2023 marks more than a decade (13 years) of experience working in the financial services industry. I currently consult with financial and legal industry professionals on all matters of life insurance and advanced planning topics.
I most recently served as a Senior Advanced Markets consultant for Lion Street, a national Producer Group organization with more than $515 million in annual insurance premium sales, $17 billion in assets under management, and in excess of 1,000 financial advisors. In that role, I was responsible for reviewing and managing various financial planning pieces, specifically consulting on High Net Worth and Ultra-High Net Worth Estate Planning, and Life Insurance techniques for more than 300 of Lion Street's advisors. My specialties are centered around Creative Life Insurance Planning and Funding, Premium Financed Life Insurance Planning, Jumbo Life Insurance Policy Staging, Inbound Foreign National Planning, Micro Captive Insurance Planning, and Charitable Planning. I have also worked on national initiatives centered around Annuity marketing.
From Oct. 2016-Aug. 2018, I was the Director of Client Relations at Verite Group, a Premium Financing Specialty shop located in Miami, Florida serving clients both nationally and internationally. I continue to consult with many clients and life insurance specialists on management of Premium Financing policies.
Prior to this, I worked as a Graduate Assistant at Texas Tech University for the Insurance and Risk Management CFP® board course, was the Director of Operations at The Guardian Life Insurance Co., and a direct-to-consumer Agent for MassMutual.
Certified Financial Professional®
Certified Estate Planner®
Series 7 (CRD# 5893717)
Series 63
Life and Health
Post-Graduate Program, Artificial Intelligence and Machine Learning, University of Texas – McCombs School of Business, Austin, TX
Master of Science (MS), Personal Financial Planning, Certificate in Charitable Planning, Texas Tech University, Lubbock, TX
Bachelor of Science (BS), Professional Sales, William Paterson University – Catsakos College of Business, Wayne, NJ