Bio
Credentials
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Licensed Insurance Agent
Florida SateMar, 2018- Jun, 2026 -
Financial Literacy
Liberty University in partnership with Dave RamseyApr, 2014- Jun, 2026 -
Certified Business/Marketing Consultant
HMA UniversityJan, 2013- Jun, 2026 -
Certified Compliance Specialist
Kingdom Bible College & SeminaryJan, 2013- Jun, 2026 -
Certified Tax Preparer
The Tax CollegeJan, 2013- Jun, 2026 -
IRS Approved Tax Preparer
IRSJan, 1976- Jun, 2026
Experience
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Caughman Enterprises LLC
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Jacksonville, Florida Area
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Financial Educator
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Jan 1990 - Present
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Jacksonville, Florida Area
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Self-employed
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Jacksonville, Florida Area
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Financier, Strategist and Tax Professional
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Jan 1975 - Present
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Jacksonville, Florida Area
Tax Strategist and Planner, including tax preparation for the individual, the self employed and the business owner (partnerships or corporations); Tax returns for profit and non profit organizations; General bookkeeping to include but not limited to completion of or assistance with business finan...
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WFG - Wealthwave
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Jacksonville, Florida Area
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Financial Professional
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Mar 2018 - Present
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Jacksonville, Florida Area
Providing next level thinking that will help you understand how money can work for you, your family and your business. Providing the knowledge and tools needed to take to you to the top of your financial journey and keep you there. Assisting you in building a legacy that you will be happy and c...
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Caughman Enterprises
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Jacksonville, Florida Area
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Certified Business/Marketing Consultant & Compliance Specialist
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Jan 2008 - Present
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Jacksonville, Florida Area
I am here to support you and assist you in writing your business and marketing plans, resumes and in editing of your manuscripts; I will also provide assistance with website planning for layout to include correction of written material, developing proper use of English language to include grammar...
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Various Mortgage Companies
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Jacksonville, Florida Area (Nationwide services...
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DE - SAR - SAFE Compliant Mortgage Consultant/Trainer
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Jan 1990 - Present
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Jacksonville, Florida Area (Nationwide services...
As a mortgage trainer established and taught a mortgage training class including creating curriculum, workbook and lesson plans; Analyzed effectiveness of learned materials via surveys and participant feedback; Working through various agencies and lending institutions, responsibilities include th...
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Ms. Ann, Caughman Enterprises
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St Johns, FL 32259
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Tax Professional and Financier
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Jan 1975 - Mar 2018
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St Johns, FL 32259
Tax preparation for the individual, the self employed and the business owner (partnerships or corporations);Tax returns for profit and non profit organizations; ; General bookkeeping to include but not limited to completion of or assistance with business financials including balance sheets to inc...
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Team Contracted Writer
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Sep 2014 - Nov 2014
Writing for various clients, responsibilities include: SEO Article Writing/SEO Professional Web Content/SEO Press Releases, Copywriting/Sales Pitch Writing, Creative Writing, Ebooks, Ghostwriting, Resume Writing and Proofreading & Editing.
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Florida Gospel Legends
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Jacksonville, Florida
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Treasurer Board Of Directors
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Jul 2010 - Oct 2014
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Jacksonville, Florida
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Kingdom Bible College & Seminary
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Jacksonville, Florida Area
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Core Proficiency Director; Professor; Compliance Specialist
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Jan 2014 - Aug 2014
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Jacksonville, Florida Area
Responsible for faculty schedules and administration of annual course certifications to department members developing strong staff members and satisfied students in their chosen elected course; teach and administer lesson plans for individuals interested in church administration; train and educat...
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Vice President; Supervisor; Mortgage/Real Estate Broker; Pension Consultant
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1977 - 2011
Everbank; JCIII & Associates; Various Mortgage Insurance Companies (Radian, PMI, Triad); QMCI California, FJ Enterprises, The Clayton Group; RHM Associates; MPS Ltd, Danziger & Markhoff Law Firm; Shore & Reich LTD; RPS Inc; New York Life Insurance Co; ERA Marland RE; ERA Goad RE; The ...
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Education
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2019 - 2024Saybrook University
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2014 - 2018Liberty University
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1983 - 1998United Bible College and Seminary
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1972 - 1975University of Pittsburgh
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2019 -Saybrook University
Suggested Services
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Industry Focus. “Finance, Insurance, Banking, Accounting”
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