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<p>Seasoned Financial Advisor with 10+ years of experience managing client portfolios, delivering strategic advisory services, and driving revenue growth. Proven record of exceeding targets and cultivating high-net-worth client relationships through comprehensive financial planning and proactive client engagement.</p>
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<h3>Core Competencies</h3>
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<ul>
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<li>Financial Planning</li>
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<li>Client Acquisition</li>
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<li>Relationship Management</li>
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<li>Business Development</li>
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<li>Risk Management</li>
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<li>Sales Leadership</li>
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<li>Team Building</li>
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</ul>
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<h2>Professional Experience</h2>
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<h3>Citi Personal Wealth Management, O’Fallon, MO</h3>
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<h4>Wealth Advisor | 2023 – Present</h4>
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<ul>
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<li>Manage a $60M book of business and doubled revenue within the first year.</li>
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<li>Develop and implement comprehensive financial plans tailored to high-net-worth clients.</li>
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<li>Advise clients on investment strategies and portfolio diversification, ensuring alignment with their long-term financial goals.</li>
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</ul>
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<h4>Wells Fargo Advisors, St. Louis, MO | Lead Senior Financial Advisor | 2014 – 2022</h4>
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<ul>
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<li>Served affluent clients nationwide, consistently achieving 150–250% of set targets.</li>
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<li>Led team coaching sessions and mentored 15 direct reports</li>
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<li>Promoted to Senior Advisor in 2017 for outstanding leadership and production</li>
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<li>Promoted to Team Lead in 2018 due to exceptional sales coaching and team management skills.</li>
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<li>Averaged $800K in monthly assets gathered in 2021, almost $10,000,000 total for the year.</li>
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</ul>
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<h2>Education</h2>
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<p>B.S. in Animal Science, Minor in Agricultural Economics<br>
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University of Missouri, 1996 | Dean’s List</p>
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<h2>Certifications & Skills</h2>
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<p>FINRA Series 7 & 66 | Life & Health Insurance License | Advanced Operations Management | Microsoft Office</p>
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