
Personal Finance, Career & Business Coach, Teacher and Entrepreneur
Sheboygan, Wisconsin Area

Personal Finance, Career & Business Coach, Teacher and Entrepreneur
Sheboygan, Wisconsin Area
Certified Financial Counselor serving singles and couples in all areas of personal financial management.
Personal finance is 80% behavior and only 20% head knowledge. We educate clients on the pitfalls of debt and "common knowledge" so that we can coach them in developing good money habits and behaviors to transform their lives.
We don't sell financial products; we provide advice tailored to each individual situation. Our clients join our team with the confidence that we will only give them the advice that's best for them.
Our clients learn to take control of their money so their money no longer controls them. Ultimately, our goal is to help them truly Live In Financial Excellence.
Basic budgeting, debt elimination, retirement savings, college savings, estate planning, insurance planning, real estate planning.
(Privately Held; 501-1000 employees; Furniture industry)
September 2008 — Present (1 year 3 months)
Drive change through instituting lean initiatives in two furniture manufacturing facilities. Drive process improvements to eliminate waste and improve productivity to position the plants for future growth. Mentor process owners and supervisors to facilitate improvements from the factory floor upward in a team-based environment.
(Financial Services industry)
September 2007 — Present (2 years 3 months)
Providing solid, faith-based advice in all areas of personal finance. We teach the "how to's" of budgeting, eliminating debt, building wealth, saving for college & retirement, selecting insurance, and more. Our advice is always in the best interest of our clients because we don't sell investments or insurance. We simply coach our clients through the process of making their money work for them. It's easy to say but hard to do (if it were easy to save money everyone would be rich). We provide the knowledge link to true Living In Financial Excellence.
(Privately Held; 10,001 or more employees; Consumer Goods industry)
September 2007 — August 2008 (1 year )
- Drive lean manufacturing initiatives and processes in a vitreous products manufacturing plant.
(Privately Held; 10,001 or more employees; Glass, Ceramics & Concrete industry)
May 2007 — September 2007 (5 months)
Design and implement process improvements in a 24/7 vitreous products manufacturing facility. Projects focus on safety/ergonomics, quality & yield improvements, production efficiency and lean manufacturing methods. Provide programming and technical support for robotic material handling and glaze spraying processes.
(Privately Held; 10,001 or more employees; Glass, Ceramics & Concrete industry)
April 2005 — May 2007 (2 years 2 months)
Supervise the 24/7 processes of drying clay ware and applying glaze before sending product(s) through the kilns. Glaze application methods include robotic and manual spray systems. Lead and develop cross-functional team of six direct and 51 indirect reports in daily operations and planning.
(Government Agency; Military industry)
January 1999 — March 2005 (6 years 3 months)
Six years of active duty service with leadership experience in combat and peace-keeping environments. Wide range of experience in small organization leadership, change management, operations planning, project management, fleet maintenance programs, supply/logistics, and daily operations management in both technical and non-technical environments.
MA , Management , 2002 — 2004
BS , Civil Engineering , 1993 — 1998
South Dakota certified Engineer-In-Training.
1990 — 1993