Experience

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  Premier financial group

  Jan 2005 - now

  Registered representative | retirement specialist | financial advisor

  I am committed to helping my clients take control of their financial future by developing personal and business strategies to help them achieve their financial & retirement goals.- FINRA Security Registrations include Series 6, 63, 26, 7, and 66- Insurance licenses include Life, Disability, Annuity, Auto, Home and Business- LUTCF designation- Comprehensive Business Owner Strategies- In the Financial Services Industry since 2005- Small Business Owner for over 22 years

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  Prudential financial

  Jan 2005 - Jun 2010

  Manager, financial services
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  Principal financial group

  Jan 2011 - Aug 2013

  Development director / sr. financial services representative

  Development of new Financial Representatives as well as helping experienced Financial Advisors transition into the Principal Financial Group system. Putting together a strategy to help my clients meet their financial objectives

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  Western & southern financial group

  Aug 2013 - Nov 2014

  Agency manager and registered principal

  * Responsible for the acquisition and development of new talent in the state of Arizona* Develop, coach and motivate my team of staff managers and sales professionals.* Also responsible for district training, employee and client retention, production, and brand development in our community.* Contribute to the attainment of company goals.* As the limited principal I also supervise and manage sales activities for investments and variable life/annuities.

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  Mutual of omaha investor services

  Jun 2017 - Mar 2019

  Sales director

  Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Arizona, Georgia, Massachusetts, Montana, New Mexico, Pennsylvania, and Virginia. ‎2. ‎ Disclosure: http://www.mutualofomaha.com/disclosure/ ‎ ‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Show less

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  Thrivent

  Jun 2023 - May 2024

  Market director