providers by visiting patients in home and relaying information to doctors.Established strong relationships with doctors and staff.

Brought upwards of $300,000,000 in asset management to the tableClosed over 300K in sales by the end of 2nd month with the company.Sold financial and insurance products to clients and was responsible for account maintenance. Built client base from referrals as well as cold calls.Provided financial seminars for large groups of people.Responsible for targeting potential high-revenue clients and arranging meetings with company's financial team and the clients CPA and attorneys. Recognized for ability to land larger clients, which led to team commissions of approximately $25k.

One of 4 representatives of 44 to win sales competition for Q3 and Q4. Was rewarded with a week long, all expense paid trip to Lake Powell on a luxury houseboat.Top 1% of entire office for the six-month period.Transferred to AZ in July of 2001 to assist in opening an office.Sold financial and insurance products to clients and was responsible for account maintenance. Built client base from referrals as well as cold calls. Recruited additional sales associates and trained them. Responsible for team of agents and their progression in the industry.Obtained series 6 and 63 securities licenses for UT and AZ, as well as life insurance license from UT and health and life licenses from AZ.