Operations Expert

Strategic Vision and Business Development Developed and executed the strategic vision for Grundys Consultancy, establishing it as a trusted firm for life insurance and loan solutions since its organic founding in 2019. Identified market opportunities to offer tax-free wealth strategies, such as Indexed Universal Life (IUL) insurance with 0% floor protection and tax-deferred growth, aligning with client needs for financial security. Forged partnerships with industry leaders like Lasting Mark Retirement Strategies and Advisors Excel to enhance service offerings and credibility, expanding client reach in Kentucky and beyond. Client Engagement and Financial Consulting Consulted with small business owners and families to design customized IUL plans, focusing on tax-free death benefits and market-linked growth to secure legacies, as highlighted in your scripts (June 17, 2025). Educated clients on financial empowerment, drawing on your understanding of economic systems (e.g., Federal Reserve impacts, per artifact_id: 85c2bcff-1ca8-47b6-8515-bb2df5e721a2) to advocate for wealth protection against inflation and debt. Built long-term client relationships through trust-based communication, ensuring tailored solutions met individual financial goals, such as retirement planning or business succession. Marketing and Content Creation Created and delivered engaging content, including long-form videos and social media campaigns (e.g., YouTube, TikTok, X), to promote financial literacy and IUL benefits, as seen in your video scripts (June 4–18, 2025). Leveraged SEO strategies and CRM tools (e.g., Agent Blueprint Systems, per April 23, 2025) to drive lead generation, targeting clients aged 35–65 interested in tax-free wealth and financial freedom. Designed downloadable resources (e.g., inflation and debt charts, artifact_ids: eaa124ba-309d-4bf8-bbe4-d14d7597dcab, fe18bb77-4f88-4443-afa2-ddfb0d3bd058) to educate audiences on economic trends, enhancing brand authority. Operational and Financial Management Oversaw all business operations, including budgeting, compliance with financial regulations, and management of partnerships to ensure sustainable growth as a small business owner. Managed financial reporting and performance metrics to track client outcomes and business profitability, optimizing strategies to maintain competitive service offerings. Ensured compliance with IRS Code Section 7702 for IUL products, maintaining integrity within your life insurance license scope and avoiding securities violations.

Strategic Leadership and Program Development: Developed and implemented the academy’s strategic vision, aligning programs with Teen Challenge’s 60-year mission to transform lives through faith and discipline. Oversaw the integration of Trust-Based Relational Intervention (TBRI), a trauma-informed approach, to address emotional and behavioral issues, fostering self-regulation and resilience. Designed adventure-based activities (e.g., wilderness trips) to build teamwork and confidence, ensuring programs met spiritual, emotional, and vocational goals. Operational Management: Managed daily operations of the 100-acre campus, overseeing facilities, budgeting, and compliance with Kentucky state regulations for residential programs. Supervised a team of counselors, educators, and support staff, ensuring consistent delivery of therapeutic and academic services for up to 40 boys. Maintained safety protocols for high-risk activities, such as outdoor adventures, to protect students and staff. Staff Training and Mentorship: Recruited, trained, and mentored staff in TBRI and faith-based counseling techniques, fostering a compassionate yet structured environment. Conducted performance evaluations and professional development to ensure staff alignment with the academy’s mission and high standards. Stakeholder Engagement and Fundraising: Built relationships with parents, communicating student progress and facilitating family reintegration plans to support post-program success. Engaged donors and community partners to secure funding for nonprofit operations, leveraging Heartland’s reputation for achieving a 3.9 GPA average among students. Collaborated with local schools for sports and academic integration, enhancing community ties and student opportunities. Crisis Management and Student Support: Addressed behavioral crises using TBRI, de-escalating situations involving trauma or defiance to ensure student safety and program continuity. Monitored student progress through individualized plans, tracking academic, spiritual, and behavioral outcomes to report to families and regulators. Responsibilities at Treasure Coast Boys Academy Treasure Coast Boys Academy, located on a 30-acre ranch in Vero Beach, Florida, is a Teen Challenge-affiliated program emphasizing equine therapy, athletics, and faith-based mentoring to help boys overcome life-controlling issues. Program Design and Oversight: Led the development of equine therapy and wilderness programs, integrating them with Christian mentorship to foster emotional healing and personal growth. Oversaw a structured curriculum combining academics, vocational training, and spiritual development, tailored to boys’ individual needs. Ensured programs aligned with Teen Challenge’s mission to prepare students for college, military, or employment through discipline and accountability. Operational Leadership: Managed operations of the 30-acre ranch, including facilities maintenance, budgeting, and compliance with Florida regulations for therapeutic schools. Coordinated logistics for equine therapy, athletics, and wilderness activities, ensuring safety and effectiveness for up to 50 boys. Oversaw financial management, optimizing resources for nonprofit sustainability while maintaining program quality. Team Leadership and Development: Recruited and trained staff in equine therapy, mentoring, and faith-based counseling, ensuring a cohesive team dedicated to student transformation. Mentored staff to deliver high-impact interventions, fostering a culture of empathy and accountability in a 24/7 residential setting. Conducted regular staff meetings and training sessions to maintain alignment with the academy’s therapeutic and spiritual goals. Family and Community Engagement: Maintained strong communication with families, providing updates on student progress and facilitating workshops to support family reunification. Secured donations and partnerships with local Florida communities, churches, and businesses to fund equine and adventure programs. Represented the academy at community events, enhancing its reputation as a transformative program for at-risk youth. Crisis Intervention and Outcome Tracking: Handled emotional and behavioral crises during equine or wilderness activities, using trauma-informed techniques to ensure student safety and growth. Tracked student outcomes (e.g., behavioral improvements, academic progress) to refine programs and report to stakeholders, ensuring measurable impact.