Experience

Synergy Wealth Solutions, a MassMutual Firm
• Financial Planner Investment Advisor Representative

  • Jul 2016 - Present

NHRA - St. Louis (National Human Resources Association)
• United States
• Human Resources Services
• 1 - 100 Employee
• Board Member

  • Jul 2016 - Present


MetLife

• United States
• Insurance
• 700 & Above Employee

• Investment Advisor Representative

  • Apr 2008 - Jun 2016

  Greater St. Louis Area Investment Advisor Representative MetLife April 2008 – Present (7 years 4 months) Greater St. Louis Area Build relationships with high net worth and high level employees and business owners. Large segments of my practice are affiliated with Health Care and Education. Present to large audiences group retirement plan benefits



John Hancock Financial Services

• United States
• Investment Banking
• 1 - 100 Employee

• Sales Manager

  • Jan 2006 - Apr 2008

  Greater St. Louis Area Selected to attend the exclusive John Hancock Leadership Development Program (LDP) meetings to develop and hone management skills Interview and select new advisors for participation in John Hancock’s agent development program Train and mentor new advisors in sales techniques and product understanding through one-on-one coaching and field sales mentoring Long-term Care Fast-Start Program

• Financial Advisor

  • Jan 2000 - Apr 2008

  Greater St. Louis Area Develop and present comprehensive, detailed, customized financial plans for individuals, families and small business owners, consistent with the achievement of their evaluated and defined goals Analyze client’s financial status using sophisticated analysis tools such as Thompson Financial, Morning Star/Principia Pro, Financial Profiles, and Ibbitson programs and make appropriate recommendations based on their objectives and risk exposure/tolerance Salvage relationship with orphan clients,… Show more Develop and present comprehensive, detailed, customized financial plans for individuals, families and small business owners, consistent with the achievement of their evaluated and defined goals Analyze client’s financial status using sophisticated analysis tools such as Thompson Financial, Morning Star/Principia Pro, Financial Profiles, and Ibbitson programs and make appropriate recommendations based on their objectives and risk exposure/tolerance Salvage relationship with orphan clients, transition them into financial planning clients Conduct workshops and seminars to educate potential clients concerning their financial situation and the potential mismatch between objectives and likely results