In this ever-evolving landscape, I recognize the importance of adaptability and embrace the complex challenges faced by my clients. Utilizing my expertise, I am dedicated to guiding them through every phase of their financial life cycles.
In 1994, I started my financial planning practice in Dallas, Texas, where I met and collaborated with Chris Leap, establishing a lasting professional relationship. Excelling in my first year as an advisor, I was entrusted with the position of training manager, guiding and mentoring numerous advisors. Alongside building a successful practice, I excelled as a top recruiter and played a pivotal role in opening a new office as a district manager. Concurrently, I continued to train and develop a large number of financial advisors, sharing my expertise and knowledge.
In 2000, I transitioned into a larger corporate environment, assuming the national sales manager and regional director role. During this phase, I led a team in the development of highly successful financial education programs that were widely adopted by financial advisors across the country. Additionally, I played an instrumental role in designing and implementing a diverse range of financial education and planning programs tailored for executives and key employees.
As a sought-after speaker, I trained thousands of advisors and worked with Fortune 100 companies on their financial education programs. I also played a key role in helping my previous firm become one of the top 10 fastest-growing institutional asset managers in the country for three consecutive years. Throughout this time, I remained dedicated to developing custom investment strategies for individual clients to manage their wealth effectively.
Now in my role at Leap Wealth Management, I assist clients in managing their wealth through personalized portfolio management techniques. To better serve them, I obtained the RICP® designation, enabling me to provide expert guidance on transitioning from asset accumulation to sustainable retirement income. Additionally, I acquired the AIF® designation, upholding the principles of fiduciary duty and ensuring the highest standards of conduct in fulfilling my clients' best interests.