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Having over 25 years of award-winning experience in high-dollar, high-profile Executive Leadership, my unique advantage is my wide range of experience, from Business Development, Marketing, Advertising and Operations, along with my ability to effectively recruit, retain and manage all levels of talent from front line staff to a top executive team. My success is also tied closely with my ability to create compelling methods of cost savings, huge revenue development and building trust inside and outside the company by being true to my word. My initiatives have been wildly successful, turning short and long term strategies into action steps that work. My intense focus on the customer’s experience has been the cornerstone of my Leadership strategy and the key to my success.

Key Skills: Dynamic leader, mentor, and collaborator at all levels • Strong business ethics • Skillful negotiator • Early adopter of technology • Deeply skilled in expanding new and existing customers • Natural leadership instincts • Thrives in a versatile environment • Skilled at assembling/directing strategies & action plans • Leads by creating genuine relationships • Impeccable record of success • Unmatched work ethic • Quickly adapts in challenging environments.

Specialties: Sales & Support Leadership • Business Development • Product Development • Risk Management Operational Improvement • Contract Negotiation • Market Expansion • Team Development/Training.

Work experience


Chief Production Officer

American Equity Mortgage

American Equity Mortgage is a St. Louis mortgage company dedicated to finding the perfect solution for our client's financing needs. We offer a wide variety of unique mortgage programs to help homeowners and home buyers in St. Louis and throughout the country.

  • Recruit experienced loan originators in identified markets  with opportunities for growth and expansion.  
  • Coach and Train Regional Sales Directors to standards of high performance focused on consistent originator production of $1M or more in volume/month 
  • Strategic consulting including business plan development for branch offices as well as sales strategy development for our originators to maximize ROI .
  • Focus on Professional Development with active involvement in industry and economic trends to remain competitive and to be distinguished in the industry as a leading mortgage lender.


Senior Vice-President, Marketing and Sales

Foundational Financial Partners, LLC

Our mission is to be the preeminent company for advisors to affiliate. A place where Independence meets Support, Service and Success. A true partnership between Advisor and Company.

  • Lead growth strategies related to recruiting experienced advisors to our brokerage platform.  Growing revenue from zero to $250,000 in eighteen months.
  • Leverage existing Pension and Group Health Plans of TFB to provide comprehensive planning opportunities for employees of these plans. Developed Financial Education in the Work Place opportunities for our team of advisors leading to an additional $250,000 in revenue.
  • Grew AUM through our B/D relationship  from zero to $36M by attracting experienced asset managers.
  • Coach new and experienced advisors on practice development, team selling, risk management and succession opportunities.
  • Strategic Consulting, including business plan and sales strategy development for our advisors.


Ozark Charters
  • Created company from scratch as a family based leisure business providing a once in a lifetime experience to vacationers, locals and fellow boating enthusiasts.
  • Personally developed; business plan, company name, legal protection, website, company branding, and marketing/advertising strategies.
  • Revenue growth each year.  Expanded fleet after only two years.
  • Client acquisition has grown significantly  with repeat bookings exceeding 30%

Market Leader / Managing Director

  • Strong experience guiding teams in Sales, Finance, Customer Service, Legal, HR, and Marketing; responsible for $31M revenue organization, covering up to 11 locations over 4 states, having $23M in incremental revenue last year and $2.15B in AUM.
  • Acquired a bankrupt organization in 2012 with 5 locations and a $1.3M loss and turned it profitable within 9 months, including saving $700K in capital assets.
  • Returned a total ROI of 19% first year and over doubled the bottom line revenue.
  • Increased overall productivity by 25% last year. Saved 66% of home office processing time through the smart prioritization of work.
  • Consistently exceeded business plan expectations, and recognized in the top 10 organizations within a $69B umbrella company 4 times since 2008, and awarded as one of the top Managing Directors numerous times in recent years.
  • Completely rebuilt a sales organization losing $2M a year and grew top talent by 139% and annual revenue to $6.6M in just 2 years – started at the bottom of 182 firms of its kind, and ended near the top within 24 months.
  • Managed in the top 6% worldwide in top performer numbers.
  • Continued this skyrocketing trajectory to become a top firm in the country in its sector at $23M a few short years later.
  • Created study groups across peers to share best practices and new ideas and turned competitors into trusted joint venture partners.
  • Implemented a “client engagement model,” leading to vastly higher customer satisfaction and retention. Slashed 1/3rd off the business processing time from a thorough audit.
  • Opened the lines of communication between business areas to greatly enhance process improvement rate.
  • Created an inbound/outbound call center to touch 200,000 client base, boosting sales opportunities by over 1200 annually; adopted nationally as best practice.
  • Compiled an expert team as a centralized resource of highly needed information; this grew recurring revenue from $200K to $5M annually.

Senior Sales Director

  • Hand picked by Regional VP to manage top clients covering 3 states.
  • Grew productivity of top group by 32% in two years.
  • Developed “Advisor Teaming” platform which increased advisor retention by 53%.
  • Drove bottom line savings of $2.3M by consolidation of 5 operations locations to 1.

Managing Director – Small Market

  • Relocated from MD to NE to reestablish presence in Omaha market.
  • Grew office from 5 advisors and $400K of revenue to 21 and $2.6M of revenue in 3 years.
  • Recruited top talent from competitors allowing me to be recognized as a top manager in the company in 2000 and 2001.
  • Exceeded business plan expectations each year I led the organization, allowing us to achieve 20% ROI.



Bachelor of Science

Longwood University

Graduated Magna Cum Laude, Double major Chemistry and Biology


  • Life Underwriting Training Council Fellow (LUTCf)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Advanced Management Training Course (AMTC)
  • Professional Speakers 
  • Bachrach Financial Planning
  • Client Engagement and Advanced Client Engagement Model (Richardson)


  • Life and Health License
  • Series 6 License
  • Series 7 License
  • Series 8 License
  • Series 9 License
  • Series 24 License
  • Series 63 License
  • Series 65 License


  • Ameritas Leaders Conference 2016
  • Managing Director Chairman's Conference Qualifier - 2007, 2008, 2013
  •  Managing Director Leaders Conference Qualifier - 1999, 2000, 2005, 2006, 2010, 2011, 2012
  • Sales Manager of Year - 1995 and 1997 
  • Leaders Conference Qualifier - 1992 and 1993
  • Sophomore Advisor of year - 1991
  • Rookie Advisor of the year - 1990