After more than four decades in the financial services industry, I’m grateful for the opportunities I’ve had to lead, mentor, innovate, and help advisors and clients navigate retirement and financial planning challenges. From leadership roles at Raymond James and iCapital to serving on industry boards and contributing to financial publications, the journey has been incredibly rewarding. I’m excited to continue sharing my experience through advisory and board opportunities. Here is my biography.

I am excited to share my professional biography, which highlights my 38 years of experience in insurance, financial services, and product distribution. My journey with AmeriLife has taken me from agent to senior executive, where I have had the privilege of leading teams, developing products, and shaping strategies that drive growth and impact. I am passionate about applying my knowledge and leadership to help organizations thrive.