As a Unity Wealth Collective PEG founder with over 25 years of extensive experience in the financial industry, I have honed my expertise in sales, management, service, and training in the retail and wholesale sectors. I have consistently surpassed productivity targets throughout my career, provided inspirational leadership, and cultivated strong relationships. My strategic acumen is evidenced through successful business plan development and implementation, complemented by my ability to deliver superior presentations that resonate with diverse audiences. My areas of specialization include private equity, real estate, development, project financing, capital sourcing, private placements, commercial real estate investments, and distribution.

In previous roles, I have achieved significant success as a Regional Vice President at Allianz Life Financial Services and Transamerica Capital Management. I consistently drove substantial sales growth and expanded market share through innovative sales strategies and effective team leadership. Outside work, I cherish spending time with my three daughters and our dog, Tesla. Balancing my professional achievements with quality time with my family is a priority that enriches my personal and professional life.