Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Dayton, OH #4465!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

I became a licensed health and life insurance agent in 1995 with the desire to help people protect their life’s work and to ensure their insurance coverage fits their needs and lifestyle.  In 1998, I started a company focusing on a complete approach to helping individuals as well as business owner’s focus on multiple areas to be sure their lifestyle and future was protected.  I realized, if I worked for only one insurance company, I would have to offer only their products to my clients even if they were not the best value or the best fit to my clients. By owning my own agency and utilizing multiple companies, I can truly find the products and services that makes the most sense to each client. I have found that most people want their trusted advisor to do the research for them and then offer the strongest products and services available, not just one product they happen to have.  

Education is my Mantra.  Reverse the old adage, What people don’t know will hurt them!

Goals For My Clients 

  Helping my clients Protect their Life’s Work

  Educating my clients on the solutions that best fit their needs

  Cost effective options for basic planning documents - Will, Living Will and   P.O.A’s

Business Clients  We help lower costs through – Employee Benefits - Legal Consultation - Debt Collection Issues – Contract and Document Review – Classic 105 Tax Strategy – Key Employee Plans and Business Continuation Plans                                          

Professional Training and Recognition

  Licensed Health and Life Agent in 20 states

  Retirement Planning and Business Protection Strategies

  Certified Identity Theft Risk Management Specialist

  ACA Health Insurance Certified

  20 years of helping people with Medicare planning

 About Me…I am married with 5 children and 2 Doberman Pinschers, Duke and Delilah.  I love spending time with my family and friends.  I enjoy traveling and experiencing different cultures and ways of life.  I also like working hard for both my family and clients.  I belong to several community organizations including the Masonic Lodge, and am a member of Living Word Church in Vandalia.