I am CFP (a Certified Financial Planner), am the Managing Member of Estate & Retirement Strategies, LLC, and am a Registered Investment Advisor. I have been a financial planner for over 20 years working with business owners and affluent women.
I am a founder of the Millionaire Series.com and Million Dollar Marketing Practices.com and the primary host of Defining Millionaire Moments, a monthly audio program of millionaires throughout the world.
I am also a columnist for various financial magazines and authored The 7 Principles for becoming a Millionaire for Life, Powerful lessons to become wealthy, healthy and happy and If Only I Had Known? What you need to do Now to avoid devastating financial mistakes.
I am a past Faculty Member at the Graduate School of Banking in Madison Wisconsin and earned a Bachelor of Science degree in Finance from Arizona State University.
I am married to Jim Kenehan and have 3 children, Paige, Nicholas & Christopher. We enjoy traveling, movies and all sports.
Personal and Career Goals:
Personal: To continue traveling and to spend more time (possibly move) overseas. We are planning to spend June in the south of France or Spain.
Career: To have meaning in what I do as well as fun. I want to continue to grow and feel challenged and help more people achieve success.
I want to grow my Send out Cards team to 1 million distributors throughout the world.
What objectives do you hope to accomplish as a member of Chats Toastmasters?