Understanding financial topics well enough to be very confident in your decisions about how to position and multiply your money can be elusive.
I love educating about topics I have come to understand. I have often wished I had begun working in this area of financial guidance from the beginning of my career because of how clear things are to me now. In the time of the "great recession" of 2008 and 2009, I was laid off from my job in human resources (recruiting & staffing) and had to change careers. But I have no regrets and I realize that all things are working together. I'm convinced I was brought to this place so I could be here for you!
When I have counseled others about financial choices, I have my own experience as a guide -- not because I have always known and made the right or best choices, or been in the best of circumstances, but because I have experienced firsthand some of the struggles that result from simply not having, not knowing, and not doing. All three!
I studied and received a degree in industrial engineering from General Motors Institute, an accredited college of engineering and industrial administration now known as Kettering University. I then got a computer technology degree from Purdue University, followed by a master's degree in management and business administration from Massachusetts Institute of Technology.
My career has been with General Motors, Johnson & Johnson, Eli Lilly and Company, and a host of smaller companies. My roles have been in systems analysis, computer programming, manufacturing, and human resources. I am now an independent producer of financial security for people just like you, using the tools of life insurance, annuities, banking products, alternative investments, digital currencies, physical gold & silver, and robust financial analysis for keen insight into what your money is doing -- and what it can do better. I am a fee-free advisor and referral agent. Read more about this in the "Advisors Do What?" section.
I promise you that where your personal objectives point to investment types I am not qualified or licensed to describe or sell, I will refer you to professionals who can advise you on those particular financial tools. And where I can assist you with anything listed in the above paragraph, I will always work in your best interest.
If you have questions and interest in knowing more about the various slices of the financial pie, please bring those up when we talk. I look forward to assisting you in expanding your knowledge and confidence about your financial decisions and outcomes.
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