Experience

Lenz Insights, LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Founder

  • Mar 2023 - Present

  Tampa, Florida, United States Lenz Insights, LLC is designed to help leaders of wealth management firms access curated advice & guidance for their financial advisory practice. For larger advisor enterprises using our services, we aim to design and measure advisor engagement strategies that will accelerate your firms growth & productivity. For industry content providers, we want to build a community that makes it easier for you to connect with the industry’s most independent wealth management firms.​



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Coaching & Advisor Productivity

  • Nov 2021 - Mar 2023

  St Petersburg, Florida, United States • Responsible for the team executing RJ’s coaching platform and practice management content, focusing on growth, marketing, service offering design, client experience, team effectiveness and technology integration • Presents and designs content/agendas for advisor engagement events including conferences, webinars, workshops, training programs, and study groups, working with partner firms & speakers • Collaborates with senior leadership to develop advisor productivity tools and events for… Show more • Responsible for the team executing RJ’s coaching platform and practice management content, focusing on growth, marketing, service offering design, client experience, team effectiveness and technology integration • Presents and designs content/agendas for advisor engagement events including conferences, webinars, workshops, training programs, and study groups, working with partner firms & speakers • Collaborates with senior leadership to develop advisor productivity tools and events for affiliated advisors, managers, & branch associates, engaging over 9,500 associates annually • Builds engagement dashboards and success over time metrics for KPI reporting and PCG insight analysis

• Director, Practice Management Coaching

  • Dec 2017 - Nov 2021

  Tampa/St. Petersburg, Florida Area • Created Raymond James’ practice management coaching program, designed to drive growth and operational efficiency for 8,300 advisors across affiliations (custody/clearing, independent broker dealer, and employee) • Curated and managed practice management content & thought leadership with partner firms & SME’s • Built coaching team to execute casework, workshops, and events for advisors, associates, & managers • Utilized technology vendors (e.g., Wrike, Zoom, Teams, Actifi) & industry… Show more • Created Raymond James’ practice management coaching program, designed to drive growth and operational efficiency for 8,300 advisors across affiliations (custody/clearing, independent broker dealer, and employee) • Curated and managed practice management content & thought leadership with partner firms & SME’s • Built coaching team to execute casework, workshops, and events for advisors, associates, & managers • Utilized technology vendors (e.g., Wrike, Zoom, Teams, Actifi) & industry experts to execute offering Corporate Coach/Consultant: December 2017 - June 2018; Director: June 2018 - November 2021

• Senior Consultant, Succession Planning & Acquisitions

  • Jan 2015 - Dec 2017

  Tampa/St. Petersburg, Florida Area • Led a team responsible for advising independent financial advisory practices and financial institutions on business continuity planning, succession planning, and strategic mergers / acquisitions • Consulted on over 300 deals; fiscal year 2017: retained $3.8B+ assets ($31M revenue) and added $20M in recruited revenue through succession related engagements • Presented and developed practice management content for industry-wide and firm conferences including the Barron's Top Independent… Show more • Led a team responsible for advising independent financial advisory practices and financial institutions on business continuity planning, succession planning, and strategic mergers / acquisitions • Consulted on over 300 deals; fiscal year 2017: retained $3.8B+ assets ($31M revenue) and added $20M in recruited revenue through succession related engagements • Presented and developed practice management content for industry-wide and firm conferences including the Barron's Top Independent Women Advisors Summit Senior Consultant- December 2015 - December 2017 Consultant- January 2015 - December 2015

• Senior Internal Auditor

  • Jul 2012 - Jan 2015

  Tampa/St. Petersburg, Florida Area • Performed operational effectiveness tests to assess and submit audit reports and recommendations to leadership • Created a mapping program to ensure regulations were incorporated in firm audits and risk assessments • Managed staff auditors to ensure completion of engagements and auditors’ training and development Staff Auditor: July 2012 - September 2014; Senior Auditor: October 2014 - January 2015



The Zimmerman Agency

• United States
• Marketing Services
• 1 - 100 Employee

• Accounting Associate

  • Aug 2010 - May 2012

  Tallahassee, Florida Area • Facilitated Sarbanes Oxley testing to Omnicom Group • Managed and reported account payables/receivable to the Controller



Avail Financial & Tax Services

• Accounting Associate

  • May 2009 - Aug 2009

  Orlando, Florida Area • Prepared tax forms 1040, 1120, & 1120s • Completed bank reconciliations within QuickBooks