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WiscoREIA's Kenosha Main Meeting

with... Multiple Speaker(s)

Financial Funding! with Jeff Herda & David Hessel

Thursday, June 14, 2018

The Parkway Chateau
12304 75th St
Kenosha, WI 53142
WiscoREIA’s Kenosha Main Meeting Always on the second Thursday of the month at the Parkway Chateau!

Thursday, June 14th from 7:00pm – 9:00pm 

Hosted by:
 Russ Moldenhauer & Matt Hedstrom

Speakers:
 Jeff Herda, David Hessel & Chad Albano



Speaker: Jeff Herda

Jeff Herda grew-up in Wind Lake, WI, a small town in the outskirts of Milwaukee.  He is the first of his family to go to college and graduated with a degree in Physics and a minor in Mathematics.  For over 20 years, Jeff then pursued his passion of Mechanical Engineering and designing new solutions for a German company. Over the years, Jeff rose through the ranks with his outside-the-box thinking and get-it-done, customer-first mentality.
He has always enjoyed how you can make money work for you. He has invested in many non-traditional vehicles. From Real Estate, Private Loans, Crypto-currencies, Collectable Cards, etc.
Jeff has always had a passion for helping people reach their goals: from tutoring in college, teaching people to use computers, receiving a preliminary patent for a new design of an AC/DC generator, fixing lawn equipment, to becoming a Dave Ramsey Solutions Master Financial Coach.
Jeff’s personal journey eliminated $483,000 of debt and became debt free. He wants to share that with others. While coaching people from negative 10 back to zero, he realized that there is so much miss-information about money and investing.His sincere compassion for others and interest in all matters concerning investing, coupled now with the tools and resources at his disposal, Jeff is now able to provide even greater positive change in the lives of the people he is helping.



Speaker:
David Hessel

David’s passion for financial planning began at the age of 19 and he now has over 5 years of experience in the financial services industry. He holds a Bachelor of Science in Finance from Marquette University, a Series 66 and a Series 7 License. His desire to impact the personal lives of those around him is what brought him to where he is today.
David takes a holistic approach to financial planning. With numerous relationships across the insurance and investment industry offered through Global View Capital, he has the solutions for every unique situation he works with. He and his team listen first, design a real-time plan, present their findings, and work with you to give the clarity you deserve. With the fiduciary standard at his core, the best interest of the client will always be the reason for any solution.
David has the privilege to work with his high school sweetheart, Gina Ferrara, his marketing counterpart and business partner. Together, they strive to make a positive impact in the lives of everyone they meet.



Speaker: Chad Albano

Chad Albano is an Executive Director with Global View Capital Advisors. He is in his 15th year in the financial services industry. Chad holds a Bachelor of Business Administration in Accounting from the University of Wisconsin - Whitewater. Prior to this role, Chad had extensive experience in various roles within corporate finance and accounting.
Chad is married and has 2 young daughters. Faith in God plays a key role and serves as a moral foundation in his life. Chad values continued learning and growing and enjoys family time, public speaking, teaching, fishing, and practicing martial arts.
BUSINESS PHILOSOPHY:
Being placed in a trusted position by my clients is both a privilege and responsibility. In my years of helping clients I have found that the common need – whether millionaires, business owners, to those just getting help for the first time – has been education. Therefore, my philosophy has always been to provide education to help my clients be empowered and better equipped to make better decisions with respect to their finances. I then provide the guidance along the way as well as access to the solutions that may fit their particular needs. In the end, I strive to always make it a win-win with my clients and value cultivating a long-term relationship with each of them.

Topic: Financial Foundations
 
Meeting Location:

The Parkway Chateau
12304 75th St
Kenosha, WI 53142

Come early or stay afterwards! Bring your deals too!
Your first meeting is free! After that Non-Members are $20!

Members:
FREE
Non-Members:
$20.00


Print a FREE Guest Pass

Never been to a meeting before? First Time Guests can attend their first meeting for Free with a complimentary Guest Pass.


Date: Thursday, June 14, 2018
Time: 7:00 PM - 9:00 PM

Location:
The Parkway Chateau
12304 75th St
Kenosha, WI 53142

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(920) 724-1307

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