As the Vice President, Growth Partner, I am dedicated to helping advisors grow their businesses and better serve their clients. My role involves understanding advisors’ goals and creating actionable plans to achieve them. I develop and implement growth programs and business plans, working closely with advisors to support long-term business growth.I guide advisors through key milestones, track their progress, and facilitate community study groups, providing expert resources along the way. With a focus on driving growth and accountability, I am committed to empowering LPL Financial Advisors to build competitive businesses and achieve their aspirations.

Highly effective at creating and maintaining best in class customer relations through my proven ability to communicate, consult and implement strategies to achieve success and support client needs. Key Business Impact/Core Focus • Consult and manage advisor firm relationships to of a 4-state territory generating over $85M in current revenue and $12.5B in AUM to identify opportunities to achieve growth• Develops strategies to implement solutions tied to business objectives; by identifying key stakeholders, analyze data to assess financial impact and hold advisors accountable to the activities for execution. • Influence client satisfaction and retention by building positive relationships, influence continuous improvements through client feedback and promote overall firm goals and initiatives. • Focused on development of internal talent, building their capacity to deliver strategically important programs and business critical results.

Engage with LPL Financial Independent Advisors to provide 1:1 practice management support as your primary contact in navigating and leveraging the resources available within LPL to achieve your unique business goals. By developing a thorough understanding of your goals, and obstacles to success, I will provide individualized solutions to meet your needs including: • Analyzing areas of business opportunity• Developing customized solutions to your identified needs• Coordinating access to LPL resources• Providing information on new LPL initiatives that may benefit youCovering IN<​KY<​WV<​TN<​GA

My role as an Efficiency Consultant at LPL Financial gives me the opportunity to partner with talented individuals who hold leadership roles within our banks and credit unions. They are responsible for managing investment advisors, licensed bankers, trust and/or wealth management employees inside their institutions. I love providing the guidance and support my clients needs to achieve success. Relationship Management - Focused on building positive relationships and helping clients manage through escalations and drive problem resolution. Ambassadorship - Partner with my clients to identify and deliver the right solutions, resources, people and ideas that will help them achieve success. Relationship Strategy - Developing strategies and setting goals in order to maximize the LPL solutions that drive efficiencies and growth.

Facilitates monthly classes both in person and virtual for financial advisors and sales assistants on LPL technology and business processesCreates training materials and job aids for new LPL technologies: Direct Business Tool and Revenue Analytics Conducts small-group training sessions for clients who requires additional training on lpl processes and technology (ad-hoc requests)Leads team meetings/discussions on the updating and redesign of our training materials and content. Authored content in our instructor guides which helped our team successful complete all trainings for Project Beacon Delivers and promotes participation in monthly webinars on the LPL Technology platform (Annuity Order Entry, PM, PRT) and report participationSupports the creation and revision of tools/resources to affect advisors as it relates to procedure or policy changes within the organization; such as quick reference guides, e Learning modules and other documentation.