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| Leadership & Professional Positions |
USA FINANCIAL Ownership Affiliates
USA Financial Securities; USA Financial Distribution; Portformulas Investing; Plug-N-Run.
Chairman & CEO 2003-Present; President 1991-2003; Vice President 1989-1991; Financial Advisor 1988-1989. |
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. |
Allstate Insurance Agency
Life Insurance & Annuity Sales Representative 1987-1988. |
Independent Insurance Agent
Selling Children’s Life Insurance Policies Door-to-Door 1987. |
American Annuity Life Ins Co
Marketing Associate Internship 1987. |
Previous Non-Financial Positions
Pioneer Construction Steel Crew; Weathervane Window Manufacturing; Chrysler Automobile Dealership; 1981-1986. |
Board Membership
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Allianz Field Advisory Board 2008-Present; Allianz Marketing Advisory Board 2007; Editorial Contributor Board Member for Agent’s Sales Journal 2003-2004; LifeUSA Shareholder Advisory Board 1993-1994; LifeUSA Shareholder Advisory Board Chairman 1994; USA Financial Corporate Board Member 1988-Present. |
| Authorship & Interviews |
Advisor Today Magazine; Agent's Sales Journal Featured; Annuity Super Producer Online; Asset-Cycle Portfolio System; Asset-Cycle Portfolio System Presentation Software; Audio-Visitor "In-Home" Client Audios; Brokers News Magazine; Fascinating Financial Facts Turnkey Client Newsletter & Library; Fill-the-Room "Live" Seminar System; Insurance IQ Online; Insurance Marketing Magazine; InsuranceNewsNet; Life Insurance Selling Magazine; Long Term Care Forum; Los Angeles Times Newspaper; Portformula Formulaic Investment Strategies; ProducersWeb; RAM Formulaic Recession and Market Allocation Management; Senior Market Advisor Magazine; Variable Product Specialist Magazine; Video-Visitor "In-Home" Client Presentations.
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On-Air Audio & Video
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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; Grey Fox & The Boomer WERE Cleveland 1300 AM; HS Dent Economic Interview with Randy Johnson; LifeUSA National Corporate Training Video; Money Talk on Talk America Radio Network Syndication; Power Strategies Audios; Smart Money Strategies WAIT Chicago 850 AM; Summit Financial Forum WOWO Fort Wayne 1190 AM; Trade Secrets Audios; Universal Benefits Life National Corporate Training Video; 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
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Allianz Field Marketing Organization Annual Meeting; Allianz Independence Day Convention; Allianz Town Hall Meeting; Annuity Forum East National Conference; Annuity Forum West National Conference; Broker Dealer Annual Compliance Meetings; Chain-of-Secrets Mastermind Forum; International Association for Financial Planning West Michigan; LifeUSA Field Marketing Organization Annual Meeting; Million-Dollar Trade Secrets Boot Camp; Selling to Seniors National Conference by Life Insurance Selling Magazine; State Department of Insurance Continuing Education Approved Instructor (8 States); Successful Seminar Selling Roundtable; Trade Secrets Coaching Academy; Variable Products Forum; Various Consumer Groups across United States; Various Industry Workshops & Training Meetings. |
| Honors & Recognition |
Acknowledged as "The Client Seminar Guru" at Selling to Seniors National Conference; 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; Developer of Quantitative Formulaic Trending Portformulas Investing Strategies; Every Day Hero Marketing Guru Award from Allianz Life; 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; Ranked #1 Speaker at Annuity Forum East National Conference; Ranked #1 Speaker at Annuity Forum West National Conference; Youngest FMO Production Award Recipient for LifeUSA (then age 25). |
| 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; Jay Abraham Mastermind Marketing Training Program; 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 |
Chartered Life Underwriter CLU Designation.
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.
Non-Resident Insurance and Securities License Appointments throughout all 50 of the United States.
Michigan Bankers Association, Robert M. Perry School of Banking for Executives, Post University Competitive Scholarship Winner 1988.
Central Michigan University, Bachelor of Science in Business Administration, Double Major in Marketing & Management 1984-1988. |
| Personal |
Wife, two sons, daughter and golden retriever.
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. |