Experience

Integrated Retirement Solutions

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Jul 2014 - Present

  The Employee Roadmap can help you gain an unfair advantage. It’s the only 401(k) System designed to generate ROI and that comes with a Guarantee. The Employee Roadmap is a step-by-step Roadmap designed to help employees build the health, wealth, retirement savings and job skills to live their best, most productive lives today and the retirement of their dreams. The Employee Roadmap gives businesses and unfair advantage in: * Hiring and retaining top talent * Increasing engagement and culture * Decreasing health care spend * Improving productivity * Smoothing out workforce management * All combining to give the business an unfair advantage in profitability If you're just looking a plain vanilla 401(k), then we're probably not a good fit. But if you're looking to gain an unfair advantage and to help employees build Real Retirement Readiness, this System is the only way you can accomplish that. Show less



3s to 10x

• Business Consulting and Services

• Owner

  • Nov 2020 - Present

  Business Owners: Make More, Stress Less, Build a Valuable ("Sellable") Business How? By utilizing the 3 s's of Increased Sales, Systems, and Strategic Acquisitions I help business owners build businesses that create the lifestyle and impact they dreamed of when first starting out AND that will get the highest valuation and multiple when they decide to exit. Bringing systems and strategies utilized by Middle Market and Large Companies, to Small Businesses. Does your business have predictable sales and profits? Do you have systems and processes in place that will allow you to sell your business or exit from operations (while retaining ownership)? Are you attracting, training, and retaining top talent? NOW is the time to start building that kind of a business. The very things that we do to make your business attractive to a buyer help you fall in love with it again! It's why one of my slogans is: Build to Exit...even if you never plan to sell. CEPA (Certified Exit Planning Advisor) (expired) Former Certified Value Builder Member of the EPIC Investor network Show less



Benetech Inc.

• Canada
• Software Development
• 1 - 100 Employee

• Regional Pension Consultant

  • Jun 2013 - Jul 2014

  I partner with Financial Advisors helping them build better Retirement Plans for their business-owner clients. I partner with Financial Advisors helping them build better Retirement Plans for their business-owner clients.



Nationwide Insurance

• United States
• Insurance

• External Wholesaler, Internal Wholesaler, Education Specialist, Agent, Affinity Account Rep,

  • Jul 2002 - Apr 2011

  Trained Financial Advisors on how to sell and service 401(k) plans. Educated Retirement plan participants on investing and retirement basics as well as the specific details of their company 401(k). Assisted clients in choosing appropriate insurance coverages to fit their needs. Worked to develop marketing agreements between Nationwide and large Affinity groups such as Alumni Associations and Professional Organizations. Trained Financial Advisors on how to sell and service 401(k) plans. Educated Retirement plan participants on investing and retirement basics as well as the specific details of their company 401(k). Assisted clients in choosing appropriate insurance coverages to fit their needs. Worked to develop marketing agreements between Nationwide and large Affinity groups such as Alumni Associations and Professional Organizations.



SunTrust Investment Services

• Financial Services
• 100 - 200 Employee

• Private Wealth Advisor

  • Jun 2008 - Sep 2009

  Sold, set up and serviced Retirement Plans for companies in Central Florida. Helped Individuals specify and prioritize their goals and then create an appropriate financial plan to help them work towards reaching those goals. Sold, set up and serviced Retirement Plans for companies in Central Florida. Helped Individuals specify and prioritize their goals and then create an appropriate financial plan to help them work towards reaching those goals.