Experience

Equity Advisor Solutions, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• Head of Advisor Relations and Client Service

  • Apr 2022 - Present

  Denver, Colorado, United States Responsible for all aspects of relationship management and service to RIA and Broker Dealer advisors and their clients. Responsible for collaborating with the parent organization, Equity Trust Company and ETC Brokerage, to implement operational support, efficiencies, technology support, new product development initiatives, sales support, and compliance. Identify and facilitate the development and execution of multiple strategic projects to grow the business, retain advisors and their clients… Show more Responsible for all aspects of relationship management and service to RIA and Broker Dealer advisors and their clients. Responsible for collaborating with the parent organization, Equity Trust Company and ETC Brokerage, to implement operational support, efficiencies, technology support, new product development initiatives, sales support, and compliance. Identify and facilitate the development and execution of multiple strategic projects to grow the business, retain advisors and their clients, support product enhancements and build positive relationships. Show less



StretchLab Franchise

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Owner

  • Sep 2021 - Present

  Golden and Lakewood, CO



First Affirmative Financial Network

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Mar 2018 - Apr 2022

  Colorado Springs, Colorado Design and lead implementation of performance, productivity, and service improvement initiatives. Create and execute strategy to drive growth of revenues and earnings. Partner with CEO and other executive staff to produce and analyze financial reporting metrics that inform critical business decisions. Oversee hiring, training, and development of associates and leadership team. Define, review, and support technology deployments. Act as lead for advisor onboarding, retention, and asset… Show more Design and lead implementation of performance, productivity, and service improvement initiatives. Create and execute strategy to drive growth of revenues and earnings. Partner with CEO and other executive staff to produce and analyze financial reporting metrics that inform critical business decisions. Oversee hiring, training, and development of associates and leadership team. Define, review, and support technology deployments. Act as lead for advisor onboarding, retention, and asset gathering. Lead marketing efforts to produce sales and marketing collateral as well as electronic campaigns. Support advisors in Environmental Social and Governance (ESG) and Socially Responsible Investing (SRI) investing strategies. Support advocacy efforts and proxy voting at the firm level. Supporting the development of the ”ESG for Impact! 2021” conference. Responsible for maintaining the B Corp status for organization. Liaise with CEO and executive staff at former parent organization, Folio Financial. Additionally, previously supported the agenda creation and development of the nation’s largest SRI conference produced by Folio Financial (acquired by Goldman Sachs in September 2020). Show less



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Sr Manager

  • Apr 2014 - Mar 2018

  Colorado Springs Senior Manager | Vice President, RPS Operations As member of RPS Operations Senior Leadership Team, directed project transforming business model and record-keeping platform. Drove results in matrix management and multiple-site environment. Worked cross-functionally to conduct needs assessments and market analyses. Spearheaded recruitment and retention of associates. Managed team responsible for employee retirement plans.

• Assistant Vice President

  • Mar 2007 - Apr 2014

  Colorado Springs, Colorado, United States AVP | Lead Manager for Retirement Plan Services Led multiple Client Services teams. Developed, implemented, and maintained strategies for operational requirements. Strengthened relationships with clients and external stakeholders. Coordinated retirement plan activities in accordance with ERISA and DOL policies. Led advancement of services through implementation of best practices, sound management philosophy, and performance objectives. Built relationship and leadership skills of team… Show more AVP | Lead Manager for Retirement Plan Services Led multiple Client Services teams. Developed, implemented, and maintained strategies for operational requirements. Strengthened relationships with clients and external stakeholders. Coordinated retirement plan activities in accordance with ERISA and DOL policies. Led advancement of services through implementation of best practices, sound management philosophy, and performance objectives. Built relationship and leadership skills of team. Handled recruitment, selection, and retention of associates in multiple locations across a matrixed environment. Conducted performance counseling, mentoring, and evaluations.

• Supervisor | Client Administration Manager

  • Feb 1999 - Mar 2007

  Colorado Springs, Colorado Area Managed 10-15 telephone representatives supporting day-to-day contact for Plan Administrators. Facilitated coordination of retirement plan activities in accordance with ERISA and DOL policies and plan guidelines. Built team’s relationship skills, and conducted performance coaching, mentoring and evaluations. Participated in client-updates meetings and supported Sales associates in prospect meetings. Coordinate projects, and ensured adherence to quality and productivity standards. T. Rowe… Show more Managed 10-15 telephone representatives supporting day-to-day contact for Plan Administrators. Facilitated coordination of retirement plan activities in accordance with ERISA and DOL policies and plan guidelines. Built team’s relationship skills, and conducted performance coaching, mentoring and evaluations. Participated in client-updates meetings and supported Sales associates in prospect meetings. Coordinate projects, and ensured adherence to quality and productivity standards. T. Rowe Price – Additional Roles Customer Service Associate (February 1999 – February 2000)



Mariner Health Care

• Hospitals and Health Care
• 1 - 100 Employee

• Dietitian

  • 1997 - 1999

  Colorado Springs, Colorado Area Dietitian at a long term care health facility



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Broker Assistant

  • 1992 - 1993

  Fort Collins, Colorado Area Broker Assistant