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Bio

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Ms. Ann is a seasoned professional with 49 years of experience in various fields, including finance, small business, customer service, and leadership. She holds a Doctorate of Mind and Body Medicine, a Master of Professional Counselor, and a Bachelor of Arts in Economics and Accounting. She is a licensed insurance agent, financial literacy expert, and certified tax preparer, with expertise in areas such as tax planning, financial education, and business development.

Credentials

  • Licensed Insurance Agent
    Florida Sate
    Mar, 2018
    - Jun, 2026
  • Financial Literacy
    Liberty University in partnership with Dave Ramsey
    Apr, 2014
    - Jun, 2026
  • Certified Business/Marketing Consultant
    HMA University
    Jan, 2013
    - Jun, 2026
  • Certified Compliance Specialist
    Kingdom Bible College & Seminary
    Jan, 2013
    - Jun, 2026
  • Certified Tax Preparer
    The Tax College
    Jan, 2013
    - Jun, 2026
  • IRS Approved Tax Preparer
    IRS
    Jan, 1976
    - Jun, 2026

Experience

  • Caughman Enterprises LLC
    • Jacksonville, Florida Area
    • Financial Educator
      • Jan 1990 - Present
      • Jacksonville, Florida Area
  • Self-employed
    • Jacksonville, Florida Area
    • Financier, Strategist and Tax Professional
      • Jan 1975 - Present
      • 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...

  • WFG - Wealthwave
    • Jacksonville, Florida Area
    • Financial Professional
      • Mar 2018 - Present
      • 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...

  • Caughman Enterprises
    • Jacksonville, Florida Area
    • Certified Business/Marketing Consultant & Compliance Specialist
      • Jan 2008 - Present
      • 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...

  • Various Mortgage Companies
    • Jacksonville, Florida Area (Nationwide services...
    • DE - SAR - SAFE Compliant Mortgage Consultant/Trainer
      • Jan 1990 - Present
      • 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...

    • Tax Professional and Financier
      • Jan 1975 - Mar 2018
      • 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...

    • Team Contracted Writer
      • 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.

  • Florida Gospel Legends
    • Jacksonville, Florida
    • Treasurer Board Of Directors
      • Jul 2010 - Oct 2014
      • Jacksonville, Florida
  • Kingdom Bible College & Seminary
    • Jacksonville, Florida Area
    • Core Proficiency Director; Professor; Compliance Specialist
      • Jan 2014 - Aug 2014
      • 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...

    • Vice President; Supervisor; Mortgage/Real Estate Broker; Pension Consultant
      • 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 ...

Education

  • 2019 - 2024
    Saybrook University
  • 2014 - 2018
    Liberty University
  • 1983 - 1998
    United Bible College and Seminary
  • 1972 - 1975
    University of Pittsburgh
  • 2019 -
    Saybrook University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Finance, Insurance, Banking, Accounting”

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