I am a passionate and results-driven career development coach dedicated to empowering financial advisors to achieve extraordinary success. My advisors choose to work with me because I genuinely appreciate and respect who they are and honor the invaluable work they do.
What sets me apart is my unwavering commitment to your success. I take a personal interest in helping you define and build the practice of your dreams. My proven process aligns your purpose with your aspirations, unlocking opportunities you may have never imagined or thought possible.
You can count on me to provide visionary leadership, safeguard you from potential pitfalls, and introduce strategic relationships that can transform your career. I bring you ready-to-implement structures and delivery systems designed to accelerate your growth and success.
Winning is at the core of everything I do. I am driven by a deep desire to make a lasting, positive impact on my advisors, my team, and my community.
With over 25 years of experience in the financial services industry, I currently serve as Vice President of Distribution and Development at Capstone Financial Group (Ameritas). In this role, I am dedicated to driving growth through talent acquisition, coaching, and empowering financial advisors and the brokerage community. My achievements include achieving Inner Circle Award at Ameritas Leaders Conference and Team Builder Award as well as being instrumental in driving the agency to achieve top industry awards, including Inner Circle recognition AND Agency Builder Award at the Ameritas Leaders Conference.
I was honored to be a Career Development Award qualifier at the Platinum level in GAMA International Distribution Management Awards program. I am an active member of FINSECA and NAIFA, staying at the forefront of the industry’s best practices.
Before transitioning to the financial services sector, I proudly served in the U.S. Navy for 22 years, retiring in 2011. As a Navy Corpsman and Master Trainer, I specialized in teaching military leadership, fostering discipline, and empowering future leaders.
For information on the awards mentioned please follow this link: https://cloud.content.ameritas.com/ratings-and-awards
909-957-0132 (Calls only)