As the President of Insurance and CMO of Guardian Financial Group, I lead the strategic vision and operations of the company, focusing on providing comprehensive insurance solutions and fostering effective communication strategies to empower our clients and partners. With over 15 of experience in the financial services and insurance industry, my leadership is centered on building strong relationships, delivering innovative solutions, and driving sustainable growth.At Guardian Financial… Show more As the President of Insurance and CMO of Guardian Financial Group, I lead the strategic vision and operations of the company, focusing on providing comprehensive insurance solutions and fostering effective communication strategies to empower our clients and partners. With over 15 of experience in the financial services and insurance industry, my leadership is centered on building strong relationships, delivering innovative solutions, and driving sustainable growth.At Guardian Financial Group's Insurance Division, we specialize in delivering personalized insurance strategies, from life and health coverage to Commercial Insurance solutions. We prioritize transparency, integrity, and excellence in every aspect of our business to ensure that our clients have the financial security they deserve.My expertise extends to overseeing a dynamic team, refining operational processes, and leveraging cutting-edge communication tools to maintain a high level of engagement and customer satisfaction. I am passionate about building a culture of trust and collaboration that reflects the core values of our organization. Show less

As the Business Unit Manager at Joe Peterson Insurance, I have the privilege of working with local business owners and assisting them in protecting their financial interest in their businesses. As a team my unit analyzes the business risks and provides a thorough plan to protect our clients liability, property and future earnings. We have developed additional resources to assist our clients with HR and compliance related material and procedures as an additional value beyond the insurance… Show more As the Business Unit Manager at Joe Peterson Insurance, I have the privilege of working with local business owners and assisting them in protecting their financial interest in their businesses. As a team my unit analyzes the business risks and provides a thorough plan to protect our clients liability, property and future earnings. We have developed additional resources to assist our clients with HR and compliance related material and procedures as an additional value beyond the insurance product. Show less

Account Executive: oversaw the merger of two insurance agencies commercial departments. Working with home office to service existing accounts by establishing client relationships and maintaining a regimented cycle of coverage analysis and follow up. Implemented a standard in-take and processing system, which allowed for greater accuracy and turn around time on policy endorsements and new account on boarding. Instrumental in establishing the brand in the local area and growing the book of… Show more Account Executive: oversaw the merger of two insurance agencies commercial departments. Working with home office to service existing accounts by establishing client relationships and maintaining a regimented cycle of coverage analysis and follow up. Implemented a standard in-take and processing system, which allowed for greater accuracy and turn around time on policy endorsements and new account on boarding. Instrumental in establishing the brand in the local area and growing the book of business through cross-selling, up-selling, and seeking out new accounts. Show less

Agency Principle: Established a multi-line insurance agency, offering auto, home, life, and commercial insurance products. As principle and founder of the organization I had the privilege of implementing agency best practices and key performance indicators, which lead the organization to receive several distinctions in the district territory. The core focus of the agency was to educate the client and guide them through the buying process.

CONTRACT & OPERATIONS MANAGER, 2004 –2009SMEDELY FREIGHT/DHL – Richland, WAOversaw truck transportation services, develop new business opportunities through multi-faceted evaluation of client needs, traffic patterns, communication channels, and risk mitigation. Coordinate operations in areas of inbound shipment receipt and control, focused on productivity, quality, safety, security, and cost savings. Execute management of outbound shipment preparation and dispatch, demonstrating… Show more CONTRACT & OPERATIONS MANAGER, 2004 –2009SMEDELY FREIGHT/DHL – Richland, WAOversaw truck transportation services, develop new business opportunities through multi-faceted evaluation of client needs, traffic patterns, communication channels, and risk mitigation. Coordinate operations in areas of inbound shipment receipt and control, focused on productivity, quality, safety, security, and cost savings. Execute management of outbound shipment preparation and dispatch, demonstrating superior ability to direct wide range of logistics functions to meet operational targets. Manage precision inventory control system and monitor productivity of all activities and personnel in compliance with established QA standards. Manage emergency response protocols. Implement HR policies for discipline, discharge, motivation and performance. • Led training sessions for 20 couriers to ensure across the board uniformity of company expectations and delivery of set standards. • Transformed underperforming franchises in Spokane and Wenatchee, WA into re-energized units with productive staff at both driver and management levels.• Responsible for analyzing operations and making often difficult decisions on cutbacks and job losses. Show less