I am a Certified Mortgage Advisor that takes pride in helping my clients manage their debts including the purchase of their home! Similar to a financial planner I take the time to identify long term and short term goals for my clients, as it relates to their debts, so we have comprehensive go forward strategy for the immediate future and beyond. Additional, as a broker, I have access to over 90 different lenders which allows me to shop the rate for my clients to ensure they're receiving the… Show more I am a Certified Mortgage Advisor that takes pride in helping my clients manage their debts including the purchase of their home! Similar to a financial planner I take the time to identify long term and short term goals for my clients, as it relates to their debts, so we have comprehensive go forward strategy for the immediate future and beyond. Additional, as a broker, I have access to over 90 different lenders which allows me to shop the rate for my clients to ensure they're receiving the best possible products and rates available in the market place. My products include, but are not limited to, conventional, FHA, USDA, VA, Construction loans, DSCR loans and anything else you can think of! I'm always excited about discussing strategy and leverage so don't ever hesitate to reach out! Show less

• Generated 1.5M in premium for 2016 with $545 average premium per policy.• Consistent 11% year over year growth since 2013.• Currently ranked 2nd out of 17 sales representative’s companywide. • Established JV partnerships working directly with owners/executive level decisions makers. • Performed weekly presentations to groups ranging in size from 20-60 individuals.• Resolved escalated claims issues maintaining client relationships and company credibility.• Developed… Show more • Generated 1.5M in premium for 2016 with $545 average premium per policy.• Consistent 11% year over year growth since 2013.• Currently ranked 2nd out of 17 sales representative’s companywide. • Established JV partnerships working directly with owners/executive level decisions makers. • Performed weekly presentations to groups ranging in size from 20-60 individuals.• Resolved escalated claims issues maintaining client relationships and company credibility.• Developed annual marketing plans and strategies to maintain YOY sales growth. Show less

• Managed the drug spend for Key and mid market accounts exceeding $200M in drug spend.• Suggested and managed plan design changes to increase client savings and ensure satisfaction.• Resolved complex member issues and offered detailed solutions to prevent future issues.• Offered coaching opportunities to internal customer care team to ensure member satisfaction.• Led internal discussions across internal departments to ensure client intent was satisfied.• Attended Benefit… Show more • Managed the drug spend for Key and mid market accounts exceeding $200M in drug spend.• Suggested and managed plan design changes to increase client savings and ensure satisfaction.• Resolved complex member issues and offered detailed solutions to prevent future issues.• Offered coaching opportunities to internal customer care team to ensure member satisfaction.• Led internal discussions across internal departments to ensure client intent was satisfied.• Attended Benefit Fairs and presented plan design and functionality to members. Show less