As the Director of Operations at Halo Management and Consultants, I oversee the daily operational functions and long-term strategic initiatives to ensure the firm operates efficiently and effectively.

Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.