Financial professional with commitment to delivering tailored financial advice and supporting clients in achieving their financial goals. Proven ability to develop and maintain client relationships through effective communication and collaborative approach. Known for adaptability and results-driven mindset, leveraging financial planning expertise and analytical skills to drive positive outcomes.
Collaborates with overall team on client acquisition and retention, prioritizing relationship and trust building.
Structuring comprehensive financial plans for high net worth individuals making $400,000 plus household income.
Communicating effective strategies to families and small businesses on investment, risk management, and estate planning optimization.
Prospected accredited investors and qualified clients who were suitable for the alternative investment space.
Ran powerpoint meetings with a pitch deck demonstrating the added value of the hedge fund to their portfolio.
Recruited and trained new investor relations team members, helping them pass their Series 65 securities exam and acquire client facing skills.
Ran my own book of business, prospecting potential families looking for personal financial services.
Closed and onboarded clients, delivering both insurance and investment solutions.
Recruited new team members and assisted them in studying and passing their FINRA life exam.
At Northwestern Mutual
* Achieved FORUM status advisor recognition - an accolade given to the top 2% of insurance production in the entire firm.
* Onboarded $738,000 of insurance premium in the year 2024 - the most out of any producer in West Houston.
* Recognized as "Advisor of Year" in 2024 amongst all Houston NM offices, which has more than 300 plus advisors.
Life and Health License - TX
Securities Industry Essentials Exam (S.I.E)
Series 6 License
Series 63 License
Series 65 License