Dynamic communicator with a strong background in financial services and leadership. Passionate about retirement planning and public service. Enthusiastic teacher and empathetic listener adept at building a positive culture for success.
Overview
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1
Certification
Work History
Member Services Field Representative
TCDRS
Austin, TX
2014 - Current
Conducted over 5500 personal benefit counseling sessions and given over 500 group presentations for TCDRS members at more than 400 employers.
Managed customer relationships with several top 25 employers including Dallas, Smith, Williamson, Collin, McLennan, and Brazos Counties.
Trained MSFR team in effective webinar hosting to provide quality web-based retirement education.
Facilitated the increase of online member registrations at Dallas County from 60 to 81 percent during the third quarter of 2023.
Mentored and instructed new MSFRs on company knowledge and advanced team processes so that they would be successful in the field.
Achieved the designation of Certified Retirement Counselor through the International Foundation for Retirement Education, held since 2016.
Campaign Manager
Better with Brigid
Cedar Park, TX
2022 - 2022
Developed and implemented comprehensive campaign strategies to maximize campaign success.
Hired campaign staff positions and defined all individual roles.
Organized events such as rallies, receptions, and fundraisers to generate publicity.
Established internships with a local university to recruit talent and achieve campaign objectives.
Monitored progress of campaign and provided regular updates on performance metrics.
Candidate for US Congress
Hanke for Texas
Liberty Hill, TX
2019 - 2020
Recruited and managed staff to accomplish critical campaign objectives including field, finance, communications, and digital engagement.
Created a strategic vision and platform for local and national policies, specifically in the areas of healthcare and financial security.
Built a supportive network of influence consisting of US House members, State Representatives, and local officials.
Financial Representative
Guardian Life Insurance
Austin, TX
2014 - 2014
Organized meetings with potential clients to discuss their financial goals and objectives.
Evaluated customers' existing policies and recommended changes or additional coverage.
Analyzed client capital structures and plans and suggested products and financial strategies to meet needs.
Education
Bachelor of Arts - German and International Studies
Southwestern University
Georgetown, TX
Skills
Team Leadership
Customer Relationship Management (CRM)
Large Group Presentations
Public Speaking
Problem-Solving
Decision-Making
Customer Service
Program Planning
Strategy Development
Team Management
Staff Development
Operations Management
Affiliations
Singer-songwriter and bandleader
Lead guitarist for Macedonia Baptist Church services
Certification
Certified Retirement Counselor - International Foundation for Retirement Education
General Lines Life, Accident, and Health License
Dale Carnegie High Impact Presentations Certification
Timeline
Member Services Field Representative
TCDRS
2014 - Current
Campaign Manager
Better with Brigid
2022 - 2022
Candidate for US Congress
Hanke for Texas
2019 - 2020
Financial Representative
Guardian Life Insurance
2014 - 2014
Bachelor of Arts - German and International Studies
Member Services Field Representative II at Texas County & District Retirement System (TCDRS)Member Services Field Representative II at Texas County & District Retirement System (TCDRS)