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Seeking Speaking Opportunities on main stage or breakout rooms and need a world-class speaker and topic.
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Work Background
Crossroads Wealth PartnersDirector of Training
Nov. 2021Chicago, Illinois, United StatesCrossroads Wealth Partners is a new kind of brokerage firm. This ain't yo grandpa's insurance brokerage! We've identified a huge gap in the insurance and financial services space. You either have the traditional career agency system where you're pigeonholed into selling only that company's products or you're independent and have access to everything but you're lacking the camaraderie and training provided in the career system. Also, most Independent Marketing Organizations (IMO) are focused almost solely on universal life chassis products. Whole life is considered a thing of the past. What we know is that there is a great place for Whole Life Insurance in a client's insurance portfolio and that world-class training is lacking in both the career and independent systems. That's why we created Crossroads Wealth Partners where we're building a community of producers who want the freedom of being independent but also the sense of belonging and great training that USED to be part of the career system. At Crossroads Wealth Partners you can be independent without feeling alone.
Solid Rock Financial Group, Inc.Chief Operating Officer
Feb. 2021 - Feb. 2025Bismarck, North Dakota, United StatesCoaching the advisors of Solid Rock Financial Group to develop their financial consulting skills while building a world-class culture based on our values of Integrity, Trust, Vulnerability, Gratitude, and Transparency. I also help oversee the entire operation of a $1,000,000 annual producer.
Life Wizard Coaching and SpeakingProfessional Speaker | Mindset & Transformation Coach
Jun. 2020Greater HoustonI help people let go of the emotional baggage that keeps them stuck—and install the real version of themselves. As a professional speaker and transformation coach, I work with business owners, professionals, and high-achievers who are ready to stop repeating old patterns and start showing up with clarity, confidence, and purpose. Through LifeWizard Speaking & Coaching, I deliver keynote talks, experiential workshops, and 1:1 or small-group coaching that help people: Help high-performers release emotional baggage through subconscious work, burnout recovery, and emotional reprogramming Break through self-sabotage and limiting beliefs Rewire the emotional patterns that drive money and life decisions Recover from burnout and rediscover meaning in their work Build habits rooted in forgiveness, resilience, and self-leadership Align their personal, professional, and financial lives Stop playing small—and start living like they mean it I’m also the creator of Let That Shit Go: Install the Real You™—a framework for emotional reprogramming and identity transformation. My talks are emotionally raw, often funny, and always real. Whether I’m on stage or on a Zoom call, my goal is the same: help people see what’s really holding them back—and give them the tools to shift it. I specialize in emotional reprogramming, identity transformation, and actionable mindset work that leads to deep, lasting change. Topics include: Emotional Baggage & Financial Behavior Mindset Mastery for Business and Life Let That Shit Go: Install the Real You Networking Beyond the Elevator Pitch The Psychology of Personal Growth 🎯 Let’s talk if you’re planning a retreat, conference, company training, or podcast—and want someone who speaks from the heart, tells the truth, and makes transformation feel doable.
Caliber Collision CentersManager, Training and Development
Sep. 2016 - Aug. 2017Lewisville, TexasIn 2016 I shifted my career once again. Starting in 2011, I had been training personal growth and leadership development classes for a company in Houston a couple times a quarter. One of the clients of that company was Caliber Collision. In 2013 Caliber decided to bring the training "in-house" and created a program called Platinum Leadership Training. In 2016 they offered me an opportunity to run that program. So I put my financial planning practice on hold to pursue the opportunity. While there I was responsible for training Platinum Leadership Training and Changing Lanes classes for this high growth company who, at the time, employed over 11,000 team members in 17 states. A year later another opportunity to do the same kind of training but with some ownership came to me and I parted ways with Caliber.
