As the Senior Vice President of Business Development for RMW Financial Group, I oversee the growth of our organization through acquisitions and growth of our partner firms. With over 30 years experience in the financial industry, I am dedicated to building organizations that demonstrate our collective passion for financial planning, our clients and the community. Our strong foundation helps both our clients and advisors achieve their goals. If you are a seasoned professional Financial… Show more As the Senior Vice President of Business Development for RMW Financial Group, I oversee the growth of our organization through acquisitions and growth of our partner firms. With over 30 years experience in the financial industry, I am dedicated to building organizations that demonstrate our collective passion for financial planning, our clients and the community. Our strong foundation helps both our clients and advisors achieve their goals. If you are a seasoned professional Financial Advisor looking to explore the benefits of a collective infrastructure for your business, along with a fun and collaborative culture, please give me a call or visit our website.Securities and Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. RMW Financial Group, LLC is a separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

As the Branch Manager of the Colorado Springs, Colorado office's of Waddell & Reed, I work closely with the Complex Manager to develop a team of financial advisors. As a delegate of the Complex Manager, some of my day-to-day activities include:Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.Coaching financial advisors as they seek to build efficient, unique and growing practices.Removing roadblocks that impede financial advisor… Show more As the Branch Manager of the Colorado Springs, Colorado office's of Waddell & Reed, I work closely with the Complex Manager to develop a team of financial advisors. As a delegate of the Complex Manager, some of my day-to-day activities include:Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.Coaching financial advisors as they seek to build efficient, unique and growing practices.Removing roadblocks that impede financial advisor success.Executing frontline supervision, identifying and addressing supervisory issues as needed.Guiding financial advisors in developing succession strategies as they plan for their own retirement.Encouraging financial advisors to maintain a balanced approach to business and personal goals. Show less

As the Managing Principal of the Wichita, Hutchinson and surrounding area of Waddell & Reed, I work to develop a team of financial advisors and office staff. Some of my day-to-day activities include:• Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms.• Coaching financial advisors as they seek to build efficient, unique and growing practices.• Removing roadblocks that impede field leader and financial advisor… Show more As the Managing Principal of the Wichita, Hutchinson and surrounding area of Waddell & Reed, I work to develop a team of financial advisors and office staff. Some of my day-to-day activities include:• Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms.• Coaching financial advisors as they seek to build efficient, unique and growing practices.• Removing roadblocks that impede field leader and financial advisor success.• Executing frontline supervision, identifying and addressing supervisory issues as needed.• Guiding financial advisors in developing succession strategies as they plan for their own retirement.• Encouraging financial advisors to maintain a balanced approach to business and personal goals. Show less