Financial Enhancement Group LLC
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Financial Enhancement Group LLC Employees
Financial Enhancement Group LLC October 1997 - Present
Financial Advisor and Lead Planner at The Financial Enhancement Group LLC October 1997 - Present
Purdue University September 2008 - May 2015
St Johns 2010 - 2013
AT&T June 1986 - October 1988
Skills
Estate Planning, Asset Managment, Retirement, Strategic Financial..., Personal Finance, Investments, Retirement Planning, Public Speaking, Financial Analysis, Portfolio Management, Asset Allocation, Insurance, Investment Management, Strategic Planning, Financial Advisory, Teaching, IRAs, Equities, Financial Planners, Personal Financial..., Wealth Management, Financial Services, 401k, Fixed Annuities, Life Insurance, Investment Strategies, Small Business, Series 63, Alternative Investments, Mutual Funds, Series 7, Wealth, Economics, Asset Management, Entrepreneurship, Securities, Disability Insurance, Risk Management, Investment Advisory, Financial Modeling, Long-term Care, Term Life Insurance, Fixed Income, Finance, Trusts, Pensions, Management, Relationship Management, Employee Benefits, Private Equity
Education
College For Financial Planning 1992 — 1995
CFP, Financial Planning
Indiana University Bloomington 1985 — 1987
Political Science
Northside High School
Bloomfield Jr/Sr High School August 2011 - Present
Financial Enhancement Group LLC November 2009 - February 2010
Crane Federal Credit Union May 2009 - December 2009
Purdue University August 2007 - December 2009
Mary Kay, Inc. September 2005 - December 2008
Crane Federal Credit Union May 2008 - August 2008
Greene County General Hospital May 2006 - August 2006
Greene County General Hospital May 2005 - August 2005
Skills
Social Media, Marketing, Newsletters, Time Management, Teaching, Finance, Financial Services, Microsoft Office, Customer Service
Education
Oakland City University 2011 — 2012
Transition to Teaching Certification
Purdue University 2005 — 2009
Bachelors, Financial Counseling and Planning
Messer Caparello, P.A. September 2013 - Present
United States District Court, Middle District of Florida May 2013 - July 2013
The Mills Firm February 2013 - April 2013
Florida Office of Financial Regulation October 2012 - January 2013
Florida Department of Business and Professional Regulation May 2012 - September 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas March 2010 - August 2011
Grant County Prosecutor's Office September 2009 - December 2009
Financial Enhancement Group LLC January 2009 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Legal Research, Westlaw, Legal Writing, Health Insurance, Anti-Money Laundering, Criminal Justice, Finance, Federal Courts, Social Security Law, Employment Law
Education
Florida State University College of Law 2011 — 2014
Doctor of Law (J.D.)
ShatterRed October 2012 - Present
Financial Enhancement Group, LLC December 2014 - May 2015
Orangehaus Records September 2013 - May 2015
Anderson University September 2012 - May 2015
Anderson University September 2012 - May 2015
Royal Tailor May 2014 - August 2014
Sidewalk Prophets May 2013 - August 2013
NiteLites - The Outdoor Lighting Professionals May 2012 - August 2012
Skills
Music, Music Production, Music Theory, Music Industry, Marketing, Online Marketing, Social Media Marketing, Audio Engineering, Audio Editing, Audio Post Production, Audio Mixing, Music Marketing, Digital Music Marketing, Digital Media, Photography, Digital Photography, Graphic Design, Web Design, Web Development, Songwriting, Song Production, Entertainment Industry, Pro Tools, Logic Pro, Mac, Mac OS, Video Production, Video Editing
Education
Anderson University 2011 — 2015
Bachelor of Arts (B.A.), Music Business and Marketing, 3.62 GPA
RQAW Corporation September 2014 - Present
Special Kay Designs May 2014 - Present
Simon Property Group April 2014 - June 2014
Financial Enhancement Group, LLC April 2013 - January 2014
Financial Enhancement Group LLC January 2013 - April 2013
Indiana Wesleyan University September 2011 - December 2012
The Bon Ton Stores Inc. March 2008 - May 2009
Skills
Marketing, Event Planning, Advertising, PowerPoint, Marketing Communications, InDesign, Designing, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, WordPress, Illustrator, Mac programs, Customer Service, HTML, Teamwork, Research, Public Relations, Highly detail oriented, Event Management, Fundraising
Education
Indiana Wesleyan University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Organizational Resources 2014 - Present
Financial Enhancement Group LLC 2012 - 2014
MainSource Bank 2007 - 2012
STAR Financial Bank 2000 - 2007
Skills
Small Business Lending, Commercial Banking, Loans, Credit, Commercial Lending, Leadership, Management, People-oriented, Non-profits, Strategising, Communication, Organizational Vision, Financial Accounting, Business Process, Motivated self-starter, Wealth Management, Nonprofits, Construction Loans, Business Development, Budgets, Strategic Planning, Loan Origination, Credit Analysis, Portfolio Management, Financial Analysis, Consumer Lending, Commercial Mortgages, Finance, Cash Management, SBA, Treasury Management, Retail Banking, Banking, Branch Management, Cash Flow, Credit Risk, Cross Selling, Deposits, FHA, Financial Risk, Insurance, Investments, Lines Of Credit, Mortgage Banking, Mortgage Lending, Mutual Funds, Refinance, Relationship Management, Risk Management, Series 7
Education
Indiana University Bloomington 1989 — 1989
Bachelor's Degree, Business Administration and Management, General
Financial Enhancement Group, LLC February 2013 - Present
Standard Agencies, Inc. February 2008 - Present
Purdue University August 2008 - May 2012
Broadridge Financial 2011 - 2011
Skills
Microsoft Office
Education
Purdue University 2008 — 2012
Bachelor's, Financial Counseling and Planning & Certificate in Entrepreneurship and Innovation
CBOE's Option's Institute 2010 — 2010
Options
Pathfinder 2008 — 2008
Property and Casualty Insurance License, Insurance
Union City Community High School 2004 — 2008
PwC September 2011 - Present
Financial Enhancement Group LLC June 2009 - July 2010
Skills
US GAAP
Education
Taylor University 2008 — 2011
Bachelor of Science, Finance, Accounting, Economics
Financial Enhancement Group, LLC October 2011 - Present
Holland Financial June 2009 - September 2011
Icon Wealth Management June 2008 - August 2008
Blue Cross Blue Shield May 2007 - July 2007
Illini Country Club May 2006 - August 2006
mindWireless January 2004 - 2006
Skills
Economic Forecasting, Technical Analysis, Investment Strategies, Tactical Asset..., Client Relationship..., Trend Analysis, Risk Management, Equities, Portfolio Management, Trading, Investments, CRM, Finance, Strategy, Economics, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling and Planning
United Capital Financial Advisers, LLC July 2013 - Present
c5 Wealth Management, LLC 2001 - June 2013
Financial Enhancement Group LLC 2000 - 2001
McLeodUSA Telecommunications Services Co. Inc. 1998 - 2000
Education
The American College 2004 — 2007
M.S., Financial Services
James Madison University 1992 — 1996
B.S., Biology
Financial Enhancement Group, LLC April 2012 - Present
Skills
Team Building, Event Planning, Customer Service, Sales, Marketing, Fundraising
Education
Ball State University 1985 — 1991
Frankton High School 1980 — 1985