2025 - Present

Director of Business Development 

iscential Markets

Develop strategic partnerships and growth opportunities across the financial services industry, working with independent financial advisors, insurance agents, networks, and aggregators. Focus on expanding distribution, strengthening relationships, and identifying opportunities for market growth.

Key Contributions 

• Develop strategic partnerships with independent financial advisors and insurance agents to drive sustainable growth

• Build relationships with networks and aggregators to expand distribution opportunities

• Analyze market opportunities to identify opportunities for collaboration, expansion, and business development

2022 - 2025

Co-Founder | Head of Business Development

LifePoint Group

Co-founded and led a virtual call center serving property & casualty agents across the U.S., building agency partnerships and driving life insurance and financial services growth through business development, activity creation, sales coaching, and data-driven strategies.

Key Contributions 

• Built new agency partnerships with multi-line agents and life insurance producers

• Developed business-development and activity-generation strategies to support revenue growth

• Led sales coaching and used performance data to identify opportunities and improve results

2021 - 2022

Co-Founder & Head of Operations

JAG Insurance Producer Services

Co-founded and led operations for a virtual life insurance sales organization providing producers and appointment-setting support to multi-line agents.

Key Contributions 

• Built operational processes to support outsourced life insurance production

• Supported sales producers and appointment-setting activities for multi-line agents

• Managed day-to-day operations while helping develop and scale the business

2015 - 2021

Financial Professional

American Family Insurance

Led life insurance production across a multi-state territory of nearly 300 multi-line agents, providing external sales support, product management, and reporting to key stakeholders.

Key Contributions 

• Led life insurance production and sales support across a multi-state agent territory

• Partnered with nearly 300 multi-line agents to support life insurance growth and production

• Managed product-related activities and reporting for key stakeholders

2013 -2015

Financial Professional / Manager 

Allstate Insurance Co.

Combined financial services sales and agency management, supporting client growth while developing sales capabilities and managing agency operations.

Key Contributions 

• Led financial services and insurance sales activities within an agency environment

• Supported scheduling, documentation, and dependency tracking for cross-functional teams

• Improved deployment consistency and communication processes

2012 -2013

Financial Professional / Manager 

Guardian Life

Built on prior financial services leadership experience, with a focus on distribution, financial services sales, and relationship development.

Key Contributions 

• Supported distribution and financial services growth

• Developed relationships with clients and financial professionals

• Combined sales, management, and distribution responsibilities

2000 -2012

Financial Professional / Manager 

Ameriprise Financial Services, Inc.

Built a broad foundation in financial services through progressively expanding roles in financial advising, coaching, regional leadership, and financial practice management.

Key Contributions 

• Progressed through financial advisor, coaching, regional leadership, and practice management roles

• Developed client relationships and supported financial professionals and sales teams

• Led initiatives focused on financial advice, sales development, and practice growth

1993 - 1996

University of Minnesota

Sociology Major  

Chartered Life Underwriter (CLU®) 

The American College of Financial Services

Issued January 2020

General Lines Agent

Life Accident, Health & HMO, Propoerty & Casualty 

Texas Depeartment of Insurance  

Issued December 2017 

Series 7 

FINRA  

Issued June 2000 - Expired September 2017 

• Sales Leadership

• Business Development

• Strategic Partnerships

• Distribution Strategy

• Relationship Management

• Team Development & Coaching

• Agency & Producer Development

• Market Expansion

• Sales Operations

• Growth Strategy

• Hiking 

• Golfing 

• Traveling