Northwestern Mutual

Financial Advisor

Financial Representative

•	Resident Expert in Al Granum’s One Card System, and actively working to apply its time-tested principles to our advisor’s practices
•	Met 3x a week with every new Financial Advisor that I have recruited to make sure they are on track to accomplish all their goals
•	Have coached over 10 advisors, including some of the most successful new reps in the firm

Business Coach

•	Hit and exceeded my yearly goal in my first 4 months and finished the Awards year (June 22-June 23) as the Top Recruiter despite starting in December.
•	Manage the selection process, including reviewing resumes, conducting interviews, and guiding candidates through the many steps to onboarding. 
•	Responsible for the hiring of 10 Northwestern Mutual Advisors actively working to ensure the financial security of the Gainesville community.

Director of Selection

•Promoted to WMC AFA after getting investment licensed with a series 7 and finishing the required product qualifications and trainings.

Wealth Management Company Associate Financial Advisor

•	Assist and spearhead the continued growth and development of Financial Advisor Matt Davis’s clientele
•	Analyze a client’s situation and construct a customized financial plan for them
•	Make recommendations and illustrations for Matt Davis to present to clients

Assistant Financial Representative

World Sports Alumni

•	Represent over 300 athletes from the NFL, NBA, MLB, Boxing etc… Including 5x Super Bowl Champion Pepper Johnson, NBA Star Nick Andersen, and Heavyweight Champions of the World Evander Holyfield and Pinklon Thomas

•	Heading up an expansion of the WSA brand into the Gainesville and Jacksonville community that will include both local athletes and businesses

•	Promoted to Team Leader and trained, assigned tasks, and did quality control for my team of interns

•	Manage marketing, create ads, and run social media accounts for World Sports Alumni and its clients including Sword Masters Club, Papa Lozzi Italia Restaurant, University Club of Orlando, The Brandon Meriweather Show, and many others

Sales And Marketing Representative / Team Leader

University of Florida

•	Responsible for everyday operations, including setting up and orchestrating practices and drills particularly for the Wide Receivers.
•	Work 40+ hours a week, which includes laundry for entire team and staff, and manage the equipment for the team.
•	Travel with team and assist and chart statistics for WR Coach, Billy Gonzalez.

Football Student Manager

Bubba Gump Shrimp Co.

•	Developed interpersonal skills; interacted/entertained customers (2-3 hr wait time most nights)
•	Led a group of 3-4 in dealing with guests, busing tables, checking bathrooms, and doing dishes 
•	Responsible for waitlist and staying on schedule
•	Fluent in Bubba Gump Trivia

Host

As a Financial Advisor at Northwestern Mutual, I am passionate about helping clients achieve their financial goals and dreams. I leverage my FINRA licenses, my CFP courses, and my unique blend of expertise in sport and business management to craft tailored financial plans that suit their needs and preferences.

My professional journey is driven by my values of humility, discipline, and courage. I am always eager to learn, grow, and make a lasting impact on the lives I touch. I invite you to join me on this exhilarating journey as we revolutionize the realm of financial planning and build a future where our actions are guided by our intentions.

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