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Financial Training

United States
August 16, 2018

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Central Michigan University Mount Pleasant, Michigan

Bachelor of Individualized Studies With Honors May 2017

Major: Applied Humanities

Minor: Music

GPA: 3.4/4.0

Work Experience

FourTwelve Financial Mount Pleasant, Michigan

Financial Coach March/18 – Present

- Work with families and individuals on mastering personal finance

- Advise couples on how to better communicate with regard to money

- Calculate and create plans for savings goals, debt repayment, and retirement

- Advise college students on financial and academic matters for professional development

- Create a plan

Queen of the Miraculous Medal Parish Jackson, Michigan

Director Youth and Young Adult Ministries July/17 – Present

- Developed a theological educational program for middle school and high school youth

- Lead youth group meetings and taught curriculum

- Chaperoned youth group Steubenville Conference

- Promoted youth group functions and recruited new members

Central Michigan University Mount Pleasant, Michigan

Events Staff Team Member School of Music January/15 – May/17

- Assisted in operations planning for various concerts and event productions

- Assisted in training student workers for job related tasks

- Collaborated with faculty and co-workers for events from planning through preparation to production and finish

- Met the needs of guest artists, faculty, and benefactors

Professional Development

College for Financial Planning

Financial Paraplanner Qualified ProfessionalTM March/18

- Education and examination on a breadth of topics relating to the financial industry

- Signed Fiduciary Oath

Ramsey Solutions Financial Coach Master Training

Ramsey Solutions Master Financial Coach March/18

- Training in coaching and personal relations

- Education on personal financial management

- Training on better business practices


Centralis Scholar award: Spring 2014

Honors College graduate: Spring 2017

Eagle Scout award: Fall 2013

Music talent scholarship: Spring 2014

Dean’s List Central Michigan University: Fall 2014, Spring 2017

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