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Work Background
Financial Advisor
Legacy Retirement StrategiesFinancial Advisor
Jan. 2025
Agency Training Instructor Senior
COUNTRY Financial®Agency Training Instructor Senior
Nov. 2023 - Dec. 2024Bloomington, Illinois, United States
Financial Planner
Prudential FinancialFinancial Planner
Jan. 2022 - Nov. 2023Bloomington, ILFinancial Planner • Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
Regional Director
Prudential FinancialRegional Director
Jan. 2021 - Jan. 2022
Manager, Financial Services
Prudential FinancialManager, Financial Services
Jan. 2019 - Dec. 2020Bloomington, Illinois
Life Coach for Personal and Professional Development
Legacy Coaching PlusLife Coach for Personal and Professional Development
Sep. 2017If you are looking to take your personal and professional life to the next level then lets schedule a time to talk. I can help bring more awareness in areas such as finance, relationships, health, or any area that is important to you, and with that awareness begin to support you in achieving your goals.
Manager, Training and Development
The Prudential Insurance Company of AmericaManager, Training and Development
Sep. 2015 - Jan. 2019Bloomington, IL
Financial Professional Associate
The Prudential Insurance Company of AmericaFinancial Professional Associate
Aug. 2012 - Sep. 2015

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