Results-driven Principal Advisor with expertise in analyzing complex financial data and leading client meetings. Proven ability to build strong client relationships and deliver actionable investment strategies.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Principal Advisor
Principal Financial Group
Sioux Falls
03.2021 - Current
Analyze complex financial data to provide actionable insights.
Led client meetings to discuss investment strategies and performance reviews.
Build strong relationships with clients and referral partners
Knowledge on different options available to clients including investment, life insurance, disability insurance and long term care insurance
Agent
New York Life & NYLIFE Securities
Sioux Falls, SD
09.2013 - 03.2021
Developed tailored financial plans to meet clients' unique needs and goals.
Analyzed market trends to provide informed investment recommendations and strategies.
Cultivated long-term client relationships through consistent follow-up and personalized communication.
Educated clients on insurance products, ensuring understanding of benefits and coverage options.
Director
Lutheran Social Services Consumer Credit Counseling Services
Sioux Falls, SD
08.2008 - 08.2013
Led strategic initiatives to enhance financial literacy programs for diverse communities.
Developed and implemented policies to improve client financial counseling services and educational programs.
Administrator of HUD NFMCP ( National Foreclosure Mitigation Counseling Program) and many other grant programs.
Mentored staff, fostering professional development and enhancing team performance in credit counseling services and adhering to grant guidelines.
Oversaw all aspects of 2 million program including all grant programs, budgets, marketing, collocations, and networking with referral programs.
Oversaw 9 satellite locations and collaborations in those communities including oversight of staff and grants
Operations Manager/ Client Services Manager
Lutheran Social Service Consumer Credit Counseling Services
Sioux Falls, SD
06.1998 - 08.2013
Streamlined operations to enhance service delivery and client satisfaction.
Developed training programs to elevate staff performance and operational efficiency.
Implemented process improvements resulting in increased productivity across departments.
Led cross-functional teams to identify and resolve operational challenges effectively.
Education
Bachelor of Science - Business Administration, Emphasis: Management
Mount Marty University
Yankton, SD
05-1994
Skills
Work coordination
Project management
Organizational development
Project coordination
Certification
Designations: AIF, CDFA, CLTC, RICP
Timeline
Principal Advisor
Principal Financial Group
03.2021 - Current
Agent
New York Life & NYLIFE Securities
09.2013 - 03.2021
Director
Lutheran Social Services Consumer Credit Counseling Services
08.2008 - 08.2013
Operations Manager/ Client Services Manager
Lutheran Social Service Consumer Credit Counseling Services
06.1998 - 08.2013
Bachelor of Science - Business Administration, Emphasis: Management