Experience

Good Life Companies

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2022 - Present

  Good Life Companies is a result of the culmination of a small group of Financial Advisors that came together to create a platform and culture for other Financial Advisors that are also in the pursuit of their own vision of the Good Life. By providing an exemplary level of service and support, our mission is to aid in the streamlining of business operations and day-to-day activities of our affiliated Advisors. This streamlining moves to modernize the way Financial Advisors function and simplify… Show more Good Life Companies is a result of the culmination of a small group of Financial Advisors that came together to create a platform and culture for other Financial Advisors that are also in the pursuit of their own vision of the Good Life. By providing an exemplary level of service and support, our mission is to aid in the streamlining of business operations and day-to-day activities of our affiliated Advisors. This streamlining moves to modernize the way Financial Advisors function and simplify their daily activities. By simplifying the processes of Advisors and Insurance Agents alike, providing a high level of support and access to industry leading technology, the jobs of our affiliates are structured so that he or she may have the benefit of more time and more control over his or her operation. At Good Life, we pride ourselves in the philosophy with which so many of us grew up. Hard, diligent work produces results. Coupled with a contemporary perspective and usage of efficient technology, we bring our blue-collar work ethic to a white-collar industry. Through our deep-seeded core values we believe that it is in all of our best interest to put our best foot forward both professionally and personally to provide the highest level of service we can to our customers, the American public. We do this in the pursuit to not only lead a Good Life, but a great one. Show less Good Life Companies is a result of the culmination of a small group of Financial Advisors that came together to create a platform and culture for other Financial Advisors that are also in the pursuit of their own vision of the Good Life. By providing an exemplary level of service and support, our mission is to aid in the streamlining of business operations and day-to-day activities of our affiliated Advisors. This streamlining moves to modernize the way Financial Advisors function and simplify… Show more Good Life Companies is a result of the culmination of a small group of Financial Advisors that came together to create a platform and culture for other Financial Advisors that are also in the pursuit of their own vision of the Good Life. By providing an exemplary level of service and support, our mission is to aid in the streamlining of business operations and day-to-day activities of our affiliated Advisors. This streamlining moves to modernize the way Financial Advisors function and simplify their daily activities. By simplifying the processes of Advisors and Insurance Agents alike, providing a high level of support and access to industry leading technology, the jobs of our affiliates are structured so that he or she may have the benefit of more time and more control over his or her operation. At Good Life, we pride ourselves in the philosophy with which so many of us grew up. Hard, diligent work produces results. Coupled with a contemporary perspective and usage of efficient technology, we bring our blue-collar work ethic to a white-collar industry. Through our deep-seeded core values we believe that it is in all of our best interest to put our best foot forward both professionally and personally to provide the highest level of service we can to our customers, the American public. We do this in the pursuit to not only lead a Good Life, but a great one. Show less



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President, LPL Services Group

  • Jan 2020 - Aug 2022

  Championed team of 35 vice presidents, assistant vice presidents, senior analysts, analysts, and product management team members for $4 million group overseeing CFO solutions for 200+ subscribers. Operated as entrepreneurial business owner, overseeing strategic innovation, product development & product marketing.

• Vice President, Business Consulting & Analysis

  • 2014 - 2020

  Managed bi-coastal team of seven providing small business owners corporate finance support including transactional finance assistance including budget, P&L, ROI analysis, business metrics, merger and acquisition support, and business valuation for 1,000+ clients annually. Expanded lending programs providing incremental interest revenue while allowing monetization opportunities for capital as clients developed new business. Developed client profitability model to help business leaders make… Show more Managed bi-coastal team of seven providing small business owners corporate finance support including transactional finance assistance including budget, P&L, ROI analysis, business metrics, merger and acquisition support, and business valuation for 1,000+ clients annually. Expanded lending programs providing incremental interest revenue while allowing monetization opportunities for capital as clients developed new business. Developed client profitability model to help business leaders make data-driven decisions based on customer profitability.

• Assistant Vice President, Finance

  • 2013 - 2014

  Support sales organization with re-forecast, annual budget process, recruiting ROI analysis, capital outlay underwriting, and project/initiative financial analysis. Identified risks and opportunities through coordinated meetings and risk and opportunities (R&O) calculations. Revamped business development loan process to become scalable for both finance and sales organizations. Collaborated with business development to analyze large recruit financials to ensure business won to maintain strong… Show more Support sales organization with re-forecast, annual budget process, recruiting ROI analysis, capital outlay underwriting, and project/initiative financial analysis. Identified risks and opportunities through coordinated meetings and risk and opportunities (R&O) calculations. Revamped business development loan process to become scalable for both finance and sales organizations. Collaborated with business development to analyze large recruit financials to ensure business won to maintain strong ROI.

• Finance Lead

  • 2012 - 2013

  Worked with executive leadership, finance management, and business development to prepare board analysis regarding capital use ROI for transition assistance and recruiting. Provided ROI analysis to ensure profitable advisor recruitment and meet capital investment underwriting guidelines. Developed relationships with business unit leaders regarding financials and initiatives.

• Manager, Accounting

  • 2010 - 2012

  Managed staff of ten senior accountants, accountants, and accounts receivable specialists.

• Senior Accountant

  • 2010 - 2010

  Selected to lead implementation of new Enterprise Resource Planning (ERP) system.



Starwood Hotels & Resorts Worldwide, Inc.

• Hospitality
• 700 & Above Employee

• Assistant Director of Finance

  • Jun 2009 - Dec 2009



Qualcomm

• United States
• Telecommunications
• 700 & Above Employee

• Accountant

  • Nov 2007 - Jun 2009



Marriott International

• United States
• Hospitality
• 700 & Above Employee

• Assistant Controller

  • Sep 2005 - Oct 2007