● Established sales and marketing department. ● Created all marketing and presentation material. ● Managed compliance processes to ensure firm in line with regulatory requirements. ● Developed marketing plans to meet firm revenue and profit goals. ● Built a pipeline of $120 million in six months, closing $35 million in new business. ● Strengthened relationship between parent company and firm by acting as a liaison to integrate culture, systems, and operations.

-Interned as an assistant to certified financial advisor, who specialized in assisting qualified individuals, families and business owners. -We were able to help clients pursue lifelong investment goals with safe and sound financial strategies.-Reviewed individual client portfolios, used objective financial advice and investment management strategies to tailor a portfolio for their own personal situations.

BCLS BD Services is a sister company to the broker-dealer Monadnock Capital Management then to its successor, MCM Intrepid. Managed the technology projects and the operational support for the broker-dealer.

As Westover’s Client Services Director, I serve as a vital connection with our clients. I help ensure that the entire Westover client experience is as smooth and easy as possible and that our clients’ needs are met on a daily basis.

We are a full-service Accounting firm with locations in Delaware, Pennsylvania, and Florida. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Contact us to schedule a free consultation!

Wealth management is evolving, and Black Diamond aims to keep its clients ahead of the curve.

I have over ten years of experience in the financial services industry. I graduated from the University of Delaware with degrees in Economics and Political Science. Prior to joining Genesis Advisors, I was a Vice President for the J.P. Morgan Private Bank. While there, I was part of a team that managed the assets of High Net Worth individuals and families. I reside in Middletown, DE with my wife Dana and our children, Shane, Gabriella and Brennan. I specialize in working with the retirees and pre-retirees who struggle to develop a retirement income strategy. Developing a strategy that balances your needs and wants against your resources is critical as you transition into retirement. Maintaining and adjusting your strategy throughout retirement is also necessary as your needs change. We provide wealth management services for individuals and companies. We specialize in retirement income and legacy planning. Securities and advisory services offered through Centaurus Financial, Inc, Member FINRA & SIPC. Supervisory Branch: 2300 E Katella Ave, Suite 200, Anaheim CA 92806 Telephone: (800) 880-4234 Genesis Advisors and Centaurus Financial, Inc are not affiliated Companies. I am licensed to sell securities in DE, PA, MD, NJ.

HFM Investment Advisors is an independent, fee-only financial planning and investment management firm that utilizes education based on Nobel prize-winning academic research to help clients invest to achieve their goals. We are dedicated to providing the professional advice and strategies to help guide your family’s financial future. Our clients are never database entries, but families and individuals that we have known and served for decades. We are personally involved in their lives as they are in ours. We are your guide to managing your family’s or company’s financial plan for the long-term. Focusing on the intersection of the things that matter to you and the things you can control, we align your family values with your capital and, if appropriate provide, you with a financial and action plan to follow. _____________________________________________________ HFM Investment Advisors, LLC (HFM) is a registered investment adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. HFM does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Vizionary Wealth Management, we strive to create a personalized financial roadmap that guides you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. Advisory services offered through WealthPlan Investment Management. WealthPlan Investment Management and Vizionary Wealth Management are separate entities. Please visit our website for full disclosures. Third-party comments may not be representative of all customer experiences.

Compass Investment Advisors is an independent financial planning and investment management firm committed to delivering first class planning advice, a risk-managed investment process, and the highest level of client service. Our mission is to be a positive and meaningful force in our clients life journey. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Compass Investment Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

My responsibilities include but are not limited to educating clients on account service and capabilities (e.g. how to read statements, how to use Online Access, paperless option), process account service request, collect necessary documentation to set up new accounts, assist with on-boarding of new team members, maintain client contact system with up to date client information, enter trade orders, direct incoming phone calls to appropriate team members, cashiering, assure that compliance files are kept in accordance with specific rules.

We help people prepare for retirement. This is done by going through a checklist of items they will need to address to be able to retire -- social security claiming strategies, budgeting for retirement, investing in retirement, income planning, and other important factors. We offer the financial advice and financial services that you need to work towards a successful retirement. We have two Certified Financial Planners, Eric Johnston, CFP and Robert Jeter, CFP as well as Certified Public Accountant, Carol Kurtz, CPA and a fully licensed relationship manager. We also employ 5 part-time staff. We work with clients throughout the Maryland and Delaware Eastern shore with offices in Salisbury, MD and Georgetown, DE. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Branch Address: 327 Tilghman Rd. Suite 100, Salisbury, Maryland 21804 Phone: 410-677-4848