Director of Advisory

• Mar 2023 - Present

Regional Director, Financial Planners

• May 2018 - Mar 2023

Financial Planning Research and Education Manager

• Oct 2017 - May 2018

Director- Wealth Management

• May 2015 - Aug 2017

Led and managed a team of Wealth Managers across multiple locations. Ranked in top 25% of markets year over year.● Provided coaching and guidance on sales and planning strategies. Increased advisor production 50%.● Responsible for compliance oversight of local market. Consistent satisfactory compliance assessments both from internal auditors as well as external agencies.● Managed 4 billion in assets for 4,000 households. ● Highest customer satisfaction metrics in the country.● Integral in rollout of Money Guide Pro across the team and its integration with SalesForce.com. ● Successfully transitioned office from a face to face environment to a full digital offering.● Designed strategy to contact 50,000 abandoned households.● Utilized creative problem solving to solve call recording issues faced in remote locations. Resulted in 100% of recording and monitoring of all advisors as desired. Show less

Team Lead/ Senior Wealth Manager

• Feb 2007 - May 2015

● Provided leadership, coaching, and development to junior team members. ● Built book of business to 300 households and over 500 Million in Assets under Management.● Assisted in growing market to 30 Wealth Managers in 4 distinct locations.● Conducted meeting observations and reviews as an additional principal in the office. ● Worked with a third-party consulting firm (Abreon) in redesigning the Wealth Management training pipeline. ● Consistently rated Exceeds Expectations or Far Exceeds Expectations. ● Created user interface and dashboards within SalesForce.com that were used nationwide. Improved advisor efficiency and effectiveness with the implementation of these tools. Show less

Financial Advisor

• Sep 1999 - Feb 2007

● Built and managed a book of approximately 300 clients totaling more than 75 million in assets. ● Successfully built relationships with 10 local branches and managed geographically large territory from Williamsburg, VA to Hampton, VA. ● Constructed and maintained portfolios and focused on retirement planning. ● Worked in a team environment with multiple banking and insurance partners. ● Built and managed a book of approximately 300 clients totaling more than 75 million in assets. ● Successfully built relationships with 10 local branches and managed geographically large territory from Williamsburg, VA to Hampton, VA. ● Constructed and maintained portfolios and focused on retirement planning. ● Worked in a team environment with multiple banking and insurance partners.

Economics Student

• Sep 1995 - May 1999

Completed undergraduate studies with a major in Economics. Completed undergraduate studies with a major in Economics.