I have a passion for working with CPA's, RIA's, attorneys and other financial services to help them better understand and identify the needs of their clients and introduce them to best in class resources to meet those needs and support the growth of their firm.Many advisors have honed in on their core competencies, but know there are many other strategies that could benefit their clients. This is where I step in. With my background and connections, I have developed a deep pool of resource partners in specific tax-advantaged tools, like real estate transactions, tax studies, insurance, and client-facing assessments. By working closely with the advisor, we can make the best match for their clients situation.

414 Capital is a global finance house offering a broad range of services, including Valuation and Strategic Financial Consulting.We are industry agnostic, and service everything from emerging businesses to internationally established investment managers and institutional investors. The firm is sought after for its capability to address complex valuations and has been recognized as an expert in Harvard Business School’s Case Study Collections. Valuation Services:~ Portfolio~ Event Driven - Corporate Strategy - Conflict Resolution - Transactions - Compliance~ Fairness & Solvency Opinions

Our team of experienced professionals and licensed engineers help businesses reduce their tax liability and increase revenue through personalized tax strategies and advisory services. We are dedicated to providing top-quality advice and support to ensure that your business stays compliant and financially successful.We work hand in hand with CPAs to expand their client offerings and grow their business, through added advisory services, outsourced marketing and client management services. Areas of expertise include ~ - Cost Segregation - 1031 Turnkey Solutions - Opportunity Zones - R&D Studies - Energy Incentives - 179D and 45L - ERTC - WOTC - Premium Financed Life Insurance - Captive Insurance Strategies - Private Jet Ownership

My goal here at CBIZ is simple. - Protecting our clients assets. This can be achieved through a number of avenues, including: - Risk Mitigation- Property Insurable Values- Fair Market Values- Fixed Asset ValidationWe are industry agnostic, but have deep knowledge bases in public sector, risk pools, manufacturing, healthcare, energy and hospitality.Complimentary services from CBIZ ~ Cost Recovery Services, Tax Studies/Compliance, Audit, ERM, Internal Controls and Cybersecurity.

CBIZ is a national firm providing extensive support in the Financial Services industry. Clients have access to the following resources:• Accounting & Tax• Valuation• Consulting• Executive Search• Government Health Care Consulting • Financial Advisory• Litigation Support• Risk & Advisory Services• Real Estate Advisory Services

At Opus Strategy Group, we are working closely with our clients to actively grow their business, both through Executive Level Relationship Marketing and targeted sales and marketing activities. I will meet with prospective clients and tailor a package to their unique company and needs. Whether you are a start up or a well established firm, I can help you bridge the gap between you and your business goals.

Using assessments to evaluate candidates in your hiring & development process can increase your chances of predicting on the job performance by nearly 8x. In fact, over 70% of top-performing companies attribute hitting their business objectives to the use of assessments.Opus Strategy Group leverages the power of scientifically validated behavioral and cognitive assessments from the Predictive Index to help business create and optimize the most productive and engaged teams. Additionally, we use a Selling Skills Assessment Tool to give you an objective look at your people's strengths, their skills and specific areas that need improvement. This allows us to provide a focused sales training for maximum impact and maximum revenue growth.

As a Benefits Consultant, I work closely with clients of all sizes and based on their long-term goals and strategies, create a customized employee benefits program to attract and retain a talented workforce. In addition to traditional benefits offerings, I specialize in creating unique Employee Programs to set large groups apart from their competition. By partnering with a Best in Class technology partner, we are able to bring a wide array of lifestyle benefits to employees, while streamlining administrative burdens of HR and Benefits departments. The result is a highly customizable tool that adds to your corporate culture.Since 1910, Moreton & Company has been a leading full-service insurance brokerage firm and consultant in the Western United States. Over the past 100 years, we have developed expertise in the following areas:- Employee Benefits - Surety - Property & Casualty- Financial Services - Risk Management - Private ClientMoreton & Company serves a diverse group of long-term clients in multiple industries, ranging from small businesses to publicly traded corporations,and government organizations of all sizes. Many of our client relationships have stretched across generations. One of the keys to Moreton & Company's success over the years has been our outstanding customer service. Our insurance professionals average 15 years of experience in the insurance industry and are focused on understanding our clients' needs and delivering service that exceeds their expectations.As one of the Top 100 insurance brokers in the country, we are dedicated to providing superior service and innovative solutions for our clients. In fact, Moreont & Company has been the recipient of the "Best Practices Agency Award" from the Independent Insurance Agents and Brokers Association. Ranked by our peers, we consistently deliver the first class service, innovation, and value they aspire to.

Humana is a health and wellness company, shifting the focus from disease treatment and management to prevention and vitality. In my role, I help companies provide their employees with the opportunity to insure themselves against financial hardship in the event of an injury or illness. In turn, companies are able to build a richer benefits package to help in recruting and retaining top talent.Currently my time is divided between our Utah and Colorado offices, although I am happy to assist in any of the Mountain States.

Running a business requires focus. And, while maintaining your workforce is critical, sometimes the details of human resources administration can be a time-consuming distraction. ADP Resource offers a complete, flexible and integrated human resources management solution with everything from payroll and tax filing, employee assistance and training programs and HR administration. We even offer optional 401K, FSA and pay-as-you-go Workers' Comp programs as well. These services are delivered via a single, integrated platform that eliminates the need to manage multiple vendors, while providing Fortune 500 Human Resources management solutions..ADP Resource's team of experts are dedicated to integrating and simplifying your Human Resource needs with a bundle of HR solutions, scaled to fit the changing needs of your business. ADP Resource allows you to -- Focus on revenue generating activities by streamling administrative tasks.- Reduce employer related liability by utilizing a dedicated HR professional.- Achieve your company goals by recruiting and retaining top talent.

Responsible for the hiring and training of a district sales team in Peoria Arizona.

Responsible for working closely with new career associates, training and in the field. Also responsible for personal sales and account servicing.

- Specializing in supplemental benefits for individuals and groups- Product offerings include - Accident, Sickness, Hospital, ICU, Cancer and Short term disability policies - to name a few. Plus pre-planning for pregnancy- Unlike traditional health insurances, Aflac pays cash to you directly, regardless of your major medical insurance situation.

Prospecting and sales of practice management and electronic health records software.

Prospected for inside and outside sales teams in Fortune 500 companies, for opportunities involving CRM software.

Worked with doctors from all over the world, at various levels of their career in almost all specialties, to find locum tenens positions overseas, mainly in Australia and New Zealand.