Experience

Victory Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• President and CCO

  • May 2023 - Present

  Austin, Texas, United States



Lion Street

• United States
• Financial Services
• 1 - 100 Employee

• SVP, Distribution

  • Nov 2018 - May 2023

• VP, Investment Products & Advisory Services

  • Jan 2016 - Nov 2018

  Built and scaled the investment advisory platform and annuity business lines, both fixed and variable, for Lion Street.

• Director of Firm Selection

  • 2015 - 2016

  Austin, Texas Lion Street’s unique advisor-owned model provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Lion Street is a privately-held financial services distribution company led by industry veterans Bob Carter and Brian Murphy. I have the privilege of coordinating a team of six Sales Vice Presidents in the selection… Show more Lion Street’s unique advisor-owned model provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Lion Street is a privately-held financial services distribution company led by industry veterans Bob Carter and Brian Murphy. I have the privilege of coordinating a team of six Sales Vice Presidents in the selection of new firms to become owners in Lion Street.

• Director, Sales Supervision

  • 2014 - 2015

  Austin, Texas Worked with Lion Street's CCO to establish and implement the Lion Street supervisory structure.



NFP

• United States
• Insurance
• 700 & Above Employee

• Sales Supervisor

  • 2010 - 2014

  Austin, Texas

• Transitions Operations

  • 2008 - 2010

  Austin, Texas



HCDT Insurance Agency

• Account Executive

  • 2005 - 2008

  San Antonio, Texas



Cintas

• United States
• Facilities Services
• 700 & Above Employee

• Management

  • 2002 - 2005

  Round Rock, Texas