I am an Insurance and Financial Services professional with broad experience in all aspects of recruiting, insurance, trading, investments, personnel and resource management. With my direct experience in financial services, insurance, compliance and auditing, I lead successful results-oriented teams - whether at the branch, state, regional or enterprise levels.
Specialties: Insurance and securities leadership and management, fiduciary 3(21) and 3(38) retirement plans, business development, recruiting, stock, bond, and options trading, team building, and regulatory compliance.
Director Of Business Development
7300 Wealth Management, LLC.
April 2016 -
Develops new clients for a fee-only investment management and fiduciary financial planning firm located in Colorado Springs. Specializing in all types of employer sponsored retirement plans (both 3(21) and 3(38) fiduciaries), business owner succession planning, and comprehensive wealth management strategies.