Mayoral candidate for Roswell, Georgia. Financial Services Executive with broad experience in New Business Development for Wealth Management, Retirement Planning, and Fiduciary Services. Ethical and trust worthy leader with a collaborative work style and ability to communicate clearly and ...more

Mayoral candidate for Roswell, Georgia. Financial Services Executive with broad experience in New Business Development for Wealth Management, Retirement Planning, and Fiduciary Services. Ethical and trust worthy leader with a collaborative work style and ability to communicate clearly and consistently. A loyal and dependable business partner who advises in the context of the relationship. A trusted financial advisor with a passion for client education as the foundation for investment decisions. A big picture, strategic leader who is disciplined about capturing details. Specialties: Training/Coaching/Mentoring, New Business Development, Wealth Management, Wealth Strategy, Relationship Management, Developing and Executing Strategy, Clear Communication/Expert Presenter, Identifying and Sourcing Needs, Analyzing and Solving Problems, Delivering Quantifiable Results, Defined Benefit, Defined Contribution, 401(k), 403(b), Retirement Plan Distribution Strategies, Manager Due Diligence, Investment Management, Asset Allocation, Trust Services, Estate and Financial Planningless