After graduating from Appalachian State University with a bachelor’s degree in Marketing and Computer Information Systems, I joined the family at Financial Independence Group in Cornelius, North Carolina. I started as the Head Recruiter for the Securities Division of Financial Independence Group. After some successful years, I moved into the Annuity Division at Financial Independence Group as one of their Sales Consultants. Since that move, I have built a strong book of advisors, and help them on a daily basis with everything from complicated case design and product selection to overall business planning and augmentation. It is my responsibility to make sure the advisors I partner with:-- Have a team member that will be accountable and hold them accountable to do the right thing for their clients all the time-- Are properly coached and prepared so they can be the best advisor in their area-- Have access to a 100 person support team to help them be more effective and efficient in their practices-- Enjoy what they do in helping families secure their wealth, retirement, and legacy plans Most people search a lifetime to find something they love to do. I feel very fortunate to have found something that I have such a passion for and love to do. If you asked most people what they love about their job they would have a tough time answering. I don't have this problem because to me its not a job its a way of life!If you are an independent financial advisor seeking a true partner and professional consultant then connect with me today so we can help you maximize YOUR 4 P's:1: Productivity - how to do more in less time2: Payoff - the level of success you want to achieve3: Pleasure - enjoy more free time and time away from work with your family and loved ones4: Prestige - what impact you will have in this industry and this worldInvestment advisory services provided through Bison Advisors, an SEC registered investment advisor. Bison advisory representatives may also be insurance agents with licensed insurance agencies and receive compensation for insurance products sold. Securities and Insurance products may lose value and are not insured by the FDIC. Ham Asset Management and Bison analyze but do not provide legal or tax advice.
Listed skills include Fixed Annuities, Retirement, Insurance, Financial Advisory, and 13 others.