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A results-driven and energetic field management executive who brings over 20 years of experience at the district and regional levels, assuming full P&L responsibility for sales unit.  Able to consistently build engagement and focus that drives business results in both start-up and Fortune 100 environments.

Leads by example

Leverages technology at all levelsStrategic, Critical thinker CollaborativeConfident public speaker Problem solver


Work experience

Apr 2010Present

Financial Representative


Asset planning, retirement planning, risk management, business consulting, and insurance planning for business owners and professionals. 

Apr 2003Dec 2009

Field Sales Leader

Allstate Insurance

Full responsibility for market P&L, recruiting, training, agency support, and achieving market plans on all lines of business.

#1 Field Sales Leader in Southern Region 2007

Key Manager Award 2003,2004,2007,2008

Frontline Leader Congress 2006, 2007

Sep 1993Apr 2003

State Sales Director

First Alliance Corporation

Organizing team member & founder of a life insurance holding company in 1993. Included strategy planning and execution of sales team.  Completed $13.75MM IPO 6 months ahead of schedule and $12 MM in Life Ins Premium in 4 years.

President's Council

2000 Leader of the Year

1999 Manager of the YearCompany merged with Citizens, Inc. in 2003. NYSE symbol: CIA

Aug 1988Oct 1993

Regional Sales Manager

United Income, Inc., United Security Assurance Co.

Regional Sales Manager for start-up life insurance holding company.  Built and managed sales team to complete a $17.5MM IPO and $14MM in Life Insurance Premium in 48 Months.

President's CouncilCompany now a subsidiary of First Southern Bancorp, Inc (KY)

Jan 1988Aug 1988

Research/Returns Supervisor


Supervised operations unit for CheckFree (Westerville, OH) Company is now owned by Fiserv NASDAQ symbol: FISV

Aug 1986Dec 1987

Financial Analyst

Gold Circle Stores division of Federated Dept Stores

Strategic planning,Forecasting and Budgeting for all Home Office departments, 76 Retail stores, and 2 Distribution Centers. Built Annual Capital Expenditures Plan and created periodic financial statements.




Morehead State University

MBA 60% complete.  Expected completion 2011



Indiana University Bloomington


Sales Trainer
Uses consultative sales training as a platform for moving sales representatives through the sales process.  Much of this is based on the principles used in the Dale Carnegie courses.  This creates a win-win relationship-building sales result. 
Microsoft Office Suite



Series 6,63,26,51

FINRA (Securities)

Life, Health, Property, Casualty

Commonwealth of KY