I am a NW Ohio native, a graduate of the U.S. Merchant Marine Academy in Kings Point, NY and a seasoned business professional with consulting and financial management experience. In addition, I am a licensed insurance professional for Health, Life, Long Term Care, Medicare, and Annuities in both OH and MI.
Combining the experience and skills adds up to the Money Coach.
My mission is to develop and ensure the financial health of people through education, customized savings plans, and full-service planning with an emphasis on personal service and trustworthiness. I also encourage people, of every age and situation, to positive action resulting in better financial outcomes.
Your dreams and goals are important – let’s work out a plan to help you reach them.
I strive to deliver exemplary customer service by being reliable, dependable, responsive, accurate, empathetic, and tangible. My word is my bond.”
What Else do I Do?
In addition to my work, I am a radio show host, the Money Coach on the Dr. Sam SHOW, a member of the W.O.W. planning committee, a returning seminar presenter at W.O.W., a Girl Scout Gold Award Achiever, a member of the Community Health and Wellness Group, a member of the Society of Physician Entrepreneurs Group, and a member of the Medical Device Group.
As a NW Ohio native, many of my family also reside here. When I am not speaking, writing, or working with a client, my favorite pastime is walking in Toledo’s Metroparks, visiting our top-rated zoo, and our world-class art museum (Yes! In Toledo, Ohio).
As your coach, I feel successful when your plans and goals are addressed. More importantly, you will too. My favorite part of the job is creating the plan which encompasses your goals and shines the light on your pathway to success. Hmm, I think there is a lighthouse here somewhere. I love lighthouses! Mine shines for you to keep you on the pathway to financial stability.
In fact, I think my story isn’t all that important. Your story is the important part of this equation. So, enough about me, let’s talk about you.
Independent O&P Solutions, LLC
Improving Operations & Profits for Small Business & Families Since 2006
Together, We Can Make It Happen™