Experience

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  Tecis finanzdienstleistungen ag

  Nov 2009 - Apr 2012

  Junior consultant

  I wanted to understand economic relationships and capital markets. That's why I studied business administration, and it's clear that a part-time job with a financial services provider can't hurt. I enjoyed being self-employed and helping all kinds of people optimize their finances and start investing. I'm grateful for the training and the start, but 2.5 years were also enough in the station.

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  Wirtschaftsinitiative für mitteldeutschland

  Apr 2011 - May 2012

  Werkstudent

  CMS, CRM, Veranstaltungsmanagement

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  Selbstständig

  Jun 2012 - now

  Insurance broker / financial advisor

  Finally acting freely and independently, for the best interest of the client! My client commissions me and even authorizes me to watch his back in insurance or even all financial matters. The remuneration runs as standard over commissions for the mediated and cared for products. Great thing, isn't it?At least in the insurance sector. But in the area of investment and retirement planning, commission-based sales often deliver nasty surprises in the long run. Unfortunately, I have experienced this myself and with my clients. For this you speak rather with a fee investment advisor. So with me in the above function :) Show less

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  Honorarfinanz ag

  Jul 2018 - now

  Independent financial advisor and stiftungsberater (fs)

  After realizing that the investment and pension products I had been offering up until then were continuing to bring bubbling profits to the financial groups rather than to my clients, it was my responsibility and duty to turn over every stone and, if necessary, to take a step that was somewhat uncomfortable for me.This came at the beginning of 2018, when I learned about fee-based consulting in a workshop held by Honorarfinanz AG, and my eyes were opened to what the financial consulting of the future would look like for my clients. The whole approach and the serious benefits for clients made perfect sense to me and my moral compass needle is now fully in line with what I do. I thought to myself, "If I were a wealthy or high-earning business owner, doctor, or employee, and someone explained this to me in a reasonable way, this is the only model I would choose!"After months of painstaking and sobering market research, it was finally clear. I would become a state-registered fee-based investment advisor with a KWG license, thus foregoing any commissions in the field and being able to turn to scientifically sound, transparent and efficient investing in the first place. Financial planning became an important part of my work. I am very happy to work with Honorarfinanz AG as a liability umbrella, because as an organization we are simply very strong and professionally positioned for the future. Discerning clients appreciate this.As a certified foundation advisor, I have been helping my clients since 2021 to strategically protect their assets or to make their assets work for good causes. In doing so, I take over the initial consulting, then selectively involve my network of specialists. I am happy to help with the sustainable, liability-proof design of the investment strategy for the foundation. I would also like to help existing foundations with a second opinion and later set up a foundation myself. Show less

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  Honorarfinanz stiftungsberatung

  Mar 2021 - now

  Stiftungsberater (frankfurt school of finance)

  Als zertifizierte Stiftungsberater und lizensierte Honorar-Anlageberater mit KWG Lizenz stehen wir Ihnen als Stiftungsverantwortlichen zu Diensten.

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  Bni mallorca international

  Oct 2023 - Mar 2025

  President