Founded With A Mission, Our Story:

Worked as the Controller for Wealth Financial Group, an insurance FMO specializing in insurance annuities, and the fastest growing FMO with Brokers International. We grew from a small firm to regularly writing 9 figures in annuities reliably each year. We ran thousands of dinner seminars across the country each year. Oversaw the financial operations for Richness of Life Institute division, an education course marketing program for Financial Advisors, that ran thousands of educational courses at numerous colleges across the country. Oversaw the financial operations for Plan on College that taught financial advisors how to structure client financnes to maximize financial aid awards and minimize college costs. I have a long history. Oversaw and helped develop a tax program that financial advisors used to develop new clients.

Worked as Controller for Canopy Management, a PPC Marketing firm that gre wfrom a small 6 person company when I started there to a 40-50 person team that managed hundeds of millions of dollars in annual ad spend around the world. Helping people sell their products online and personally writing bid setting software that was responsible for controlling and managing advertising campaigns.

Volunteered as Site Leader for Ladder Up Chicago, a top five volunteer tax service in the country. Promoted to oversee a tax site the first year I volunteered, and was promoted to run one of their largest sites, where I oversee 20-30 volunteers every week and we produced 60-80 tax returns one day per week.

Received a Masters Degree in Taxation from the University of Southern California.