Experience

BMG Advisors | Plan Your Story
• United States
• Financial Services
• 1 - 100 Employee
• LPL Financial Advisor, Partner

  • Aug 2018 - 5 years 5 months


Buford-Malone Group at Waddell & Reed, Inc.

• Financial Advisor

  • Jun 2017 - Aug 2018

  After a little over four years of management with Waddell & Reed, I'm honored to join forces with the Bufurd-Malone Group here in our Kansas City Plaza Office. I joined this team because based on my experience leading them, their culture is the best fit for me.



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• District Branch Manager

  • Feb 2013 - Jun 2017

  Kansas City, MO As a member of the Waddell & Reed leadership team, I manage a branch location outside the division office. I work closely with the Managing Principal to develop a team of financial advisors. As a delegate of the Managing Principal, some of my day-to-day activities include: • Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms. • Coaching financial advisors as they seek to build efficient, unique and growing practices. • Removing roadblocks… Show more As a member of the Waddell & Reed leadership team, I manage a branch location outside the division office. I work closely with the Managing Principal to develop a team of financial advisors. As a delegate of the Managing Principal, some of my day-to-day activities include: • Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms. • Coaching financial advisors as they seek to build efficient, unique and growing practices. • Removing roadblocks that impede financial advisor success. • Executing frontline supervision, identifying and addressing supervisory issues as needed. • Guiding financial advisors in developing succession strategies as they plan for their own retirement. • Encouraging financial advisors to maintain a balanced approach to business and personal goals. Show less



Zipsurance

• United States
• Insurance
• 1 - 100 Employee

• Founder and CEO

  • Sep 2011 - Feb 2013

  Kansas City, Missouri Area, United States Zipsurance was a start-up marketing firm built specifically for local insurance agencies. The business failed, and I learned more than I ever have about life, business, technology, and myself.



American Family Insurance

• United States
• Insurance Agencies and Brokerages

• Agency Sales Manager

  • Jun 2008 - Sep 2011

  I proudly and graciously lead the group of Agencies known as District 180 for American Family Insurance. I am honored to be a part of such a great family of Agents who continuously strive for excellence, while not letting go of what is most important; taking care of our families and our customers!

• Registered Representative

  • Jan 2003 - May 2008

  Insurance agency owner.