As a Managing Partner for Pinpoint Wealth Partners and an affiliate partner of Crescent Wealth Management, I have built my career around establishing trusted relationships with the clients and advisors I serve. I actively work with both new and existing clients to identify proactive planning opportunities and create successful outcomes around their wealth. I often partner with other advisors in the firm to expand what’s possible and network to learn from and partner with other experts in the field. I bring a unique and natural gift of creating lasting relationships, solving problems and helping others achieve successful outcomes. I grew up witnessing a multi-generational family business first-hand and understand the power and impact of successful planning. I have made it my mission to learn, understand and specialize in business planning, estate planning, wealth transfer and preservation strategies, both for current and future generations. As an alumnus of University of Georgia, I immediately began my career in sales for a major agronomics solutions distributor. I spent several years in this role before moving to a large pharmaceuticals company where I climbed the ranks to Vice President of Sales, spending five years with this company. I tested the independent side of pharmaceutical sales for three years following this role, where I was contracted by multiple companies to consult. With a fresh perspective and an honest interest in making an impact on the financial services industry, I began working with Michael G. Penney Insurance in 2018. In an effort to connect with and learn from like-minded industry individuals, I have become an active member of the Central Florida Estate Planning Council. In 2020, the firm has formally evolved into a new company with multiple advisors called Pinpoint Wealth Partners. This new entity has provided an opportunity to implement a succession plan structured to enable the firm to serve clients for generations to come.

Our firm, Pinpoint Wealth Advisors, is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by “fiercely independent financial advisors.” Based in Austin, Texas, Lion Street is comprised of an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients.Founded in 2010 by industry veteran Bob Carter, Lion Street was built to serve the sophisticated financial needs of wealthy individuals and corporate clients. Lion Street is managed by a team of respected industry veterans. As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.Specialties: Charitable Planning ✓ Buy-Sell ✓ Key-Man Funding ✓ Defined Benefit Plans ✓ After-Tax Deferral Plans ✓ Executive Bonus 162 Plans ✓ High-Limit Disability ✓ Captive Insurance Plans ✓ Bank-owned Life Insurance (BOLI) ✓ Employee Stock Ownership Plans (ESOPs) ✓ Wealth Transfer Planning

In 2018, I began working with Michael G. Penney Insurance in a business development role to network relationships and partner with experienced industry professionals and provide sophisticated life insurance solutions. In 2020, the firm has formally evolved into a new company with multiple advisors called Pinpoint Wealth Partners. This new entity has provided an opportunity to implement a succession plan structured to enable the firm to serve clients for generations to come.Specialties: ✓ Life Insurance ✓ Estate Planning ✓ Business Planning ✓ Estate Equalization ✓ Executive Compensation ✓ Buy-Sell ✓ Key Man Insurance ✓ Premium Finance ✓ Wealth Accumulation ✓ Life Settlements ✓ 1035 Exchanges ✓ Disability Insurance

In 2016, after spending years in various sales roles and managing large sales teams through significant product launches, I decided to branch out and start my own consulting firm, WD Ventures, LLC. This allowed me an opportunity to plug in and support business owners and key executives throughout product launches, providing years of first-hand knowledge from years of experience, while bringing innovative and market-disrupting ideas. WD Ventures is a consulting firm that partners with public and privately held companies and their key decision-makers to build world-class sales teams, enhance business development, and coordinate seamless product launches. The firm brings first-hand expertise from various industries to provide short term consulting for specific projects, strategic business planning, and sales team creation and training. WD Ventures, LLC acts as an objective partner during the development and initial launch and works closely with clients on an on-going basis to measure KPIs and overall plan progress, and then make adjustments to provide optimal outcomes for our clients and those they serve.Specialties:✓ Business Development ✓ Sales ✓ Strategic Planning ✓ Project Budgeting and Forecasting ✓ Monitored Plan Progress ✓ KPIs ✓ Business Plan Development ✓ Product Launches ✓ Sales Coaching ✓ Teambuilding

As a Managing Partner for Pinpoint Wealth Partners, I have built my professional career around establishing trusted relationships with the clients and advisors I serve. I actively work with both new and existing clients to identify proactive planning opportunities and create successful outcomes around their wealth. I often partner with other advisors in the firm to expand what’s possible and network to learn from and partner with other experts in the field of life insurance, estate planning and business planning.Pinpoint Wealth Partners is a boutique life insurance advisory firm, serving clients throughout all walks of life. The firm is built from the intersection of knowledge from our seasoned advisors over the past four decades, combined with youthful insights from advisors of the next generation. This allows the team to provide a dynamic understanding of how to best serve clients, both for today and for generations to come.Specialties:✓ Life Insurance ✓ Estate Planning ✓ Business Planning ✓ Estate Equalization ✓ Executive Compensation ✓ Buy-Sell ✓ Key Man Insurance ✓ Premium Finance ✓ Wealth Accumulation ✓ Life Settlements ✓ 1035 Exchanges ✓ Disability Insurance Securities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services are offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional can transact business in your state.

As Vice President of Sales, I managed a sales team of up to 45 representatives, where we sold over 1 Billion units per year. I oversaw budgeting, forecasting, and reviewed contracts on behalf of the company. I also worked closely with customers to update contracts for bids, negotiate pricing and to make sure they remained satisfied throughout the relationship.Founded in 1937, Nephron Pharmaceuticals Corporation is a mid-sized company that manufactures generic respiratory medications. NPC sells to many classes of trade, including, but not limited to, hospitals, pharmacies, long term care facilities, home care companies and mail-order pharmacies. These medications are used in the treatment of asthma and COPD.Specialties:✓ Sales ✓ Management ✓ Relationship Building ✓ Budgeting ✓ Forecasting ✓ Contract Negotiation ✓ Teambuilding

After spending a year and a half as a Sales and Product manager, I was promoted to Regional Sales Manager. In this role, I managed a sales team of 16 people for the firm's products for their entire portfolio offering. I would oversee all forecasting and budgeting and I reported directly to key stakeholders and owners, where I would also receive strategic direction and feedback. I enjoyed being an active part of strategic planning and promoting leadership throughout the sales team we built.

With a desire to gain new industry experience, I joined Nephron Pharmaceuticals in April 2011. In my role as a Sales and Product Manager, I was active in the field forging new relationships with large retail pharmacies. I partnered with my clients to promote new product offerings and I would show them how to forecast properly for inventory. I would also negotiate pricing and assist with marketing strategies for the product, while communicating closely with various departments of my company. One of the product launches I was a part of hit north of $20M in sales, which surpassed our company's forecast.

My career began as a Sales Representative for Harrells, LLC. This entrepreneurial environment allowed me to create a daily structure for myself in business while building trusted relationships with business owner clients, providing product demos, and remaining an active liaison between product offerings from my company and the clients we served. During my time here, I was able to bring the territory I covered from $800k to $1.8M in sales revenue generated. Harrell’s is a leading producer of quality custom-blended fertilizers and distributor of plant protectants and biocontrols for golf course, turf & landscape, specialty ag, sports turf and horticulture industries. In addition to being one of the nation’s largest distributors of branded plant protectants, Harrell’s produces top-quality, custom-blended fertilizers, specialty liquids, and wetting agents to aid in growing healthy plants. Harrell's provides products that are shipped all around the eastern United States, across the Caribbean, Central and South America, the Middle East and along the Pacific Rim.Specialties:✓ Business Development ✓ Sales ✓ Relationship Building ✓ Product Training ✓ Product Demos ✓ Client Relations