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| Leadership & Professional Positions |
USA FINANCIAL® Ownership Affiliates
USA Financial Securities; USA Financial Distribution; Portformulas Investing; Plug-N-Run.
President 2003-Present, Vice-President of Marketing 1998-2003, Marketing Director 1996-1998, Marketing Representative 1995-1996.
Magic Money Radio Show
Financial Radio Host Simulcast Weekly on WMJH 810 AM & WMFN 640 AM 1998-2002.
Morning Market Report Commentator on “McKay in the Morning” WMJH 810 AM 2000-2001.
Independent Financial Advisor
Life, Annuity, Disability, and Group Insurance Sales 1994-1995.
Northwestern Mutual Life
Life, Annuity, and Disability Insurance Sales 1993-1994.
Previous Non-Financial Positions Independent Insurance Agency Sales Associate, Horse Racing Track Money-Room Clerk, College Financial Aid Marketing/Advertising Associate and Retail Sales Manager 1987-1993. |
| Board Membership |
USA Financial Corporate Board Member 2003-Present. |
| Authorship & Interviews |
Annuity Super Producer Online; Asset-Cycle Portfolio System; Asset-Cycle Portfolio System Presentation Software; Fascinating Financial Facts Turnkey Client Newsletter & Library; Fill-the-Room "Live" Seminar System; Insurance IQ Online; InsuranceNewsNet; Portformula Formulaic Investment Strategies; ProducersWeb; RAM Formulaic Recession and Market Allocation Management; Video Visitor "In-Home" Client Presentations.
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| On-Air Audio & Video |
12-Minute Quick-Fix Audios; Advisor In-Demand System; Advisor Wisdom Podcast Series; Chain-of-Secrets Audios & Videos; Ed Slott IRA Interview; Financial Wellness Initiative Audio Series; Interview by Annuity Super Producer Online Magazine for Financial Advisors; Money Talk on Talk America Radio Network Syndication; Morning Market Report Weekly Commentator on McKay in the Morning WMJH 810 AM; Power Strategies Audios; Smart Money Strategies WAIT Chicago 850 AM; Summit Financial Forum WOWO Fort Wayne 1190 AM; Trade Secrets Audios; Window on Wall Street Interview by Robert Chesney; Where Did All that Money Go Video Writer/Producer; Winner's Secrets Audio Series; You & Your Money WCVO Columbus 104.9 FM. |
| Public & Keynote Speaking |
Allianz Independence Day Convention; Broker Dealer Annual Compliance Meetings; Chain-of-Secrets Mastermind Forum; Chain-of-Secrets Masters Mastermind Forum; Million-Dollar Trade Secrets Boot Camp; Successful Seminar Selling Roundtable; Trade Secrets Coaching Academy; Trade Secrets Discovery Day; Trade Secrets Training Day; Various Consumer Groups across United States; Various Industry Workshops & Training Meetings. |
| Honors & Recognition |
Acknowledged in Dan Kennedy book "No B.S. Sales Success"; Acknowledged in Ed Slott book "Stay Rich for Life! Growing & Protecting Your Money in Turbulent Times"; Acknowledged in Joe Polish Genius Network Interview Series "Auto Pilot Advertising Systems"; Co-Developer of First Trust Portfolios Momentum Growth Portfolio Unit Investment Trust Strategies; Leading Office of Supervisory Jurisdiction for Investors Capital; Leading Office of Supervisory Jurisdiction for LifeUSA Securities; Production Award Recipient for Allianz Life; Production Award Recipient for American Equity; Production Award Recipient for Fidelity & Guarantee; Production Award Recipient for First Penn-Pacific; Production Award Recipient for LifeUSA Insurance; Production Award Recipient for Lincoln Financial; Production Award Recipient for Monumental Life; Production Award Recipient for National Western; Production Award Recipient for Old Mutual. |
| Advanced Entrepreneur Training |
Alumni Mastermind Summit Marketing Idea Extravaganza; Consulting Business Boot Camp; Copywriting Mastery & Sales Thinking Boot-Camp & Workshop; Covenant Group Norm Trainor Best Practices of Entrepreneurial Managers; Covenant Group Norm Trainor Best Practices of High Performing Advisors; Dan Kennedy Personal Consulting Sessions; Information Entrepreneurs & Marketers Ultimate Boot Camp; Jumbo Results Marketing Super Conference; Kennedy Inner Circle Platinum Roundtable Member; Kennedy Private Consulting Group; Kennedy Wealth for Entrepreneurs Private Mastermind Group; Marketing & Moneymaking Success Strategies; Marketing & Moneymaking Super Conference; Mark Zesbaugh Personal Consulting Sessions; Strategic Coach Dan Sullivan Program for Highly Successful Entrepreneurs $1M+ Group; Ultimate Marketing & Entrepreneurship Boot Camp; Wealth Attraction for Entrepreneurs. |
| Education & Licenses |
SEC & FINRA Registered Representative Licenses, Series 6, 7 & 63.
SEC & FINRA Securities Principal Licenses, Series 24 & 26.
FINRA Investment Advisor License, Series 65.
Michigan Resident Life, Health & Disability Insurance Licenses.
Michigan Resident Variable Life & Annuity Insurance Licenses.
Western Michigan University, Bachelor of Science in Business Administration, Major: Finance, Minor: Management 1988-1992. |
| Personal |
Wife, two daughters, and a son.
Support numerous charities, generally Christian oriented, with focus on children and/or education.
Enjoy time, activities and travel with family, numerous sports, outdoor interaction and coaching children. |