Helping Financial Advisors Reshape Their Business

I love being a consultant to the nation's top financial advisors.  Helping them grow their business and raise more assets year after year fuels me!  It's my belief everyone should be educated on safety and security with their retirement planning to allow them the freedom to live out their dreams.  We are in an incredible field!

 

In the past 10 years working with J.D. Mellberg Financial, I've partnered with close to 600 advisors across the country.  We work together to utilize our business development and marketing strategies, which expands the advisor's customer base and introduces products into specialty markets.  We conduct ongoing market research, identify emerging market trends, and introduce cutting edge marketing strategies to all our advisors.  

 

I have a passion for helping customers and our advisors reach and obtain their life goals in life and in their business.  For our customers, helping them retire with confidence and the safety that they can enjoy a stress free retirement.  For our advisors, growing their business and creating the life they dream of.  

 

But, on the side, during my free time, you'll find me with my daughter doing dad and daughter things or you'll find me on the golf course, trying to lower my handicap. I'm a huge Los Angeles Rams fan, I have a passion for watching/talking sports, and quizzing my co-workers on either music and movie trivia. I graduated from the University of Arizona with a bachelor's degree in secondary education- Bear Down!  I have a 4-year-old daughter, Akari-Miya, who keeps me on my toes and brings the best out of being a Dad. Being a parent you learn to be more productive, and make the impossible possible.