Leading the independent channel recruiting team from a $2.6 billion RIA to $4 billion+ since 2024.  Facilitating partnerships with financial advisors planning for an exit, transitioning from a lifestyle practice to a true business, or those pursuing horizontal growth through a multi-advisor model.  Sound Income Group is a new gen financial services model that provides first-in-class marketing, rec

Founded and built a gamified sales activity management platform catering to the international Life Insurance industry.  The company’s flagship mobile product, Tier 25, provides a mobile software platform for developing activity habits with sales professionals, with data analytics for leaders across an enterprise.  Headquartered in South Florida, with affiliates in Boston, India, Mexico and the Phi

Top producing Sales Manager in 3 distinct mid tier markets.  Recruited, trained and developed a highly productive sales team of 24 B2B and B2C reps at its peak, while simultaneously building a personal practice of $10mm AUM that was ultimately sold to a successor Advisor.  Multi-year qualifier for Sales Manager Summit, and recipient of GAMA’s Front Line Leader Award.

After several years as a successful new producer, trained and developed hundreds of Financial Professionals in two major U.S. markets, Greater Boston and Greater New York.  Recipient of numerous Development Manager Awards for Case Rate Growth, Productivity and Retention.  Introduced a digital sales activity management platform that was rolled out company wide, and is still used today.