What is the greatest success you’ve had since joining LWP?
Implementing the LWP processes into the firm’s operations, allowing us to standardize the processes and production of quality estate plans while facilitating communication with the firm members.
What is your favorite LWP tool?
The Medicaid portion of LWP-CCS, wherein I can show clients Value Proposition of Asset Protection planning using their own financial situation. In addition, the use of ActionStep provides one-stop access to all firm operations, including client management, marketing activities and successes, and revenue tracking.
How has being part of LWP impacted your team and your practice?
LWP’s systems allow us to truly work as a team, supporting each other while ensuring that we can produce quality documents in a timely and efficient manner.
Share something about yourself that most people don’t know about you.
Prior to attending law school in the early 90’s I was employed in the data processing industry with IBM, Control Data Corporation and Storage Technology. I also flew C141s in the Air Force Reserves and spend about 4 years flying for World Airways before attending law school at Regent University.
What is your favorite book and how did it impact your life?
The Bible – it is truly the manual for living life to the fullest.
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