I am a dynamic, results-oriented, hands-on leader with a strong track record of improving performance of a high-growth, fast-paced organization. I have a broad skillset that includes client service, long term business development and day to day operations management. My strengths include team motivation, strategic problem solving, thought leadership and action oriented long term planning. I possess superior interpersonal skills and experience in resolving complex client, human resources, legal, financial and operational challenges. I am adept in motivating teams to peak performance by encouraging an entrepreneurial mindset for all personnel.I spent 12 years of my career growing and managing ProVision Wealth Strategies. This allowed me to develop a broad skillset that includes both long term strategy and day to day management. Long term strategy included creating a company Vision, Mission, Values and Code of Honor. Short term management meant ensuring the company adhered to these cornerstones every day in every interaction. I was able to cultivate a culture of collaboration and utilized a team approach to drive organizational improvement and implement best practices in all areas of firm.ProVision developed a unique approach to serving high net worth clients by working to develop comprehensive business, wealth and tax strategies designed to accelerate financial freedom. I had the opportunity to work with many very successful entrepreneurs in industries such as real estate, retail, marketing and manufacturing.Core Competencies include:Financial Reporting - KPI Development - Human Resources - CCH - Team Ethics - Profitability & Cost Analysis - Debt Covenants- IRS Controversy - Entity Structuring - High Net Worth Tax Planning - Family Office - Asset Protection