Creative Marketing Solutions, Inc. is a consulting business that provides direction and planning services for the public and private sector. Specialties include strategic growth and expansion planning, business plan and marketing plan design, hypermedia, budgeting, business partnerships, project consulting, distribution, sales training, and continuation and exit strategy planning.Clients and projects included:Dignity Planning-SCI, an international company with 22,000 employees. Successful initiative involved building relationships with insurance carriers, marketing organizations and the independent agent distributions utilizing the Dignity Planning "End of Life" planner.Sarano Kelly International is a speaking and coaching business. We were hired to lead and build a new management team, and offer a new strategic coaching direction. In just two years, sales were increased 10 fold, debt was reduced by more than 50%, and company expenses were cut. Successfully re-branded the image and marketing through an innovative hypermedia strategy. Physicians Mutual, a private insurance company. Provided the direction to the sales and marketing strategy business plan to expand the company’s annuity footprint. The four-month project and plan created new product, distribution, and sales process to capture market share in the brokerage marketplace.

NorthStar Financial Services Group, LLC is a holding company for several subsidiaries, which have operations covering the breadth and scope of financial industry services. We work with 1,800 registered investment advisor firms located throughout the United States to provide asset management services for 40,000 investors. Our subsidiaries offer back-office solutions via a comprehensive portfolio accounting system, fund administration services, custodial services, compliance and governance services, and even EDGAR filing and printing services. Innovation, expertise and integrity are paramount to the services we provide our clients. I can serve as your contact point for any inquiry on any NorthStar Company. Subsidiaries, core focus and their total assets under management (AUM) are listed below:• CLS Investments, LLC – SEC Registered Investment Advisor and 3rd party money manager, $3 billion AUM• Orion Advisor Services, LLC – web-based back office portfolio accounting system, $100 billion AUM• Gemini Fund Services, LLC – fund administrative services for pooled investments solutions, including mutual funds, hedge funds, variable annuities and alternative investments, $10 billion AUM• Northern Lights Distributors, LLC – provides security registrations and compliance services in addition to serving as a mutual fund distributor.• Gemcom, LLC – EDGAR filing and printing services• Northern Lights Compliance Services, LLC – independent chief compliance officers• Constellation Trust Company – an affiliated company offering custodial services for registered investment advisors, financial institutions and their clients.

Advisor Studios is the video production, web development and creative services division of NorthStar Financial Services Group, LLC. As a holding company, NorthStar provides leadership, management and operational services throughout the financial industry. Advisor Studios has a proven track record in empowering investment advisors through video communications. Services include the production, packaging and delivery of video messages that inform and engage both clients and prospects. The Studio is specifically adept at helping advisors learn to use the digital medium to showcase their investment expertise.

Develop vision, strategic plans and direct all subordinate activities for start-up variable program. Responsible for short- and long-term planning, sales goals, budgeting, interviewing, performance appraisals, and employee development. Responsible for strategically aligning multiple supporting departments and resources to support new variable initiative. Worked directly with Product Management to develop two new variable annuity products, and enhance others to better align with leading edge industry products and market expectations.

Plan and direct all subordinate activities for Bank Sales, including the development and implementation of a new brokerage sales desk. Responsible for short- and long-term planning, sales goals, budgeting, interviewing, performance appraisals, and employee development. Fixed annuity sales more than doubled in two years due to new direct initiative, aggressive wholesaling in banks, and BGA channels by directing the sales, administration and marketing of fixed annuity products on either a direct basis or through our marketing partners. Identified and developed new innovative annuity products sold in multiple distributions.