Experience

Prevail Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Advisor | Consultant

  • Jun 2019 - Present

  When it comes to investing, we all have one goal in common – to have accumulated enough wealth to enjoy financial freedom. However, with conventional financial planning, it’s like flying into a strong head wind when you consider uncontrollable factors like income tax rates, contribution limits, and distribution restrictions. While we can’t control these challenges, we can develop a plan that helps us Rise Above these swirling winds of change. When it comes to investing, we all have one goal in common – to have accumulated enough wealth to enjoy financial freedom. However, with conventional financial planning, it’s like flying into a strong head wind when you consider uncontrollable factors like income tax rates, contribution limits, and distribution restrictions. While we can’t control these challenges, we can develop a plan that helps us Rise Above these swirling winds of change.



Greenside Strategies, LLC

• Leawood, KS

• Owner

  • 2011 - 2014

  We offered several exciting and unique funding solutions for multiple purposes, including the funding of life insurance, annuities, business investments, real estate, and other capital intensive opportunities. We offered several exciting and unique funding solutions for multiple purposes, including the funding of life insurance, annuities, business investments, real estate, and other capital intensive opportunities.



CrailHuntly, LLC

• Leawood, KS

• Owner

  • Apr 2004 - 2011

  We invented and marketed the 453 Commercial Loan program, a means for sellers of appreciated assets to leverge the tax advantages of installment sales, but substituting a bank as the payer to mitigate much of the risks of traditional installment sale structures. We invented and marketed the 453 Commercial Loan program, a means for sellers of appreciated assets to leverge the tax advantages of installment sales, but substituting a bank as the payer to mitigate much of the risks of traditional installment sale structures.



Kansas City Life Insurance Company

• Kansas City, MO

• Sr. Vice President, Marketing; Board Director

  • 2001 - 2004

  Responsible for sales and marketing of all individual products through all distribution channels Responsible for sales and marketing of all individual products through all distribution channels



Sun Life

• Financial Services
• 700 & Above Employee

• Vice President, Distribution (U.S.)

  • 1998 - 2001

  Responsibile for individual life sales through general agencies, broker dealers, wire houses and banks. Responsibile for individual life sales through general agencies, broker dealers, wire houses and banks.



Protective Life

• Birmingham, AL

• President, Product Resource Group; Vice President, Marketing

  • 1993 - 1998

  Responsible for private labeling and administering Protective's individual life products through other insurance carriers and for life marketing support of Protective's agents and agencies Responsible for private labeling and administering Protective's individual life products through other insurance carriers and for life marketing support of Protective's agents and agencies



Unum

• United States
• Insurance
• 700 & Above Employee

• VP

  • 1980 - 1990