Experience

Creative Financial Network

• United States
• Financial Services
• 1 - 100 Employee

• Financial Assessments & Strategies

  • Apr 2021 - Present

  Assisting individuals, families, and business owners in understanding, attaining and accomplishing financial security and financial wellness with the use of insurance. Educating clients on how the right insurance product and strategy will protect, grow, and benefit most financial needs. Including but not limited to retirement funding, diversifying retirement, growing retirement fund, mortgage and/or loan protection, children's collage funding, creating generational wealth, leaving a legacy, tax favorable business insurances, ie. protecting overhead cost, insuring a key person, buy and sell agreements and tax favorable retirement options, long term care and asset based long term care. Show less



Wellness Wright Way LLC

• United States
• Wellness and Fitness Services

• Business Owner

  • Apr 2019 - Present

  www.wellnesswrightway.com www.wellnesswrightway.com



'Self-Employed'

• Real Estate
• 1 - 100 Employee

• Family Support Specialist

  • Jan 2009 - Sep 2018

  Working with families to build stronger bonds. By improve their communication. Creating healthier lifestyles through 1:1 and group meetings amongst the family. Installing better nutrition, fitness routines and building trust within the family unit. Working with families to build stronger bonds. By improve their communication. Creating healthier lifestyles through 1:1 and group meetings amongst the family. Installing better nutrition, fitness routines and building trust within the family unit.