Summary

Goals: - Complete my MBA by May of 2012. - Become a Registered Investment Adviser by 2013 - Be 100% Debt Free - House Included by 2013 - Transition to Full Time Financial Planning & Life Coaching by 2014

Work History

Work History
Jan 2009 - Present

Financial Planner & Life Coach

Penny Coach, LLC
As a financial coach I teach people financial principles so that they can make better decisions. I motivate people to use a written spending plan each pay period. I help people communicate with their spouses on the only three things you can do with money: giving, saving and spending. I encourage people to live debt free lifestyles. For clients in financial stress, I provide an objective set of eyes. I teach people how to communicate with their creditors and how create a plan where they can repay what they legitimately owe. For clients at investing stages. I help teach them about products they already own or are considering on a general level. The best investment you can make is one that you fully understand the product and the risks involved. I offer educational services. When my clients do sit down with a licensed investment adviser, insurance sales person or an estate planning attorney, they are able to make better decisions.
Dec 2007 - Present

Sr. Telecommunications Business Analyst

Credit Acceptance
I provide inbound and outbound business solutions to call center managers using Aspect ACD, Cisco Call Manager, Aspect Contact Server, Aspect Customer Self Service IVR, Ontario Systems dialers and Genesys CTI.
Aug 2006 - Dec 2007

Telecommunications Analyst

Computer Consultants Inc
Telecommunications Consultant placed at Chrysler.
Mar 1999 - Aug 2006

Customer Operations Engineer

Aspect Software
May 1996 - Mar 1999

Telecommunications Analyst

Borders Books

Education

Education
2008 - 2012

MBA Program

California Lutheran University
1995 - 1996

Doctoral Study

Michigan State University
Additional graduate study in quantitative research.

Certifications

Certifications
Aug 2008 - Present

Dave Ramsey Certified Counselor

DaveRamey.com
May 2009 - Present

48 Days Certified Facilitator

48Days.com