At Pages2Stages, I serve as the primary client-acquisition operator while building repeatable sales systems across CRM workflows, pipeline tracking, client handoffs, and follow-up. I also partner with leadership on offer design and business-development strategy.
At Northwestern Mutual, I built a financial-planning practice and held field-leadership appointments in recruiting, advisor development, training, coaching, and office operations. As Managing Director in Greater Tampa Bay, I built and operated a district office and served on the firm’s Board of Directors.
In Northwestern Mutual leadership roles, I developed onboarding and training for financial advisors, facilitated recurring sales meetings, and coached professionals on prospecting and client acquisition. After corporate leaders observed local curriculum, I was selected to record national training on prospecting and financial-planning software.
Earlier, I advised military members and families at USAA and supported shareholders across investment services and brokerage operations at T. Rowe Price. I hold FINRA Series 7, 63, 66, and 26 licenses, along with Florida 2-15 Life, Health and Annuities.
