Who am I?
Born and raised in Lodi, CA, I am the son of Martin and Mary McCann past owner of Tradewind Tires of Lodi, and Schapp-Brenner Tire and Wheel in Sacramento and now retired Realtor. I am married to Tracie and have two children, Declan and Daphne. Having been raised in a mid-sized business, my views and thought process is that of a business owner. I have created and sold off three insurance businesses’, a 40-location route business, I currently manage multiple rental properties and have consulted on three Sacramento based start-up business. These life experiences give me a unique look at the creation and execution of business and the need for efficiency, planning, and tracking. This also allows me to view your situation in a different light.
I attract, build, manage and educate my clients consisting of individuals, families and businesses via trade shows, workshops, seminars and referrals. I perform needs based analysis for insurance and financial products and services. I also produce strategic asset allocation models for investing and managing of client investments. Additionally, I look to provide group benefits options that meet the financial and benefit needs of my employer groups.
For the community at large, I provide work site and school site educational based presentations. I look to educate students at Modesto Junior College, Modesto, CA and Lodi Academy High School. I have also facilitated the Dave Ramsey Financial Peace workshop and taught at San Joaquin Delta College in Stockton, CA through the community education department. I specifically teach topics in finance and insurance. These topics have ranged in complexity from an introduction and overview to specific and in-depth. Classes have covered multiple calculations in present value, future value, annuity payments, cash flow payments and other complex computations. I am usually open to additional speaking and/or educational events and activities, so if you have one in mind, give me call!
As for licenses and education, I have the following:
- State of California, Health, Life, LTC, Disability and Variable Contract License (0B41232)
- Understanding of HIPAA rules and regulations
- Completed Advanced Seminar Presentation training with Emerald Seminars
- Completed Advanced Public Speaking training with American Express
- Completed Dale Carnegie courses in leadership and effective speaking
- Masters in Business Administration, April 2008
University of Phoenix, Rancho Cordova, CA
- Bachelor of Science, Business Administration: May 1993
Double Concentration: Finance and Insurance
California State University, Sacramento, Sacramento, CA
- Associate of Arts, Business Administration: May 1990
San Joaquin Delta College, Stockton, CA
Should you wish to contact me and discuss your financial situation, please call me at 209-339-1825 or email me at email@example.com