Experience

Balanced Strategies, LLC

• United States
• Insurance
• 1 - 100 Employee

• Design & Market Intelligence Consultant

  • Mar 2021 - Present

  Balanced Strategies approach is planning-driven and collaborative. Advisors to HNW and UHNW clients benefit from our involvement at the onset and discovery phase as they bring planning insights from business succession and estate planning strategies successfully implemented by $50M to $1B+ families and corporations. Premium finance, insurance for wealthy foreign nationals, and jumbo case construction are areas of specialization. Through comprehensive analysis, evaluation, and design, Balanced Strategies builds product and lending solutions custom to each client, carefully evaluating each element and focusing on every way possible to de-risk the client’s situation. There is no “one-size-fits-all” life insurance carrier or lender. Clients have unique needs and deserve a custom solution. Balanced Strategies implements sustainable solutions and are committed to managing transactions in partnership with advisors for the long haul. Balanced Strategies is your trusted partner for large and complex planning opportunities. Show less



Global Atlantic Financial Group

• United States
• Insurance
• 700 & Above Employee

• VP, Training & Competitive Services Group

  • Jan 2020 - Feb 2021

• AVP, Competitive Services Group and Training

  • Oct 2018 - Jan 2020

• AVP Internal Sales

  • Jul 2016 - Oct 2018

• Manager - Internal Wholesaling

  • Oct 2014 - Jul 2016

• Manager - Sales Support

  • Oct 2013 - Oct 2014



Aviva Usa

• West Des Moines, Iowa

• Internal Wholesaler

  • Sep 2012 - Oct 2013

  Promoting Aviva's products with agents and marketing organizations through life insurance case design and implementation as well as identifying potential sales opportunities. Promoting Aviva's products with agents and marketing organizations through life insurance case design and implementation as well as identifying potential sales opportunities.



World Insurance Associates LLC (formerly Two Rivers Insurance Services)

• United States
• Insurance
• 1 - 100 Employee

• Vice President, Group Benefits

  • Feb 2009 - Sep 2012

  Two River Insurance Services is a full service insurance brokerage that provides employee benefit group sales, service, consulting, third party administration, as well as property casualty coverage. Two River Insurance Services is a full service insurance brokerage that provides employee benefit group sales, service, consulting, third party administration, as well as property casualty coverage.



Polk City Chamber of Commerce

• 2011 President

  • Jan 2011 - Dec 2011

  Helping to promote local businesses and the community of Polk City. Helping to promote local businesses and the community of Polk City.



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 2006 - Jan 2009

  Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 10,000-plus financial advisors work directly with more than 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment strategies that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today. Show less



Wellmark Blue Cross and Blue Shield

• United States
• Insurance
• 700 & Above Employee

• Channel Manager

  • Feb 1999 - Dec 2005

  Managed the external distribution of products and services through Wellmarks contracted agencies. Developed and implemented training for agencies and their agents. Managed the external distribution of products and services through Wellmarks contracted agencies. Developed and implemented training for agencies and their agents.



Shoe Carnival, Inc

• Store Manager

  • Nov 1997 - Feb 1999



United States Air Force

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Security Specialist

  • Jun 1993 - Nov 1997