Experience

Kiplinger

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Contributing Writer

  • Oct 2023 - Present

  I bring a decade of finance experience to Kiplinger as a financial voice for 6-figure earners. I contribute freelance articles on a variety of subjects.



Hubris Global Wealth Management

• United States
• Financial Services

• Financial Coach | Financial Literacy Accelerator

  • Jul 2018 - Present

  Evanston, IL Our Mission is to help 6-figure earners gain control of their finances. "You Make Money, Now Let's Make Progress " www.controlyourfinances.co



Productive Leaders

• Professional Speaker | Corporate Consultant | Fractional CFO

  • Feb 2020 - Present

  Evanston, Illinois, United States Personal Finance Training and Employee Financial Wellness Support. We work with corporate leaders to provide personal financial wellness experiences designed to improve their employees' personal financial situations and work productivity. We also work with organizations to audit and develop comprehensive employee assistance programs (EAP) that help their employees and families with financial, health, and social issues. "Invest in productivity, increase… Show more Personal Finance Training and Employee Financial Wellness Support. We work with corporate leaders to provide personal financial wellness experiences designed to improve their employees' personal financial situations and work productivity. We also work with organizations to audit and develop comprehensive employee assistance programs (EAP) that help their employees and families with financial, health, and social issues. "Invest in productivity, increase profits." www.productiveleaders.co Show less



Intuit

• United States
• Software Development
• 700 & Above Employee

• Tax Advisor

  • Mar 2023 - Present

  remote Provide tax advice and resolve inquiries.



Applegate & Thorne-Thomsen, P.C.

• United States
• Law Practice
• 1 - 100 Employee

• Affordable Housing & Community Development

  • Feb 2016 - Aug 2022

  Chicago, Illinois, United States Represented developers in residential development, primarily affordable housing. Experience with financing tools such as low income housing tax credits (LIHTC), new market tax credits (NMTC), government soft loan programs (HOME, CDBG, State of Illinois Trust Funds), tax increment finance (TIF), State of Illinois donation tax credits, HOPE VI funding and historic tax credits.



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jun 2013 - 2020

  Oakbrook Terrace, Illinois, United States Licensed professional assisting families with insurance and annuity solutions. Recruited new agents into the insurance industry.



Heartland Institute of Financial Education

• Education Administration Programs
• 100 - 200 Employee

• Certified College Planning Consultant

  • Mar 2012 - 2019

  Greater Chicago Area Assist families with the college planning process.



Greater Englewood CDC

• Non-profit Organizations
• 1 - 100 Employee

• Executive Director

  • Oct 2011 - Feb 2014

  Greater Chicago Area Manage the operations of Greater Englewood Community Development Corporation.



Neal & Leroy, LLC

• United States
• Legal Services
• 1 - 100 Employee

• Commercial Real Estate

  • Jul 2007 - Dec 2013

  Chicago Facilitate commercial and residential real estate development projects for municipal and private developers-including well established non profit developers. Obtain necessary governmental approvals for developers. Close large scale real estate transactions involving TIF, private equity and New Market Tax Credit financing. Resolve real estate tax issues for municipal and private clients. Establish and maintain corporate and LLC business structures as necessary. Review and or draft agreements… Show more Facilitate commercial and residential real estate development projects for municipal and private developers-including well established non profit developers. Obtain necessary governmental approvals for developers. Close large scale real estate transactions involving TIF, private equity and New Market Tax Credit financing. Resolve real estate tax issues for municipal and private clients. Establish and maintain corporate and LLC business structures as necessary. Review and or draft agreements, leases, rent rolls, etc. Assist with eminent domain litigation issues and transfers of land between government entities. Show less



Klein, Thorpe & Jenkins, Ltd.

• United States
• Law Practice
• 1 - 100 Employee

• Municipal Real Estate

  • Jan 2006 - Jul 2007

  Facilitate commercial and residential real estate transactions for municipal and private clients. Real estate plat review and recordation for municipal clients. Conduct real estate based litigation research. Document drafting. Assist in resolving municipal real estate tax issues.



Mallon & Johnson

• United States
• Law Practice
• 1 - 100 Employee

• Securities Litigation

  • Sep 2005 - Dec 2005

  Greater Chicago Area Draft Pleadings for Securities Litigation and Agency Hearings. Prepare abstracts of client trial transcripts. Research Blue Sky laws and applicable case law. Research SEC and NASD rules and regulations. Organize, create, and maintain client files



Harpo Productions

• Broadcast Media Production and Distribution
• 1 - 100 Employee

• Production Assistant

  • 2004 - 2005

  Chicago, Illinois, United States Transcribe video footage to be reviewed for editing and subsequent use on the Oprah Winfrey show.