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.