
President at BOTB, LLC
Greater Los Angeles Area

President at BOTB, LLC
Greater Los Angeles Area
My work has allowed me to market to and educate consumers on financial and investment products and services for companies including Merrill Lynch, Transamerica and others.
My experience includes explaining financial products and services directly to Investors and Consumers and to Financial Institutions, Financial Services Sales Personnel, Brokers and Agents. During this time, I’ve facilitated over 600 presentations nationally and internationally to thousands of people on topics in Personal Finance, Securities, Insurance, Tax Strategies and Real Estate.
Since I am working with the nations largest administrator of Self Directed Retirement Plans, I have resumed facilitating seminars on Retirement Planning using Self Directed Retirement Plans, I am expanding the content of my Seminars and Webinars to include strategies for creating Sustained Abundance in peoples financial and personal lives.
I am active as a speaker with many Real Estate Investment Clubs around the Western U.S. and offer Webinars on Financial topics at www.botbseminars.com .
Personal Finance with an emphasis on Alternative Investments in Real Estate, Precious Metals, Notes and Tax Liens and other Hard Assets in Self Directed Retirement Plans (IRA's, Roth IRA's and Individual 401(k) plans)
Writing Blogs on the internet, using new technology to help Americans create Sustained Abundance in their financial and personal lives. Creating awareness of the financial challenges facing Baby Boomers, Echo Boomers and Generation X who fail to plan for the future. Helping those affected adversely by the Recession.