Personal Information
Organization / Workplace
Wichita, Kansas Area United States
Occupation
Author, Financial Services Industry Trainer, Podcast Producer/Host
Industry
Finance / Banking / Insurance
Website
About
Trainer and speaker focused on the financial services industry. Author of books on personal finance, banking, investing and capital markets. Host and Producer of the Really Simple Investing Podcast. I can develop and deliver customized training on most topics within the financial services industry. Prior experience in retail, commercial and investment banking. Former financial planner, licensed in life and health insurance. Registered Representative. Tax preparer. Consultant to community banks, insurance, tax preparation, accounting and annuities companies.
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