Bio
Experience
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Idea Specialist
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Apr 2024 - Present
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Senior Advisors Plus
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Kansas City
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Medicare and Life Insurance Advisor
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Jul 2020 - Present
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Kansas City
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Allstate Financial Services, LLC
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Kansas City/Overland Park Metro
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Personal Financial Representative
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Dec 2017 - Jul 2019
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Kansas City/Overland Park Metro
Partner with local agents to offer clients services for life insurance, long term care, retirement products, etc.Work with clients to create customized financial analysis as path toward retirement and financial goals. Ensure any outstanding areas of risk are identified and addressed. Ongoing support through all stages of plan implementation and follow up. Assist agency staff and partners with options to drive appointments.
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Thrivent Financial
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Overland Park, KS
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Financial Associate
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Aug 2014 - Dec 2017
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Overland Park, KS
Serve members of Thrivent's fraternal benefit society by creating customized recommendations for life and retirement needs. Utilize grass roots marketing to build book of business to expand network. Connect with members through faith-based common bond and share avenues of generosity.
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Owner
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Jan 2008 - Apr 2014
Manufacturer's Representative to Premium/Incentive and ASI Representation in KS, MO, IA and NE. Managing partner responsible for daily office operations. Display and booth design for trade shows, as well as working with participating vendors to establish regional marketing participation in shows. Regular office visits to key accounts to update sales materials, show new product, order samples and review promotions. Create custom client presentations for ongoing client programs, single purchase, and employee service awards.
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Regional Sales Manager
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Jan 2005 - Jan 2008
Manage key accounts west of Mississippi River. Conduct periodic office visits to review client needs, educate on programs and products, supply promotional materials and samples as needed. Coordinate participation in client trade shows, regional and national trade shows. Provide sales ideas, custom quotes and program ideas to help gain visibility with end-user needs. Manage overall account satisfaction and yearly performance.
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Account Manager
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May 2002 - Dec 2004
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Walt Disney World
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Orlando, Florida Area
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Store Planner/Sr. Store Planner
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1996 - 1999
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Orlando, Florida Area
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Asst. Store Planner
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1994 - 1996
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Education
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1989 - 1993Missouri State University
Bachelor of Science (BS)
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