I coach and mentor financial advisors on how to deliver the ultimate client experience, prospect with a purpose and get the most out of each day.
Formerly a top-producing advisor, I have coached elite advisors from dozens of broker-dealers and RIAs.
I have also been a speaker at Securities Industry and Financial Markets (SIFMA), Financial Planning (FPA) and American Banker (ABA) Association events. Early in my career, I was a regular financial columnist for the Richmond Times-Dispatch and contributing author to
I have been quoted in On Wall Street, Registered Rep and Information Week magazines. I am a graduate of Randolph-Macon College with a degree in economics and business and of the Securities Industry Institute at the Wharton School of Business.
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