SVP, Director of Private Wealth Management

• Oct 2023 - Present

- Leading a cross functional team of financial planners, wealth advisors, and private wealth management services - Delivering the quality advice that clients need to live their lives, have financial freedom, and chase their life aspirations - Leading a cross functional team of financial planners, wealth advisors, and private wealth management services - Delivering the quality advice that clients need to live their lives, have financial freedom, and chase their life aspirations

Founder and President

• Dec 2020 - Present

* Raised 5 years of funding for non-profit devoted to removing barriers to entry to financial services and expanding financial literacy in the United States * Founded non-profit, set board, organizational standards, and advisory board *drive mission and execution of FinServ Foundation as a board member, founder, and president * Impacted over 100 FinServ fellows and worked with over 27 Colleges and Universities on initiatives * Raised 5 years of funding for non-profit devoted to removing barriers to entry to financial services and expanding financial literacy in the United States * Founded non-profit, set board, organizational standards, and advisory board *drive mission and execution of FinServ Foundation as a board member, founder, and president * Impacted over 100 FinServ fellows and worked with over 27 Colleges and Universities on initiatives

Finance Professor of Practice

• Jan 2019 - Present

Founder and Owner

• Sep 2012 - Present

*Designed custom solutions for Fortune 500 companies around retirement and financial service platform solutions *Lead client acquisition strategies for financial service clients *developed custom training and retirement income solution tools for wealth management clients *Designed custom solutions for Fortune 500 companies around retirement and financial service platform solutions *Lead client acquisition strategies for financial service clients *developed custom training and retirement income solution tools for wealth management clients

Managing Partner of Wealth Solutions

• Jun 2021 - Sep 2023

*Lead growth and development of a Wealth Solutions platform serving over 40,000 households. *Develop an industry leading B-C engagement and advisor matching offering.*Drive strategy and growth for monetization of platform*Drive revenue growth through wealth management products and solutions.Carson Group14600 Branch St.Omaha, NE 68154

Managing Director Carson Coaching

• Jan 2020 - Sep 2023

*Built industry leading Coaching LMS platform leveraged by over 1,200 advisory firms*Lead team of coaches and content development* Revamped current coaching offering designed to help financial advisors growth their businessCarson Coaching is the leading coaching company for financial service professionals looking to grow and improve. We help you run your business so it doesn't run you.

Director of Retirement Research

• Jan 2019 - Sep 2023

* Lead development of content, media strategies, and PR around retirement thought leadership*Developed B2C calculators, tools, and solutions for retirement planning*Increase Advisor growth and retirement planning solutions offered on the Wealth Solutions platform

Director of Retirement Research

• Jul 2018 - Dec 2018

* Developed leading retirement income tools and literacy surveys* Lead advisor training and education platform for retirement income planning* Focus on revenue growth and fundraising*10x revenue around retirement income programsAs the Director of the New York Life Center for Retirement Income, I remain focused on improving retirement income security for Americans by supporting the education of financial professionals and by promoting the value of retirement research. Show less

Co-Director of the New York Life Center for Retirement Income

• Jan 2016 - Dec 2018

As the Co-Director of the New York Life Center for Retirement Income I assist in the management and direction of the Center.The Center helps support education, research, and training programs for the retirement income industry. As the Co-Director I engage in original research, write consumer articles, support the RICP designation program, develop educational content, and speak at a wide range of financial service events on retirement income planning.

Associate Professor of Taxation

• Sep 2012 - Dec 2018

As an Associate Professor of Taxation at the American College I teach courses in the CFP, ChFC, CLU, and RICP curricula, focusing on retirement planning, insurance law, and estate planning. In addition, I write numerous articles for trade publications, law reviews, and other publications. As a Professor to the financial services industry, I am driven by my passion to increase the financial security of Americans.

Associate Director of the New York Life Center for Retirement Income

• Apr 2013 - Dec 2015

As the Associate Director fo the New York Life Center for Retirement Income I research, write, and create new material for the Center, including journal articles, free video content for advisors, academics, and consumers on retirement income planning issuses, and presentations to the financial services industry. As such, my work is designed to support the Center's mission to "improve retirement security for Americans by elevating the knowledge of financial service professionals."

Appellate Division Clerk

• Sep 2011 - Sep 2012

Appellate Division Clerk Appellate Division Clerk

Legal and Business Consultant

• Feb 2011 - Jul 2011

Private Equity Firm Specializing in Chemical and Chemical Related Companies. Private Equity Firm Specializing in Chemical and Chemical Related Companies.

Graduate Assistant

• Aug 2010 - May 2011

-Research -Writing -Teaching -Research -Writing -Teaching