Soon after graduating from Davidson College, I joined the team at Financial Independence Group as a life insurance consultant tasked with helping independent advisors meet their goals. In the past four years I’ve watched hundreds of advisors achieve success that many though impossible. During that time I have learned that hard work is not a replacement for a good plan. Success almost always requires diligence, humility and strategy. I partner with advisors to provide solutions to help grow their business. Much of my time is spent with those advisors creating individualized plans for their clients, and finding ways to get in front of more clients.
Listed skills include Microsoft Office, Public Speaking, Social Media, Microsoft Word, and 3 others.