
Timeline
About me
Personal Financial Consultant
Education

Indiana university indianapolis
1981 - 1984Aas computer programming & data processingActivities and Societies: I belong to Rainmakers Networking Group, Confluence, the Martinsville and Mooresville Chambers of Commerce, and the Christian Business Networking Association. I am a Resource member with Business Professional Exchange, a member of the Christian Professional Chamber and am a member of the National Association of Tax Professionals. I hold a Securities License, am a Registered Representative and Life Insurance licensed. I have a Banking & Lending Certification and am Certified in Debt Management and Budgeting Techniques.

Marian university indianapolis
1993 - 1995Paralegal legal research, criminal law, family law, torts, estates, trusts & probate.
Experience

Primerica
May 1998 - nowRegional leaderI work as a Personal Financial Coach!Offering a written Financial Needs Anyalysis (FNA) for individuals and families. With me, it's about teaching not selling. Taking an educational, holistic approach in helping people through consultations and written planning, to increase cash-flow, budget, reduce debt, save & invest and provide proper insurance protection. Specializing in Retirement and College Planning. Fully licensed to implement solutions in Insurance and Investments. Also, I offer Financial Seminars to companies, groups organizations and churches. Show less

Fiscal tax co.
Jan 2001 - Jan 2020Tax consultantSeasonal part-time income tax consulting to over 30 franchise offices and nearly 200 clients.

Christian business networking association
Jan 2005 - nowMemberIf you are looking to connect with other christian professionals, I encourage you to check-out www.thenetworkonline.org

Mooresville chamber of commerce
Jan 2007 - Aug 2016MemberMonthly luncheon on the third Thursday of the month. www.mooresvillechamber.com

Martinsville chamber of commerce
Jan 2007 - Dec 2014Director on boardFormerly a Director on the Martinsville Chamber Board. Monthly luncheon on the third Friday of the month. www.martinsvillechamber.com I continue to be a member.

Rainmakers
Jan 2007 - Dec 2010Action board member
Business professional exchange (bpe)
Jan 2008 - nowResourceI am a resource member offering the unemployed and under-employed, help in transitioning to their next job or career. Financial aspects, of that transition re: 401(k) rollovers, insurance options, connections to the next job.

Ready set quit tobacco
Jan 2008 - Feb 2020VolunteerHelping to provide for a healthier Morgan County and State.

Christian professional chamber
Jan 2009 - nowMember
Messengers band
Jan 2009 - Jan 2011MusicianPerforming 1970's & 80's Pop-Rock parodies, as a music ministry.

1 heart arts ministries
May 2009 - nowMusicianPraise & Worship group, providing praise relief and praise worship for churches and organizations. Drama, Bible study and more. Connecting Christian artists of all gifts! www.1heartarts.org

Triple play acoustic trio
Jan 2010 - nowMusicianProviding acoustic live music for all occassions! Private parties, wineries, pubs and special events! Offering a wide variety of music; Pop, Rock, Country and Standards.

"two for the show!"
Aug 2011 - nowMusicianPerforming "music you can sing along to" for ALL occasions! Duo, Trio or 4 piece band available. Classic Rock, Pop, and Lite Country. For song samples, pics, show dates, song list and more, please visit www.twofortheshowmusic.com

Martinsville relay for life
Jan 2012 - Jan 2015Volunteer
Licenses & Certifications

National association of tax prosfessionals
NatpOct 2009
Insurance consultant, life
State of indianaJun 1999
Registered representative
Pfs investmentsNov 1999
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