Position:
President and Founder at Trustway (Self-employed)
Work:
Trustway
since Jan 2000
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President and Founder
Bankers Life & Casualty
Apr 2008 - Sep 2010
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Branch Manager
America Income Life
Mar 2000 - Sep 2005
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MGA
Education:
The American College 2000 - 2003
Master of Science (MS), Financial Planning and Services
University of Alabama in Huntsville 1996 - 2000
Political Science, Graphic Design, Computers, Psychology
Skills:
Financial Education, Insurance, Financial Coaching, Investments, Money Management, Leadership, Business Development, Tax, Business Coaching, Coaching, Sales Management, Fixed Annuities, Sales, Financial Advisory, Financial Services, Small Business, Direct Sales, Long-term Care, Employee Benefits, Personal Finance, Retirement Planning, Strategic Financial Planning, Term Life Insurance, Marketing Strategy, New Business Development, Customer Service, Entrepreneurship, Training, Property & Casualty Insurance, Life Insurance, Retirement, Financial Planners, Health Insurance, Estate Planning, Banking, Disability Insurance, Finance, Risk Management, Commercial Insurance, IRAs, General Insurance, Whole Life, Wealth Management, 401k, Mutual Funds, Investment Advisory
Honor & Awards:
Who's Who in America, 1996-2006
Gathering of Eagles Leadership Award, 2007
Featured in Sports & Family Magazine, 2010-2012
Advisor of the Year, 2006
Top 100 Financial Educators, 2012