Experience

Cool Springs Financial

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Mar 2020 - Present

  Cool Springs Financial is a financial solution organization dedicated to providing security for you, your family and your business by creating financial strategies with unparalleled benefits. Our group has been the architect of multiple premium finance platforms that have executed more than $8 billion in transactions, all without any clients writing a premium check. Cool Springs Financial is a financial solution organization dedicated to providing security for you, your family and your business by creating financial strategies with unparalleled benefits. Our group has been the architect of multiple premium finance platforms that have executed more than $8 billion in transactions, all without any clients writing a premium check.



Lombard International Group

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Custom Broker

  • May 2018 - Present

  I represent 2 very distinct and sophisticated solutions in the Insurance Industry both of which are provided by Lombard. For my High Networth clients who want to reduce taxable passive income from their portfolio, I bring the Private Placement Life Insurance programs. For U.S. Tax-Exempt Institutional Investors (Institutions) such as Pension Funds, Foundations and Endowments are subject to U.S. tax on Unrelated Business Taxable Income (UBTI) on certain directly held assets, including investment funds and alternative investments. By purchasing a properly structured Group Variable Annuity (GVA) from Lombard International, which invests in these types of assets through an Insurance Company Separate Account . As a result, the Institution can reduce taxes otherwise imposed on direct asset holdings and simplify the administrative complexity of the transaction and, as the SA holder, remains solely responsible for all tax related federal K-1 and state filings associated with the assets.

• Institutional Sales

  • Jun 2016 - Present



Pacific Life

• United States
• Financial Services
• 700 & Above Employee

• Agent

  • 2013 - Present



Lion Street

• United States
• Financial Services
• 1 - 100 Employee

• Owner

  • 2013 - Mar 2020



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative - Executive Benefit Specialist

  • Jun 2007 - Apr 2013

  I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let me know how I might be able to help you realize your vision for the future. I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let me know how I might be able to help you realize your vision for the future.



The Herman Draack Co.

• Managing Partner

  • 1998 - 2006

  Herman Draack is an innovative, mid-tier management-consulting firm that ensures clients receive superior value in this changing economy. The firm was established in 1990 with a focus on project staffing and has grown into a premier consulting firm adding executive recruitment, project recruitment and human resources strategy implementation. Our greatest success has been our ability to partner with high growth organizations. Herman Draack is an innovative, mid-tier management-consulting firm that ensures clients receive superior value in this changing economy. The firm was established in 1990 with a focus on project staffing and has grown into a premier consulting firm adding executive recruitment, project recruitment and human resources strategy implementation. Our greatest success has been our ability to partner with high growth organizations.



Voice-Tel of California

• President

  • 1990 - 1998

  National voice messaging service provider that became largest voice mail and voice messaging service provider in the country. First company to link voice mail users together to provide seamless voice messaging system between the US, Canada and Australia. Opened, staffed and operated four offices, each with sales, customer service and billing. Customers included individual consumers, small and large corporate accounts as well as national accounts.  Cultivated customer base from zero to 20,000.  Grew revenue base from zero to $3,500,000.  Opened operations in Australia by franchisor in 1994.



Electronic Form Systems, Inc.

• Dallas & San Francisco

• Account Representative

  • 1982 - 1998

  This was a once in a life-time opportunity! Computer Language Research – CLR – invented software to print tax returns for their Fast-Tax company. This software allowed Fast-Tax to stop printing blank forms, and then feeding them through “tractor feed line printers”. Remember those! I was hired by the President of CLR to attempt to sell this “in-house” code to other corporations who were using Xerox 9700 laser printers. Over the course of 9 years – we built that idea into a $14m/yr company. We revolutionized the way all Insurance Companies and Banks by eliminating all pre-printed forms, and manual document assembly. What a great way to start my career.