Experience

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  Eagle Life Insurance Company

  • United States

  • Advanced Planning

    • Nov 2021 - Present
    • United States

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  Prudential Financial

  • Western United States

  • Advanced Planning and Solutions

    • May 2010 - Nov 2021
    • Western United States

    Frequent speaker delivering advanced planning content for national and regional broker dealer conferences.Develop and deliver advanced planning content for the firm on various topics related to retirement planning, tax, government entitlement benefits, and estate planning content.Travel extensively to support and educate the firms wholesaling force on complex financial planning topics, policy changes and product positioning opportunities.

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  The Hartford

  • Central United States

  • Retirement Solutions

    • Dec 2005 - Apr 2010
    • Central United States

    Trusted advanced planning resource for 40 variable annuity wholesalers.Conducted hundreds of advanced planning seminars for financial professionals, clients, accountants for the firms wholesaling team utilizing investment and insurance concepts creating sales opportunities for the firm.

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  Legg Mason Investments

  • Financial Planner

    • 1999 - 2005

    Developed comprehensive financial plans for the firms top investment advisory teams to firm standards.Developed and presented seminars on various topics including zero tax estate planning, retirement income planning, charitable gifting strategies, and investment allocation.