At Trained Advisor, we scale your life insurance / financial business using digital marketing systems that get business owners, high income earning professionals, and high net worth prospects to book themselves directly on your calendarBut enough about the company, here's how I got to where I am today...Starting at a young age, I developed a deep passion for the life insurance, financial and marketing industries, which is what led me to founding Trained Advisor, and structuring it to become the premier digital marketing resource for life insurance and financial professionals that you see todayBut my path to Trained Advisor wasn’t the typical route you would expect for someone in the digital marketing space, and was full of twists and turnsI didn’t recognize it at the time, but those twists and turns are what allowed me to intimately understand exactly what YOU need as a life insurance or financial professionalGrowing up my dad was a tax planning attorney, estate planning attorney, financial planner, and when I was in high school he was the Advanced Planning Consultant for the Western region of a major life insurance carrier.I was extremely fortunate that he took me under his wing, and from a young age included me in his business.What started out as janitorial work and filing papers eventually turned into creating marketing materials, presentations and more that he would use with both advisors and clients that he was working with.Thanks to this in house expert that was beyond patient with me, I was able to ask the "dumb" questions as they came up, build a solid foundation, and eventually become fluent in planning concepts such as life insurance, business planning, estate / legacy planning, and much more.When I finally got out of college, I was offered a regional case design role with Penn Mutual, and was able to continue learning from some of the industry’s brightest minds.Taking what I learned there, I began working for a marketing company where I was put in charge of national direct response marketing campaigns for organizations such as RE/MAX, The Home Depot, PF Chang's, Kaplan, and more…Which is where my true love of marketing developed.After returning to the independent space working as a case designer, producer and marketer, I decided to make the jump to entrepreneurship and combined my passion of marketing, insurance/financial planning and working with advisors to form Trained Advisor, where I have been fortunate to have helped producers close millions of dollars in revenue.When you're ready, don't hesitate to reach out!