Founder and CEO
30+ Year financial services industry veteran with a proven track record of developing, supporting and executing complex strategic initiatives. Considered an “out of the box thinker” with a reputation of consistently delivering superior service and practical consultative solutions. Strong team player adept at multitasking and supporting multiple operational areas simultaneously. Overall customer-centric work philosophy coupled with a superior work ethic. Subject matter expert in multiple disciplines including: CRM Software, Orphaned Client Program Construction and Implementation, Client Segmentation Theory, Data-mining and Book of Business Management.
Provide complete consultative services to businesses concerning all aspects of their operations
Instrumental in the creation and execution of a practice management program to help business owners grow their businesses
Specialized in coaching Top Advisors in the adoption of technology to enhance production. adoption of technology to enhance production.
Responsible for ongoing Compliance advice and resources for Tandem Head and clients, as well as marketing and creative business development, and social media.
Over 12 years of financial services industry experience managing risk and handling high impact Compliance and Legal situations, including integrating large technology in the business practice to improve efficiency, and systematically mitigate business risk.