I enjoy helping individuals and businesses succeed because that's how communities thrive.
I create peace of mind by designing personalized solutions to help our customers achieve their financial goals. I am looking for individuals & small business owners who are interested in providing insurance benefits, retirement, & investment planning for their employees, and themselves, while increasing their profitability, increasing retention, and improving morale at little, or no cost, to their company.
Originally from Findlay, Ohio, I have been writing since arriving in Houston, TX at the age of 16. I have a career that has a diverse communication background as a author, public speaker, columnist, and blogger. I also have over 15 years in operations management, and additional 8 years experience in sales, marketing, and social media.
He is also the host of the Financial Fitness Podcast on the Tribe Family Channel. I am the author of the highly rated book Rewritten Lives.
I have earned an M.A. in Communication Studies, and an MBA in Accounting. I have also been active in the community working on projects for Man Alive, The Services Cooperative Association and The Epiphany Benefit Concert.
Community Small Business Development through the Services Cooperative Association; Community Mental Health Advocacy through my involvement with Man Alive Men's Mentorship Group and being a board member with The Ephraim Foundation.
My ideal referral partner will have connections to small business owners desiring financial planning of insurance, retirement, and investments for themselves, and benefits and financial business planning for their company.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you in need of insurance or retirement solutions for yourself and your family?
Do you want to attract and retain top talent for your business to grow and leave a legacy?
What are your main financial concerns for your future?
Describe How You Would Like To Be Introduced Via Email
I would like to be described as a financial representative for individuals and small business solutions.