Educating clients and prospective clients on how to mitigate the risk of some of their largest assets (home, auto, businesses, their life).

Motivational SpeakerFinancial Literacy consulting Investment Alert Subscription serviceElectrical, natural gas, and alternative energy cost savings (Corporate) Brokering Commodities

Creating offensive and defensive game plans for individuals, corporations, executives, and professional athletes. Delivering the the most thought provoking products and strategies to help achieve client's most challenging goals. This is accomplished by understanding client's goals & objectives which enables me to help clients implement the following strategies:Risk ManagementRetirement PlanningEducational PlanningEstate PlanningBusinessInvestment ManagementLiquidityIntegrated Planningand more . . .© 2015 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Outstanding account management focusing on unique client expectations and needs, and provision of expeditious service and issue resolution. Identify high-value enrollment opportunities, educate employers and brokers on company’s online technology, strengthen business relationships with brokers and customers, and renew groups at appropriate product-benefit mixes and rates.• Ranked No. 1 Account Executive for client retention of 98%.• Earned Best Retention Award

Provider of securities, retirement plans, life and health insurance products. Realized breakthrough business development through optimization of Sales Representatives while recruiting and supervising independent financial advisors, stock brokers, and insurance professionals. Oversaw implementation of group health and retirement plans, and provided account management. Oversaw and conducted compliance audits.

Covering opposing teams wide receivers, tight ends, and running backs.