810 Lincolnwood Ln, Indianapolis, IN 46260 • 3172519408
Work
Company:
Blueprints for tomorrow
May 1977
Position:
Owner
Education
Degree:
CLU, ChFC, CFBS
School / High School:
The American College
1985 to 1990
Specialities:
Insurance, Taxation, Estate Planning, Succession and Exit Planning
Skills
Entrepreneurship • Small Business • Strategic Planning • Leadership • Business Planning • Management • Sales • Organizational Development • Business Development • Strategic Partnerships • Strategy • Executive Management • Mergers and Acquisitions • Public Speaking • Team Building • Insurance • Coaching • Process Improvement • Project Planning • Marketing Strategy • Start Ups • Strategic Financial Planning • Contract Negotiation • Finance • New Business Development • Financial Planning • Leadership Development • Marketing • Management Consulting • Executive Coaching • Budgets • Negotiation • Training • Succession Planning • Business Strategy • Social Networking • Time Management • Real Estate • Disability Insurance • Social Media Marketing • Budgeting • Business Process Improvement • Social Media
The American College 1985 - 1990
CLU, ChFC, CFBS, Insurance, Taxation, Estate Planning, Succession and Exit Planning
Indiana University Bloomington 1973 - 1977
Business, Marketing and Finance
Skills:
Entrepreneurship Small Business Strategic Planning Leadership Business Planning Management Sales Organizational Development Business Development Strategic Partnerships Strategy Executive Management Mergers and Acquisitions Public Speaking Team Building Insurance Coaching Process Improvement Project Planning Marketing Strategy Start Ups Strategic Financial Planning Contract Negotiation Finance New Business Development Financial Planning Leadership Development Marketing Management Consulting Executive Coaching Budgets Negotiation Training Succession Planning Business Strategy Social Networking Time Management Real Estate Disability Insurance Social Media Marketing Budgeting Business Process Improvement Social Media
Interests:
Road Biking Traveling Public Speaking Reading Charity
Languages:
English
Certifications:
Chartered Financial Consultant (Chfc) Chartered Life Underwriter (Clu) Certified Family Business Specialist (Cfbs) Series 6 Series 63 Certified Transition Planning (Ctp) The American College of Financial Services Financial Industry Regulatory Authority (Finra) The Transition Planning Institute, Boston, Ma Certified Transition Planning Institute