High5 LeadershipLeadership Trainer & Facilitator
Jan. 2016Greater HoustonAt High5 Leadership, we believe transformation happens when people stop playing small—and finally say yes to the life they’re meant to lead. As a trainer and facilitator, I lead immersive, emotionally intelligent leadership experiences that help individuals and teams: Step into personal responsibility and out of victimhood Communicate with authenticity, clarity, and impact Build self-awareness, confidence, and team trust Let go of old stories and limiting beliefs Become leaders others actually want to follow High5 programs aren’t your typical slide-deck-and-snacks leadership training. They're deeply experiential, emotionally charged, and designed for real-world transformation—not just head knowledge. Since 2016, I’ve facilitated programs for entrepreneurs, corporate teams, educators, non-profit leaders, and everyday people ready to level up who they are and how they lead. Learn more at 👉 www.high5leadership.com Interested in bringing this kind of transformational leadership training to your team or organization? Message me. I’d love to share what’s possible.
Circle of Wealth® by MoneyTraxNational Sales Trainer
Jan. 2007 - Dec. 2015Atlanta, Georgia, United StatesAfter mastering the use of the Circle of Wealth system by MoneyTrax, I began training other financial service professionals around the United States in how to use it, as well. I spoke on stage in front of hundreds of industry professionals each year at their annual conference and also helped create many of the modules within the system to help advisors to more effectively communicate complex concepts to their clients.
Wealth Design GroupVice President
Dec. 2003 - Sep. 2016Houston, Texas, United StatesWealth Design Group was the Houston agency for Guardian and, in addition to running my financial planning practice, I also helped train new agents on the sales processes and systems.
Guardian LifeField Representative
Jan. 2002 - Jul. 2016Houston, Texas, United StatesAfter leaving New York Life I joined up with Guardian because they were the biggest insurance company that was utilizing the LEAP system. While at Guardian, I dove into LEAP and attended many conferences and my planning practice began to flourish. In 2003 we had a General Agent change and the new GA, Rick Ray, introduced me to MoneyTrax and the Circle of Wealth system. Learning the Circle of Wealth was the single most important thing I've done in the 25+ years I've been in the industry. While at Guardian, I qualified for the Million Dollar Roundtable and various company Council meetings. I also got involved with the Financial Planning Association, NALU (National Association of Life Underwriters), NAIFA (National Association of Insurance and Financial Advisors) and served on the board of directors for HAIFA (Houston Associate of Insurance and Financial Advisors).
Destiny Financial GroupOwner
Aug. 1996Houston, Texas, United StatesAs a Certified Financial Planning Professional® with over 25 years of experience, I help clients gain clarity and confidence in their financial lives by aligning strategies with their goals, values, and behaviors. My approach goes beyond spreadsheets and products—because money isn’t just about numbers. It’s about people, decisions, and the beliefs that drive them. Through Destiny Financial Group (my independent DBA), I’ve partnered with firms including Guardian, Wealth Design Group, and Solid Rock Financial Group to provide clients with access to quality planning tools, risk management options, and long-term strategy guidance. Throughout each stage of life—whether building wealth, planning for retirement, or protecting what matters—I aim to simplify complex concepts and empower clients to make informed, values-driven decisions. Areas of focus include: Retirement income strategies Life and disability protection Cash flow awareness & habit-based planning Values-based financial guidance Business owner and legacy strategies 📩 If you’re looking for personalized guidance from someone who understands both the numbers and the emotions behind them, feel free to message me directly. I left New York Life in December of 2003 and dissolved my partnership with Walter because he left the industry.
ExxonSystems Analyst
Jun. 1991 - Aug. 1996Houston, Texas, United StatesI was a systems analyst at Exxon Pipeline company where I helped various business units with accounting systems, invoices, tracking product transported through the pipeline, and reporting of spills to the EPA and other government agencies. My biggest skill was talking to the users and understanding their needs and creating solutions using software that would allow them to more efficiently and effectively conduct their business.
Pro-Motion Services Corp.Warehouse Worker
Jan. 1983 - Dec. 1987Rock Island, Illinois, United StatesMy parents had a successful small business selling fundraising candy and products along with wholesaling candy to restaurants, grocery stores, convenience stores, and ball park concession stands. I started working there when I was 14 years old and continued throughout high school. My many jobs include loading and unloading trucks, pulling orders, delivering orders, setting up candy displays at the businesses we serviced, and I even created a software program to keep track of our inventory and price list.
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