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Vast Experience

2006 - Offering consumer products for stores and for direct sale to the public.

2006 - Began offering Medicare Part D coverage.

2004 - Started the export-import brokerage service.

2003 - Went on line with Great Lakes Services. Signed with Fortis Insurance, Penn Treaty Insurance, & Standard Life. In 2004, I added Allianz Life.

2002 - Acquired Life, Accident, & Health Insurance License in Indiana. Indiana Department of Insurance

1999 - Became an Enrolled Agent. This allows me to represent clients at IRS audits.

1998 - Began using OneWritePlus accounting software.

1994 - Started Great Lakes Realty as a real estate brokerage & property manager.

1991 - Acquired Real Estate Broker license in Indiana. Indiana Professional Licensing Agency (Indiana Real Estate Commission)

1990 - Began regular bookkeeping by setting up and running the bookkeeping system for my church.

1989 - Began working as an income tax professional.

1987 - Acquired a Real Estate Sales license in Indiana.





Indiana Department of Insurance

Indiana Professional Licensing Agency (Indiana Real Estate Commission)






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