Sun Life Financial
Developing others is what drives me. Whether it’s a focused one on one, speaking to a group, or a keynote in front of hundreds, I strive to bring value and lasting change that will help those I work with deliver superior results. After 10+ years in financial services, I get as excited today as I did when I was new to the industry. Today, I partner with advisors, managers and leaders with a deliberate focus on helping them be more effective. I help them refine vital soft skills, build on industry knowledge and deconstruct trends to help them hit the expectations I know they can achieve. This is what motivates me.
Elizabeth is Chief of Staff to the CEO of Barnum Financial Group, a leading provider of comprehensive personalized planning, investment/protection solutions, and financial literacy programs to clients across the United States. Barnum Financial Group has over 500 associates who service 250,000+ clients and oversees more than $10 billion in assets. Throughout her career, Elizabeth has been dedicated to the growth and development of the advisors and associates at Barnum. Elizabeth has spoken at many firm and industry events and has contributed to national and local publications, providing insights on leadership, marketing and general agency building.
J.R. is a Senior Vice President with AXA Advisors, LLC, in Dallas, Texas. During his time in management, J.R. has been part of the hiring of over 107 new advisors and boasts a four-year retention rate of over 60%. J.R. obtained his CFP® designation in 2012 and is a three-time Centurion. He holds his FINRA Series 7, 24 and 66 registrations, as well as his Life and Health licenses. J.R. graduated from Tulane University with degrees in finance and management, and pitched for the Tulane baseball team. At Tulane, J.R. had a career record of 26-5 and ranks third all-time in victories, fourth in games started and ninth in innings pitched. J.R. was inducted into the Tulane Sports Hall of Fame in 2015.
After building a successful financial planning practice and leading a nationally ranked team in Texas, Matt was asked to lead AXA’s Southeast office in 2015. He now leads 50+ Advisors in Florida and Georgia and recruits individuals with the drive and motivation to join the team. He is keenly focused on empowering his people and building a culture where his Advisors are the best-trained, most prepared in the market.
In 2008 Jason began his career with Freedom 55 Financial as a Financial Security Advisor. In 2010, he was appointed director, business development, in the Peterborough Financial Centre where he had success developing financial security advisors, building a practice and volunteering in the community. In 2017, Jason was appointed to the role of; Managing Director, Ontario East. He leads and manages the offices and regions in Ottawa, Kingston & surrounding areas. Jason graduated with his Honours, Bachelor of Commerce Degree from the University of Windsor, attained his Masters Degree in 2006 and he achieved both his CHS and CFP designations in 2014.
Sun Life Financial
With more than 20 years of corporate and business leadership success, Sally has a passion for helping others create a life on their our terms. Sally’s successes have allowed her to travel the world internationally where she developed and was accountable for multi-million dollar lines of business. As a leader and managing partner in Training, Technology and Financial industries she has had the pleasure of coaching entrepreneurs, and leaders, while achieving global recognition.
Sun Life Financial
Kristine has risen to the top in her industry globally in sales. A natural leader and inspiration to professionals, Kristine loves partnering in the development of entrepreneurs and leaders. She has a teaching degree which has afforded her an opportunity to excel in the Education, Sales and Finance industries. She is an entrepreneur with a success pattern that is most effective in creating results quickly!