
Financial professional with a strong foundation in client service, investment concepts and regulatory standards. Former Series 7, 66, and insurance-licensed advisor with direct experience managing client portfolios, explaining products, and guiding individuals through complex financial processes. Blends analytical thinking with calm, disciplined communication built from years of emergency-response work and business ownership. Proven ability to support clients, simplify information, and build trust, ready to re-enter the industry, complete re-licensing, and deliver strong service for a firm focused on integrity and long-term relationships.
Built a national brand with millions of monthly viewers while managing operations, customer relations, contracts, and strategic growth.
13 years of structured, disciplined service requiring professionalism, calm communication, and precise information gathering.
Managed 80+ client advertising accounts requiring analytical review and performance reporting.
Handled all financial, operational, and compliance matters for a $4M organization.
Built a client book from $0 to $150M AUM through disciplined planning and relationship building.
Client Relationship Management