Creative Planning Business Services

As Director of Business Development at Creative Planning, I lead a nationwide team in developing strategic partnerships, driving revenue growth, and creating go-to-market strategies, working closely with business owners and leadership teams to align service offerings with market demands and foster long-term client relationships.

Partner, Director of Business Development

My career progression continued with a transition to Director of Channel Sales, where I led a specialized group of sales team members focusing on specific industries. This transition marked a strategic shift from geography-based to industry-specific expertise. I played a crucial role in aligning our sales efforts with industry needs, resulting in a more focused and impactful approach to client engagement.

Director of Channel Sales

Building on my experience as a Market Sales Leader, I embraced additional responsibilities by leading the South Sales Team while managing sales efforts across Iowa, Missouri, Nebraska, and Wisconsin. This expanded role allowed me to further refine my leadership skills, develop a cohesive team, and consistently exceed sales targets.

Regional Sales Manager- IA, MO, NE, WI

As a Market Sales Leader, I spearheaded business development efforts within a designated market, contributing to the company's growth in the Cedar Rapids / Iowa City areas. I successfully identified opportunities, cultivated relationships, and leveraged a strategic approach to enhance client engagement and revenue generation. This role laid the foundation for my leadership journey within BerganKDV.

Market Sales Leader

GreatAmerica Financial Services

Strategically expanded a leasing portfolio in collaboration with Managed IT providers affiliated with Connectwise's IT Nation Evolve community. My role encompassed fostering relationships within this dynamic community to drive portfolio growth.

A highlight of my tenure was the opportunity to embark on a journey of transforming sales approaches. I engaged in comprehensive training, both in small group settings and as a speaker on a conference panel. The focus of this training was to shift the sales paradigm towards promoting services as monthly subscriptions, transcending the conventional project-based model. This experience not only broadened my expertise but also allowed me to share insights and contribute to industry-wide discussions.

Business Development Manager

Loving The Dream, Inc

Entrepreneurial spirit drove me to establish and manage a successful career in the direct sales industry. I had the privilege to support and lead a team of 500+ women while actively engaging in personal selling. I took pride in continually listening to the marketplace and responding to changes in buying behaviors.

Owner, CEO

Rockwell Collins

Laid the foundation of my career in software engineering, developing cutting-edge solutions and contributing to various projects in the aerospace industry.

Software Engineer

Esterline AVISTA

Digital Canal Corporation

Computer Programmer

Passionate and Results-Driven Sales Leader | Business Advocate | Community Enthusiast

Welcome to my LinkedIn profile! I’m currently the Director of Business Development at Creative Planning, where I lead a talented team focused on driving growth, building meaningful client relationships, and creating strategies that deliver value. With over two decades of experience, I’m passionate about helping businesses succeed by connecting them with the right solutions and opportunities.

What motivates me most is making an impact—whether it’s supporting a client’s journey, mentoring my team, or contributing to community initiatives. I believe in the power of collaboration, creative thinking, and meaningful relationships to fuel success.

If you’d like to connect or chat about opportunities, I’d love to hear from you!

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