Principled Wealth Advisors, LLC, is an independent financial planning and wealth management firm. Our specialized process begins with understanding your goals, objectives, and... your principles. DISCOVERYWe learn your values, your goals and the purpose for your wealth; by knowing your “principles” we can help you to capitalize on personal, family and financial opportunities.WEALTH GUIDANCEWe use custom tools, processes and talents to assess what needs to be done to help you reach your goals. We are proactive, we capitalize on your personal, family and financial opportunities and we make sure things get done.INVESTMENT GUIDANCEWe create investment strategies that utilize leading-edge investment implementations. Individual strategies are employed, managed and monitored. We provide clear insight into results and performance.100 E. RiverCenter Blvd, Suite 810 Covington, KY 41011 | Phone: 859.957.2737Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Financial planning services offered through Principled Wealth Advisors, LLC. are separate and unrelated to Commonwealth.The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

PRICINGHelped institute value-based pricing in place of traditional, but ineffective cost-plus pricing. Key contributor to creation and implementation of a product offering stratification plan for Convergys flagship billing product. VALUE PROPOSITIONS & ECONOMIC VALUE MODELSIdentified, quantified, and modeled the economic value of Convergys flagship billing product. Developed value proposition documents used in several high-profile sales opportunities. Created value models and presented to prospects, Convergys’ sale executives, & product managers.

PROSPECT PROBLEMS Worked with clients and prospects to determine current pain points and future strategy to guide Convergys product roadmap. Developed and implemented a new Enhancement Request process for client and Convergys constituents, including an automated, database driven application to support the processPRODUCT STRATEGY & ENHANCEMENTSLead a Change Control Board and rendered decisions on an average of 10 development change requests per week.SALES ACTIVITIESProvided value proposition, system feature/benefit, and functionality presentations. Presented to and lead discussions with several tier 1 wireless operators including the largest wireless operator in Mexico City, three of the largest US wireless operators, and a large Brazilian wireless operator. Major contributor to sales win valued in the tens of millions of dollars.

STRATEGIC PLANNINGParticipated in development of overall corporate web plan and created online pricing strategy and set product/service prices. Specified design documentation and managed development of new online product, Selectory Online, and web partner model.INTERNET MARKETINGDirectly responsible for marketing of Harris InfoSource’s e -commerce presence. Lead new online product positioning and launched highly targeted email and fax campaigns, by mining online user database. Developed strategic partnerships with Hoover’s Online, Clickdata.com and other web sites. Wrote and conducted several surveys and performed analysis on responses, which influenced corporate pricing strategy and new product development.

OPERATIONS & LEADERSHIPResponsible for scheduling & management of 90 seasonal employees. Oversaw planning & operations of catered picnic area that served up to 7,500 people daily. Designed Excel workbook to largely automate estimating & scheduling that reduced paperwork, planning time, and production errors.