- Joseph Insurance Advisors, Birmingham Alabama – Owner (7/19 to Present)
- Medicare Advantage Specialists, Birmingham Alabama – VP, Sales and Marketing
(2/19 to 7/19)
- United Healthcare, Minnetonka Minnesota – VP, National Broker Medicare Sales
(8/05 to12/19)
- Booker T Washington Insurance, Birmingham Alabama – Sr. VP & Chief Marketing Officer (4/01 to 8/05)
PROFESSIONAL EDUCATION
- Registered Financial Consultant (RFC), IARFC, Middleton, Ohio
- Fellow Life Management Institute (FMLI), LOMA International, Atlanta, Georgia
- Chartered Financial Consultant (ChFC), American College, Bryn Mawr, Pennsylvania
- Chartered Life Underwriter (CLU), American College, Bryn Mawr, Pennsylvania
CIVIC & PROFESSIONAL ACTIVITIES
- National Association of Insurance and Financial Advisors (Former Trustee)
- Jefferson County Association of Insurance and Financial Advisors (Past President)
- Life Insures Council
- Leadership Birmingham (Class of 2005)
- Alabama Association of Insurance and Financial Advisors (Past President)
- Association of Health Insurance Agents
- Junior Achievement of Greater Birmingham
- United Way (Fund Allocation Committee)