QUALIFICATIONS * Heavy experience in all facets of financial planning including investment planning, insurance planning, retirement planning, tax planning, estate planning and charitable planning. * Developed expertise in premium financed life insurance and alternative investments. * Worked extensively with eMoney, Albridge and many insurance software illustration systems. * Heavy experience with Intuit payroll Preparing all quarterly reports, W-2's, and 1099's. * Extensive bookkeeping experience with Quick Books. * Obtained CPA certification, March, 2012. Series 7 Licensed for Securities (Inactive) Colorado Licensed for Life and Health Insurance (Inactive) ACCOMPLISHMENTS * Assisted in introducing new annuity company and ideas in 2015 resulting in commissions of over $200,000. * Responsible for all areas of premium financed and conventional life insurance business including design, illustrations, implementation, renewals and client service. * Worked extensively with our broker dealer and Albridge to change the production of performance reports to produce acceptable reports for clients. * Ongoing due diligence with our broker dealer and all wholesalers, particularly with alternative investments. * Responsible for all bookkeeping for Teegarden Financial Corp. as well as personal books including all bank and credit card reconciliations, expense reconciliations between partners, tracking all revenue and expense items, processing payroll and assisting with partners' accountants for tax purposes. * Sabrient's most successful salesman in developing new business. Sold Sabrient's quantitative equity research to over a twenty money managers, hedge funds and financial websites. * Assisted existing managers with Sabrient in raising capital with individual investors as well as fund of funds managers. * Assisted in the implementation of millions of dollars in planned gifts over the last 10 years at Hallmark including the gifts of real estate properties, securities portfolios, stock options and a $110 million dollar family business. * Instrumental in developing a financial plan resulting in the largest commission ($1.2 million) in CIGNA history in 1987. * Streamlined the delivery process of charitable plans and financial plans at CIGNA and Hallmark by many days. * Greatly expanded Hallmark's referral base of advisors by hundreds including the leading charitable and estate planning attorneys in the nation. * Expanded the management of approximately 30 financial plans per year to over 100 plans per year at CIGNA. * Helped reduce producers' time involvement per case from approximately 40 to 20 hours (50%) at CIGNA resulting in producers' increased time to market and generate new business. 28 years of financial planning experience primarily at the following companies:

Highlights:

• Financial
• Tax Preparation
• Alternative Investments
• Annuity
• Certified Financial Planner
• Certified Public Accountant
• CFP
• Commissions