I am passionate about working with experienced financial advisors to help them grow their practices. I coach individual advisors and advisor teams about the need for a repeatable and scalable process for serving their clients. We do this by establishing specific roles and responsibilities for all members of their team.
I have been building successful high-performance sales teams for the past 20 years. I have worn many different hats in the organizations that I have worked with, from being the leader of small sales teams to large groups of multiple sales teams. In the last 11 years I have found my true passion working with financial advisors and helping them grow both personally and professionally.
I work for Third Coast Advisors, an agency within the Guardian Life Insurance Company as a Managing Director throughout the State of Wisconsin and Northern Illinois. Third Coast Advisors is a full service financial planning firm serving thousands of individuals, families, and small businesses throughout the United States.
If you would like to learn more about how we can transform your practice through development of a scalable sales and service process, please contact me via email at email@example.com!
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.