Wise Rhino Group
Firm focused on assisting Retirement Advisory firms with growth through partnership strategies.
Senior Plan Consultant
Consulted plan sponsors in areas of Plan Design, Fee Benchmarking, Fiduciary Compliance, Investment Selection & Monitoring
Lincoln Financial Group
Regional Sales Director – Defined Contribution Sales
Managed North Texas and Oklahoma markets, distributing Lincoln’s various retirement plan solutions through financial advisors.
VP- Retirement Plan Counselor
Managed sales territory in Texas, Oklahoma, Arkansas and Louisiana markets. Raised and retained assets through sales of corporate retirement plans sold through advisory and consultant market.
Prudential Retirement Services
VP – Western Division Retirement Plan Sales
Led intermediary salesforce of 12 sales professionals covering the western United States. Distributed through broker/dealers, consultants and employee benefit brokers.
Top 5 Albums of all time:
Late For the Sky – Jackson Brown
After The Gold Rush – Neil Young
Hotel California – The Eagles
Rumours – Fleetwood Mac
Pet Sounds – The Beach Boys
Musical artist you would most like to have a meal with (alive or dead):
Song Lyric that best describes you:
guns and money,
Dad get me out of this
Musical Artist you would most like to see perform (alive or dead) Glen Frey