Focus: Insurance Strategies, Investment Strategies
I consider myself to be a proactive, innovative wealth management leader with a record of success in striving to increase revenues and expanding the company’s market share. My background in improving Financial Professional’s productivity through one-on-one coaching, team optimization, and portfolio transitioning practices are just a few areas where I have set myself apart from my competition.
A few key skills and qualifications I have acquired throughout career include:
✪ Extensive background in collaborating with multiple departments and all levels of the organization to successfully exceed not only the customer’s goals, but the company’s financial objectives as well.
✪ Ability to positively develop and mentor employees to exceed their professional goals through strategic goal setting, structured one on one coaching, and providing valuable feedback related to opportunities for improvement.
✪ Skilled in managing multiple locations simultaneously through effective communications techniques while exceeding financial metrics.
As a Managing Director at Synergy Wealth Solutions, I assist top financial professional teams in further scaling and growing their practices through team development, team formation, and client retention strategies aimed at increasing holistic financial services saturation, and major transition strategies.
I have been recognized for my superior work performance from my peers and senior managers. Furthermore, I am looking forward to gaining new insight and perspective from those in my industry and welcome the opportunity to expand my professional relationships.
Check the background of this investment professional on FINRA’s BrokerCheck
16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689