You will find that I am very passionate about financial education. Given my background, I have seen the failures of our public and private programs - and the current inability to produce citizens who are savvy on how to save, plan, and invest. My vision is to train you and show you how investing can be a path for retirement, and more importantly, may generate income for you today.
First of all, I appreciate you coming to the website to learn more about the programs I offer! There are so many other priorities in everyone’s life (family, church, work) that often one’s financial success gets outsourced to someone else to manage – which can be frustrating. I congratulate you on taking the first step and looking to learn and earn more. In order to help you make an informed decision, it is important that you understand my background and also what my vision is for the program.
I have been blessed to have had two major careers which have provided the perfect foundation to successfully launch Financial Coaching Institute in 2007. My first career was in the field of Training – I was a Training Executive for a Fortune 500 company where I was responsible for training a population of over 10,000 people. As a result, I have the experience to take a topic that could be complex, like options trading, and make it easy to grasp and understand.
After completing all the educational and licensing requirements, I moved into the financial industry. My second career in the financial sector was in a variety of roles. I had the opportunity to work for American Express Financial Advisors as well as GE Financial (that later became Genworth Financial) in financial planning, wealth management, and training roles. Additionally, I was involved in local financial education and investing programs (e.g. being the Educational Director for the NAIC, Maryland Chapter). The bottom line is that I have been successful in the financial industry – both in professional and personal investing.
I have been trading for over 20 years now, and I have focused on building a program that is designed for beginner or intermediate traders. I want to reach out to people that watched their pensions get erased, or their 401k’s get decimated, or have watched their small businesses take a revenue hit. I worked to design a program that is easy to use and manage, doesn’t require sitting in front of a computer screen all day, and one that people with a full time job could do.
I created a family business, one that changes lives, and one that gives to the local community. My biggest joy about the business is how the vast majority of the growth has come from friends recommending my programs and products to the people they love and care about most. I look to my clients to let me know how the business will continue to grow and evolve as it is built upon their success.