
Coach - Freedom Fast Track
Provo, Utah Area

Coach - Freedom Fast Track
Provo, Utah Area
I have been in the financial services industry for more than 7 yrs and focus primarily on helping clients and business groups create wealth, happiness, and financial freedom now rather than in 30-40 yrs by living and serving with a clear purpose in their life. I teach the opposite of the traditional industry leading to more wealth and cash flow with more certainty. More importantly, my clients learn to live a higher quality of life rather than just having quantity of things. Furthermore, I coach other financial professionals in mortgage, insurance, and financial advising industries in building their businesses and providing more value for their clients. Also have several years experience trading stocks and options. In addition, I was a volunteer missionary and taught English in Japan for 2 years and am relatively still fluent in Japanese. Began teaching ballroom and social dance again in 2008.
LEAP licensee and licensed to teach the Freedom Fast Track process, formerly licensed in insurances and securities. Brainstorming business ideas with clients, training financial professionals and small business organizations in increasing production. Public speaking to small or large groups. Choreographed ballroom dance routines for Utah Valley State College and other private groups and am teaching technique classes.
(Privately Held; 1-10 employees; Health, Wellness and Fitness industry)
February 2008 — Present (1 year 11 months)
Every 2 months, we throw a dinner and dance party for couples to mingle, make new friends, and have a blast learning ballroom dance and social dance skills. In between the bi-monthly dinner & dance parties, I also offer group classes and private lessons for couples to learn to dance together, increase their physical fitness, reduce stress, and/or just have fun.
(Financial Services industry)
July 2006 — Present (3 years 6 months)
I advise clients how to prosper financially and live a life of quality and purpose in all areas, instead of just having a lot of money. Rather, I teach them to have both.
(Public Company; 51-200 employees; Computer Software industry)
December 2006 — October 2008 (1 year 11 months)
Engenuity Financial (formerly known as Engenuity SLC) is the home of the Freedom Fast Track process where I teach families, advisors, and businesses how to prosper financially and improve their overall quality of life by being more productive and adhering to principles, not just strategies.
(Public Company; 201-500 employees; Professional Training & Coaching industry)
April 2005 — July 2007 (2 years 4 months)
Stock Coaching
(Public Company; 201-500 employees; Professional Training & Coaching industry)
April 2005 — July 2007 (2 years 4 months)
(Public Company; 10,001 or more employees; AEG; Financial Services industry)
2002 — 2006 (4 years )
(Financial Services industry)
2005 — 2005 (less than a year)
(Privately Held; 1001-5000 employees; Health, Wellness and Fitness industry)
October 1999 — September 2004 (5 years )
Took customer service calls, orders, resolves issues, etc.
1999 — 2001
AA , Sociology , 1995 — 1999
1991 — 1995
Movie buff, ballroom dancing, socializing, public speaking.
Republican Party, Japan Nagoya Mission, Producer Power Hour, Freedom Fast Track, Former Circle K Member, Serious Business Persons, Professional Speakers and Seminar Leaders Group, Capital Markets & Financial Services Network, Linkedin Q&A
Finished in the St. George Marathon in 2007. Also, I won 5th place in my 3rd grade spelling bee =)