As a Senior Account Executive at FMG Suite, my purpose and profession are perfectly aligned: helping financial professionals grow through meaningful connections, strategic marketing, and technology-driven communication.
Since 2011, I’ve had the privilege of working with over 5,000 financial advisors, family offices, and insurance firms, providing consultative support and sales guidance that nurture leads, deepen client relationships, and drive measurable business growth.
After nearly a decade of client success leadership, I transitioned into sales in 2020—combining my marketing and relationship management experience to deliver tailored solutions that solve real challenges for advisors. In 2022, I was promoted to Senior Account Executive, where I continue to exceed revenue goals and expand FMG Suite’s footprint in the wealth management industry.
My career began at Platinum Advisor Strategies, where I became one of the firm’s most tenured marketing specialists. There, I consulted with advisors on strategies to attract and retain high-net-worth clients—leveraging digital marketing, branding, client communications, and event marketing to deliver sustainable growth.
Over the past 14+ years, I’ve helped hundreds of financial professionals clarify their business vision, uncover new opportunities, and build marketing systems that automate and personalize the client experience. My background in banking, retail management, and hospitality, where I managed teams of up to 50 people, honed my ability to balance competing demands while consistently delivering top-tier customer experiences.
These efforts have directly contributed to consistent annual revenue growth across every organization I’ve supported—a track record I’m proud of and continue to build on today. I attribute that success to the incredible collaborative teams I’ve worked alongside: developers, designers, writers, videographers, and project managers, all united by one mission—empowering financial professionals to thrive.
Career Highlights
- 5-time Inc. 5000 Honoree (2014–2018)
- Speaker, Platinum Advisor Strategies Conferences (2015, 2016)
- Marketing Expert, Platinum Consulting Lounge (2014–2016)
- Speaker, Simplicity Financial Marketing’s Immersion Conference (2017)
- Speaker, FMG Suite/Platinum Elevate Conference (2019)
- #2 Overall Top Sales Performer Growth Team (2020)
- President's Club Award (2021)
- Q1 SAE Top Performer (2025)
A Little More About MeI live in Central Florida with my husband, Chris, our two amazing kids, Mollie and Connor, and several freeloading pets. My family is my “why” behind everything I do.
When I’m not helping advisors grow their practices, you’ll find me enjoying a great movie, playing a video game, or planning our next family adventure. My dream? To explore the world, making memories and discovering the best food and views along the way!