SVP, Wealth Management Distribution

Lincoln Financial Distributors

Lincoln Financial Distributors, Inc., a broker-dealer, is the wholesale distribution organization of Lincoln Financial Group. Lincoln Financial  Group is the marketing name for Lincoln National Corporation and its affiliates. LCN-2232909-090518

External Wholesaler

OneAmerica

Regional Sales Director

AXA US

I partner with AXA advisors to help their clients implement retirement savings plans in the 403B and 457 markets in the Midwest.

Regional Vice President

Ameriprise Financial Services, Inc.

I partnered with Ameriprise Financial Advisors in implementing Protection Planning with their clients. I did this through Point of Sale meetings, client workshops and education.

Genworth Financial

I partnered with Financial Advisors to assist them in having better conversations around Long Term Care Insurance. I worked with advisors at Ameriprise, Morgan Stanley, RBC, UBS, Merrill Lynch and Edward Jones. In my first year with Genworth, I achieved being in the top twenty five wholesalers out of seventy wholesalers.

Ameriprise Financial

I partnered with Ameriprise Financial Advisors in implementing Income Planning with their clients. I did this through Point of Sale meetings, client workshops and education.

TRANSAMERICA CAPITAL, INC

More than doubled North and South Carolina sales within the first year; improved sales by 50% in the Georgia territory in six months 
Work in partnership with the external wholesaler in representing Transamerica's mutual fund and annuity products to the bank channel
Analyze present market conditions and develop marketing campaigns
Maintain pipeline data and information on advanced markets, IRS regulations, and company guidelines
Manage key accounts throughout Georgia and the Carolinas including Wachovia, Sun Trust, Bank of America, Synovus, and UVEST - network with financial advisors within existing accounts to expand the account base
Profile representative accounts and identify additional products appropriate for client needs to improve mutual profitability
Write scripts for the sales team and make focused outbound calls to build relationships
Respond to service inquiries from bank representatives and assist in resolving client issues
Provide coaching and mentorship for other internal wholesalers and assist in resolving client concerns, representative account problems, and technical issues
Back up

Inside Sales

American Express

Converted an under-performing region to the top sales territory company-wide 
Supported fixed annuity sales in the Ohio and Western Pennsylvania territory and was given additional responsibility for Washington and Oregon due to performance and results

First American Funds

Managed the US Bank partnership and assisted in developing mutual fund business across the Western US

SVP, Wealth Management Distribution at GBI Wealth Management l Alternative Assets l Gold and Silver

As a Wealth Management and Retirement Leader, my focus is on steering organizations and advisors towards innovative wealth solutions. With an expertise in retirement planning and a deep understanding of the markets, I lead with a strategic approach to business growth and product distribution.

The core of my work lies in fostering relationships with financial professionals, ensuring they are equipped to help clients secure their financial aspirations. I've honed methods that resonate with brokers and planners nationwide, enhancing our partnership and mentoring framework.

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