Company: Longhorn Financial LLC
Title: Financial Coach
Profession: Finance / Financial Services
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Specialization / Skills Inventory
Public speaking, training / presentations, adult learning theory
Currently, I'm the Site Director for Jericho Road Project, a non-profit providing consulting and training services for other non-profits. And I'm also a Financial Coach for Longhorn Financial, my own financial coaching practice for regular working families helping turn money into wealth.
I was formerly a commercial lender for 14 years working with small to middle market businesses with their businesses. I also spend 10 years as a corporate trainer, helping individuals achieve higher performance in their job, while honing my skills as a trainer and presenter.
What all of these roles have in common is helping people. In my personal and professional lives, that is my passion. My firm belief is that if I help others succeed, then I will succeed.
Outside of work, I volunteer for NFTE, an entrepreneurial program in Lowell High School, and I coach youth sports. I also play volleyball and baseball to get away from stress.