Creative Planning

Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients.  Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.

Healthcare Channel Account Manager

BerganKDV

Focused on driving "Wow" experience for clients, managing the planning stage of the "Value Creation" cycle, quoting and development of solutions, manage procurement of solutions, and provide continuous improvements of process work.   Also in charge of growing client base, growing solutions, and partnering with Solution Leaders to drive overall growth.

Market Relationship Manager

ETS (Erb's Technology Solutions)

Responsible for establishing company’s goals and strategies, presiding over the workforce, overseeing budgets, ensuring resources are being properly allocated, ensuring departments meet individual goals, etc..  Responsible for overall accountability to shareholders and the general public.

President/CEO

Manage the sales organization and am responsible for driving new customer growth, expanding wallet share with existing customers, and growing revenue.  Maintain regular contact with key vendors, distributors, customers and prospects.

VP of Sales

Managed corporate, government and educational accounts of all sizes in eastern and central Iowa.  Identified and qualified business opportunities; presented to executive levels of organizations and prepared formal proposals; led negotiations, coordinated complex decision making processes, and overcame objections to closure. Maintained a strong knowledge of technology initiatives and managed sales forecasts and reports to management.

Sr. Account Executive

ASAP Software Express, Inc.

Managed a team of inside sales representatives providing software solutions to organizations of all sizes across the Western portion of the U.S.  Vendor software solutions included Microsoft, IBM, Lotus, Novell, Corel, Symantec, Computer Associates, etc.

District Sales Manager

BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions and our passion is empowering people and creating wow experiences for our clients.

HELPING YOU FIND SOLUTIONS

We are powered by people who do business the Midwest way, delivering comprehensive business, financial and technology solutions including: business planning and consulting, tax, assurance and accounting, technology, workforce management, wealth management, and turnaround management services.

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