Experience

Archvest Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• CERTIFIED FINANCIAL PLANNER™ and Lead Financial Advisor

  • Jan 2022 - Present

  Financial Planner using a coaching approach Financial Planner using a coaching approach



Self Employed

• United States
• 700 & Above Employee

• Private Financial Coach and Distribution Consultant

  • Jul 2017 - Oct 2022

  Consulted to international organization on distributing software and financial products to financial institutions Lead consultant to financial service company resulted in successful acquisition Lead consultant and sales trainer for Education Technology company, NewEd, Inc., supporting successful acquisition by DIGARC, LLC Coached small business owner on clarifying vision and values and marketing structure: doubled revenues within three months Developed financial coaching program for independent contractor in animation to eliminate debt and increase savings Created and implemented short term coaching agreements with producers, coaches, and independent contractors Training under Jackie Shea using Prosperous Coaching Method created by Steve Chandler Implemented five-month coaching program for individual processing career transition Show less



Horizon Investments®

• United States
• Investment Management
• 1 - 100 Employee

• Regional Vice President Sales

  • Jan 2016 - Jul 2017

  Initiated and closed a $50 million consulting agreement with a Registered Investment Advisory Firm Increased territory assets by 270% Hosted approximately 15 remote, in person, and teleconference meetings per week with financial advisors Utilized Salesforce and Goals Based Wealth Management software to manage territory Initiated and closed a $50 million consulting agreement with a Registered Investment Advisory Firm Increased territory assets by 270% Hosted approximately 15 remote, in person, and teleconference meetings per week with financial advisors Utilized Salesforce and Goals Based Wealth Management software to manage territory



Sierra Mutual Funds | Ocean Park Asset Management

• Key Account Director | Regional Sales Director

  • Jun 2011 - Dec 2015

  2015: Lead internal consultant supporting company re-organization on distribution, portfolio management, and marketing. Asset base increased nearly three fold in the five years following 2015: Lead consultant to Morningstar to recategorize Fund, supporting a quadrupling of sales 2015: Lead the Raising of $104 million on the FTJ Fund Choice Platform (panelist, lead consultant for onboarding) 2015: Approximately $180 Million in Fund, SMA and Strategist Sales 2015: Panelist and Presenter at National Independent Broker Dealer Conferences 2015: Director and Point of Contact for Institutional Relationships: Nationwide, LPL, Merrill Lynch, Envestnet, FolioDx, FTJ Raymond James, NPH, NPC, IFG, Cetera, IFG 2014: Moved firm to Omnibus Relationship with LPL 2014: Approximately $200 Million in Fund, SMA and Strategist (model delivery) Sales 2013: Approximately $150 million in Fund, SMA and Strategist (model delivery) Sales 2012: Lead product onboarding consultant for Nationwide and RBC 2012: Monthly sales range $8 million to $18 million per month 2011: September – December, Approximately $60 m in Fund sales via RIA’s and Independent Broker/Dealers Show less



DWS Group

• Germany
• Financial Services
• 700 & Above Employee

• Regional Sales Associate Covering Registered Investment Advisors (RIA)

  • Jan 2007 - May 2011

  Lead consultant on two allocations totaling $87 million 2011: Territories Ranked #1 ($130 m) and #6 ($102 million) out of 55 territories in organization 2010: $312 million mutual fund sales, $60 million structured products sales, SW & West Coast RIA Division 2009: #1 in gross mutual fund sales in division ($320 million, 1/9 territories, 100.3 % of goal), West Coast RIA Division 2009: #1 in structured product sales in division ($60 million, 1/9 territories), West Coast RIA Division 2008: Increased sales 155% from previous year, West Coast RIA Division 2008: #1 in gross mutual fund sales in division (1/8 territories, $701.1 million, 160% of goal), West Coast RIA Division 2008: #2 in company in structured product sales (2/30 regions, $65 million, 184% of goal) West Coast RIA Division 2007: #1 in company in gross sales ($170 million, #1 of 57 territories, 140% of goal) Eastern PA, Southern NJ, FAD Division First place, gross sales: Ameriprise sales contest, June 2007 (#1 of 20 territories). First place, highest number of new clients: Ameriprise sales contest June 2007 (#1 of 20 territories) Winner of August 2008 sales competition; increased sales 200% (month over month) Show less



Stage and Film Actor

• Actor

  • Oct 2005 - Jan 2011

  Actor in independent films and Chicago Theatre Student in improvisational comedy and contemporary scene study Actor in 12 plays and seven independent film and web series Actor in independent films and Chicago Theatre Student in improvisational comedy and contemporary scene study Actor in 12 plays and seven independent film and web series