Experience

Balanced Strategies, LLC

• United States
• Insurance
• 1 - 100 Employee

• Chief Of Staff

  • Feb 2012 - Present

  Balanced Strategies, LLC is a national insurance consulting firm that provides specialized services to advisors of high net worth families, closely-held business owners and foreign nationals. A core service of Balanced Strategies’ is the design, negotiation, implementation and ongoing servicing of premium financing transactions. We work with and consult advisors and clients on insurance-driven solutions related to advanced estate, tax and business succession planning, with a primary focus on maximizing efficiencies in wealth transfer. We bring a significant amount of detail and experience in the design, economic evaluation, implementation and financing of large planning-driven insurance transactions. Our team follows a rigorous and well documented process throughout the engagement. This requires, at minimum, weekly communications with the lead advisor throughout the initial design and implementation stages and quarterly/annual reviews after the insurance installation.



KDR Equipment, Inc.

• United States
• Construction

• Chief Financial Officer

  • Nov 2016 - Mar 2021

  KDR Equipment Company has over 36 years of Construction Machinery & Equipment Industry experience to help you with your next new or used equipment purchase. We carry all major brands (Cat, John-Deere, Case, JCB, Ford, Bobcat, JLG, Genie, Terex, Skyjack, Ingersoll-Rand, Sullair, etc….) We also have transportation available to help reduce the cost of delivering your next purchase locally, nationally, or internationally. KDR Equipment Company has over 36 years of Construction Machinery & Equipment Industry experience to help you with your next new or used equipment purchase. We carry all major brands (Cat, John-Deere, Case, JCB, Ford, Bobcat, JLG, Genie, Terex, Skyjack, Ingersoll-Rand, Sullair, etc….) We also have transportation available to help reduce the cost of delivering your next purchase locally, nationally, or internationally.



Cavalier Associates

• United States
• Insurance
• 1 - 100 Employee

• Case Manager, Internal Wholesaler

  • Dec 2014 - Nov 2016

  Since its inception, Cavalier Associates has catered to the upscale insurance professional, and strives to be an exceptional resource to those in the insurance brokerage community who seek the best product, sales support and underwriting process. Our staff is responsible for identifying and capitalizing on market trends and product opportunities. We specialize in large case management, advance sales support, sub-standard or hard to place cases, as well as underwriting and product niches. Since its inception, Cavalier Associates has catered to the upscale insurance professional, and strives to be an exceptional resource to those in the insurance brokerage community who seek the best product, sales support and underwriting process. Our staff is responsible for identifying and capitalizing on market trends and product opportunities. We specialize in large case management, advance sales support, sub-standard or hard to place cases, as well as underwriting and product niches.



Rief Media Inc.

• United States
• Advertising Services

• Assistant to the President/CEO

  • May 2011 - Feb 2012

  Liaison between the President and clients. Write and edit content for websites. Provide fresh and innovative ideas to website designers. Liaison between the President and clients. Write and edit content for websites. Provide fresh and innovative ideas to website designers.