Our goal is to provide insight and peace of mind - helping individuals and families reach their goals across all industries, all across the US.Core Focus: Financial Planning & Wealth Management, Retirement Planning, Short to Mid Term Investment Strategies (Advisory, Managed, Brokerage, & Structured Accounts), Tax Diversification, College Education Planning, Life, Long Term Care & Disability Insurance.We manage our firm as an integrated whole. Our members have varying practice areas and demographic focuses that collaborate together to provide our clients with the full-service capabilities they require to formulate and execute a comprehensive and holistic financial plan. We measure our performance not by short term results but by the long term success of our clients.

• Effectively managed a team of 50+ club staff to exceed member expectations through high quality food & beverage service in the club’s multiple dining outlets• Cooperatively managed banquet staff to execute high level service standards for private events with attendances of up to 1000 guests• Strategically negotiated contracts to stay under budget for live music & entertainment for member events across various departments• Adequately maintained department beverage costs by effectively sustaining par levels for liquor, beer, & wine inventory in the dining outlets and storerooms based on sales projections

• Worked closely with the City of Bryan, the CVB, and other stakeholders to ensure quality experiences for Lake Bryan park visitors including park operations, amenity reservations, facility improvement projects, and regional sporting event execution• Managed front & back of house staff, product inventory, day-to-day operations, and private event execution at the Lakeside Icehouse & Grill• Strategically negotiated contracts with national booking agencies to bring in top talent in the Texas Country music scene and functioned as a liaison for artist hospitality, staff, production and sound engineers on day of show execution• Increased brand awareness and event revenue through various marketing mediums including printed collateral, website development, social media management, digital advertising, and email marketing

• Trained 100+ newly hired front of house staff on BJ’s Gold Standard Service during seven new restaurant openings• Supplemented management with proper shift execution by monitoring labor costs, ensuring superior guest satisfaction through table touches, and securing guest retention through error resolution • Executed Gold Standard bar top service and developed regular customer relationships while simultaneously and efficiently making drinks for the service well