Strategic operator with a proven record of building and scaling high-trust services across regulated financial services, mortgage operations, and entrepreneurial ventures. Founded and expanded a licensed insurance and notary agency across 8 states, securing 21+ carrier appointments, $208K+ in annualized premium, and a network of 50+ agents with compliance-first onboarding systems. Former Rocket Mortgage banker with experience handling 1,000+ client interactions per week under strict regulatory requirements. Demonstrated ability to launch and exit consumer-facing ventures (café + franchise, real estate repositioning) while maintaining profitability and growth. Trusted for translating complex rules into simple client workflows, designing automation to improve compliance, and creating environments where teams and communities thrive.
ACCOMPLISHMENTS & RECOGNITION
Equity Ownership & IPO Participation: Held equity at Rocket Mortgage and contributed to the company's transition to the New York Stock Exchange (NYSE) listing.
National Sales Recognition: Awarded at the MGM Grand Arena in Las Vegas for top-tier sales performance within PHP Agency’s nationwide field force.
Executive Endorsement: Received a personal letter of recognition from Patrick Bet-David, Founder of PHP Agency, highlighting recruiting excellence and national leaderboard ranking.
Elite Recruitment Performance: Built and sustained one of the top-performing recruiting pipelines, driving measurable expansion of agent headcount.
Technology Development: Co-founded and currently building a custom CRM platform with three partners, creating proprietary tech designed to streamline insurance distribution and compliance.
Industry Recognition & Offers: Received contract offers from Financial Organizations, including full sponsorship of Series 6/63/7 licensing and a six-figure compensation package.