Founder
Kestra Financial is an industry leader in wealth management, service and technology solutions, and practice enrichment.
My entrepreneurial ventures and corporate HR experiences have provided me with unique opportunities in multiple industries and business sectors, including financial services, technology (software), private equity, SaaS, B2B, multi-family real estate, transportation (trucking), and multi-location retail and convenience stores. A bird’s eye view of expertise: Strategic Workforce Planning Talent Acquisition, Development, and Retention Strategies Employee Value Proposition (EVP) Design Performance Management and Employee Engagement Integrated HR Technology Diversity, Equity, Inclusion & Belonging (DEIB) Mergers and Acquisitions/Private Equity Executive Coaching & Leadership Development Mentorship and Internship Programs Payroll, Benefits, and Compliance Change and/or Crisis Management Small Business Ownership & Consulting My core values are guided by servant leadership, integrity, and empathy, both professionally and personally. My mission is to provide myself and others with opportunities to do better.
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