Experience

CEG Worldwide LLC

• United States
• Financial Services
• 1 - 100 Employee

• Elite Advisor Strategist

  • Mar 2021 - Present

  Omaha, Nebraska, United States Consultant to advisors who want to race up the hierarchy of success by working with fewer but wealthier clients and who want to deepen the impact they have on the life of their clients, team members, family, and causes they care about.



QuickDraw Lending, LLC

• General Partner

  • Oct 2021 - Present

  Omaha, Nebraska, United States Private real estate lending. Helping real estate entrepreneurs pursue freedom and financial independence via short term financing for high potential real estate opportunities.



Endeavour Consulting

• Founder and General Partner

  • Mar 2021 - Present

  Omaha, Nebraska, United States Financial services consulting. The firm's name, Endeavour, represents a focused determination and effort to help financial firms and advisors to be better, go further, and achieve amazing results together.



Elmwood Design, LLC

• Real Estate

• Founder and General Partner

  • Apr 2015 - Present

  Omaha, Nebraska, United States Managing General Partner for Elmwood Design. We purchase and remodel quality 2 to 3 bedroom mid town homes and rent them to high quality tenants seeking the benefits of mid town living.



Securities America Inc.

• United States
• Financial Services
• 300 - 400 Employee

• Securities America / Ladenburg Thalmann -- Senior Vice President of Wealth Management

  • Sep 2003 - Dec 2020

  Omaha, NE Served as Senior VP of WM for Securities America and parent company Ladenburg Thalmann providing executive leadership over our wealth management and product units. Responsibilities included cash sweep programs, advisor adoption of affiliate life insurance and trust businesses, due diligence and management of product platform, product training for advisors, sales programs to help advisors organically grow business, and oversight of premier sponsor relationships. Other areas of expertise… Show more Served as Senior VP of WM for Securities America and parent company Ladenburg Thalmann providing executive leadership over our wealth management and product units. Responsibilities included cash sweep programs, advisor adoption of affiliate life insurance and trust businesses, due diligence and management of product platform, product training for advisors, sales programs to help advisors organically grow business, and oversight of premier sponsor relationships. Other areas of expertise include public speaking and broker dealer mergers and acquisitions. Show less



AFS Group

• Financial Advisor

  • 2001 - 2003

  Financial advisor with specialty in non-qualified executive compensation plans.



Nationwide Financial

• United States
• Financial Services
• 700 & Above Employee

• Regional Sales Specialist

  • 1998 - 2001

  Responsible for advanced sales support on life and annuity cases for four state region. Also assited in recruiting of advisors to life insurance agency and regional broker/dealer.



Sitel

• Supervisor

  • 1996 - 1996