Mission: “To Coach and Develop ELITE BUSINESS PEOPLE Who Want More Out of Life … Helping Them Get Where They Want to Be … When They Want to Be There.”

Comprehensive experience and professional knowledge from an extensive career and proven, record of success in Financial Services.

Successful Experiential Roles Include:

• Building a business through prospecting, networking and referrals to become a successful Financial Advisor
• Growing A Variety of Different Markets via Roles as Branch Manager, Complex Director, Regional Director, Field V.P. ,etc.
• Always Upholding a Clean Record of Compliance and Regulatory Matters
• All Roles Listed Include Successful Execution In the Following Areas:
• Client Acquisition: Affluent and Ultra-Affluent
• Coaching and Motivating Financial Advisors Toward Substantial Business Growth
• Financial Advisor and Branch Team Building
• Recruiting and Developing Experienced Financial Advisors
• Hiring and Training Novice Financial Advisors To Experience Successful Careers
• Building Formal Comprehensive Financial Planning Relationships With Affluent Clients
• Increasing Evergreen Fee-Based Business
• Coaching and Mentoring Branch Managers To Grow Their Markets
• Successful Execution In Both Employee and Independent Advisor Business Models
• Understanding and Spearheading A Wide Variety of Product Solutions
• Always Upholding a Clean Record of Compliance and Regulatory Matters

• University of Illinois at Urbana-Champaign, Masters of Business Administration- Specializations: Finance and Marketing
• Marquette University, Milwaukee, WI, Bachelor of Science, Business Administration-Specialization: Finance
• The Wharton School, University of Pennsylvania -(SIA) Securities Industry Institute: 3 year executive education program, consisting of over 90 hours of in-person sessions, Engaged with Wharton faculty, visiting faculty, industry practitioners and global peers, and Developed skills and enhanced investment and industry knowledge
• The Wharton School, University of Pennsylvania – (SIA), Wharton/Securities Industry Association (SIA) Leadership Institute
• PBCA, CPBC

• Driving Business and Professional Growth by Coaching and Developing Elite Business People in Key Areas Including:
• Vision/Values/Purpose
• Marketing/Client Acquisition
• Client Engagement/Comprehensive Advice
• Collaborative Case Work/Development
• Comprehensive Product Solutions
• Training/Coaching
• Business Management
  – Practice Structure and Roles
  – Recruiting
  – Team Management and Development