

Built and scaled an agency to 150+ agents.
Generated over $15M in agency revenue.
Experienced in helping agency leaders develop highly productive, scalable teams.
Proven track record of growing agencies beyond the 30–60 agent mark.
43 years in financial services industry
Quarter Century MDRT Member
Newfield & Gallup Certified Coach
Deep expertise in High-Net-Worth (HNW) client engagement
International speaker at MDRT Global Conference & Annual Meeting

Did not have a strong framework and system to lead, coach & mentor for high performers
Implemented my recruitment and coaching systems
MDRTs increased by 40%
Aspiring Leaders brew by 50%
Group production grew by about $4 million APE

Implemented my recruitment and coaching systems
2.5X team size from Q2 to Q4 2023
More than doubled team size from 5 to 12 in 2023 to early 2024
10% production growth & 3 new consultants added in just the last quarter of 2023
On track to lead a 15 consultant team with a few more recruitment candidates in pipeline
Achieved almost $1,000,000 APE as of Feb 2024!
Create a plan to start acquiring talents in the next 90 days
Deep dive into your operations and support team, and show you how it should be structured
Build up a strategy to double your agency in 2026 and eventually scale it to over 100 agents
Position yourself to move into higher-value clients and bigger cases
