Owner
CurrentWe took SmartPartners to the next level and created SmartPartners.us. Using the techniques acquired to deliver messaging for the small business through business automation, SmartPartners.us now focuses on helping people plan the life they want, using insurance to create a desired outcome. Managing Director: Create complete go-to-market strategy. Develop, write, and produce business collateral including online content, videos, direct mail strategies and live viewing content. Target annual revenue budget to exceed $3M. Insurance Broker: Liscensed in Arizona and Oklahoma. Preparations for this role began in 2015 as a sales representative for Bankers Life & Casualty. Top branch performer and high regional achievements. Moved from a captive agency to an independent brokers-dealer (SharpePoint) in 2017.