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| OUR VISION To deliver training services and tools that support individuals and families in making a fundamental life-shift by transforming their attitude and experience around money and wealth. OUR MISSION Using proprietary technology, tools, and training methodologies, provide quality coaching training, tools and services that help people clarify their life priorities -- as well as proactively manage their money and wealth in ways that support those priorities. WEALTH STRONG is dedicated to the certification of quality financial coaches who teach individuals to build on their intellectual, emotional and creative strengths, and providing the tools to help to guide people to personally experience true wealth. We are engineers, security industry professionals, financial planners, professional coaches, debt counselors, entrepreneurs and business leaders.
At WEALTH STRONG International, Inc., we’ve assembled a management and training team with deep and varied experience. |
| Evonne Ryan - WEALTH STRONG Founder -- view the latest information on Evonne by clicking here 
In her 18 years of service as a highly respected Financial Securities Advisor, complimented by her background as a coach, teacher, lobbyist, speaker, television producer, and financial radio commentator, Evonne has demonstrated her commitment to helping individuals find financial security. She has dedicated the last five years of her life to building WEALTH STRONG, focusing on bringing unbiased, cutting-edge technology to the financial industry and creating the Certified Financial Coach program. Evonne put aside her securities licenses in 2008 to take over as WEALTH STRONG's CEO and to expand WEALTH STRONG's services to include her former firm FINANCIAL & TAX STRATEGIES, Inc. (FTS). Evonne served as a Registered Securities Principal of NFP Securities, Inc., with series 24, 7, 63, 65, and insurance licenses. She is trained as an Accredited Investment Fiduciary®, Certified Estate Planner TM, and Mediation/Conflict Management Specialist. In October 2005, Evonne became the nation’s first Certified Financial Coach TM. She is the author of “Changing More Than the Channel,” an EMMY and ACE Award winning television producer, and co-founder of two financial planning firms dedicated to helping people in their life transitions. | | | | Vicki Manning – CFP®, Dean of Students  Vicki has spent over 23 years in the financial services industry. Her background includes management and production with well known financial services companies including Fidelity Investments and Charles Schwab & Company. While managing a Fidelity branch, she directed local markeing events includeing seminars and public relationship campaigns. She helped her office double branch revenues over the years she was in charge. She worked in the institutional department of Charles Schwab & Co. providing client service to private money managers. It was in this position that Vicki realized she wanted to help people find financial success through financial planning. She passed the Certified Financial Planning certification exam in 2000. Whaile at Schwab, she managed both service and operations staff. She also helped clients manage their portfolios as part of the Help and Advice Department. Most recently Vicki has been working as an independent financial consultant, specializing in risk protection strategies. Vicki works with clients as a Certified Financial Planner® and is also part of the research and development team for the Certified Financial Coach™ program and for Wealth Strong Development. She believe that her work as a Certified Financial Coach provides important added value to her work as a financial planner. She coaches and educates clients to a more powerful relationship with money. They can then take the neccessary actions to design and plan a finanaicl future that will support the things that are most important to them. Steve Portlock, CMA– WEALTH STRONG CFO Steve joined WEALTH STRONG International, WEALTH STRONG Development and our group of subsidiaries as CFO in 2009 and brings his vast experience in corporate finance to our firm. As owner of ProMAC of Colorado, Steve has worked extensively with start up companies to build and help manage their growth. Steve is past CFO of ClearChoice Management Services and VP of Finance at The Lifelike Company. He has a BBA in Financial Accounting from National Univerand MBA in Financial Accounting from Regis University. | The following internationally recognized individuals have contractual arrangements with WEALTH STRONG International as faculty, adjunct faculty and/or major contributors to our training programs. Their teachings are part of our Certified Financial Coach training program and also shortened presentations are included in the Financial Wealth CAMP group presentations presented by Certified Financial Coaches. |  Joan King, MCC, Certified Financial Coach Program Training Director see information about Joan Here After obtaining a multidisciplinary Ph.D. in Neurosciences and Psychology from Tulane University, Joan was engaged in basic research in neuroscience for 25 years. A Professor at Tufts University Schools of Medicine in Boston for 20 years, Joan served as Chair of the Department of Anatomy and Cellular Biology for the Schools of Medicine.
She envisioned and created a Multimedia Resource Center on the Boston campus and also developed and directed the Center of Research in Reproduction at Tufts University from 1992-1997. Joan has now been engaged in scientific studies for nearly half a century. In the course of her personal development, she began to utilize scientific principles as metaphors and tools to expand consciousness. Joan articulates her philosophy in scientific metaphors in her book Cellular Wisdom, published in 2004 and Cellular Wisdom for Women. An Inner Work Book, published in 2008.
Having experienced the processes of self-examination, self-reflection and self-actualization, Joan designed and established a coaching service, Beyond Success TM, LLC to assist others in living on purpose and evoking their greatness. Her philosophy is that life emerges from the energy that emanates from individuals' core beliefs and the focus of their thinking. She helps people unfold aspects of their authentic selves, unmask limiting core beliefs and recast them as actualizing principles, integrate deep understandings and claim their creativity, in a process that leads to full, authentic self-expression. Joan, a certified coach and coach trainer, helps people to simultaneously achieve success and go beyond success to self-actualization.
She prides herself on her role as a professional and personal coach, coach trainer, and a consultant and workshop leader with twenty-five years as an educator, scientist and administrator in universities and academic-based organizations. Dr. King is a certified Success Unlimited Network Coach and a Master Certified Coach, credentialed by the International Coach Federation. Her KEY ACCOMPLISHMENTS include:
o Received excellence-in-teaching awards within major academic environments o Created programs for teaching biomedical sciences to non-professionals o Designed and established a multimedia center for professional students at Tufts University o Developed and published two interactive learning programs for Neuroscience o Published extensively in peer-reviewed journals o Consultant to the National Science Foundation and National Institutes of Health o Received "The Distinguished Career in Teaching Award," 1999, Tufts University o Speaks at national and international professional meetings
| | ***************************** | |  Paul Lemon, CPA, CFP® Faculty Member: see additional information about Paul Lemon by clicking here
Paul Lemon is not your everyday financial planner. He grew up modestly on a ranch in Durango, CO, and put himself through college with the money he earned breaking horses since the age of 12. After graduation, Paul returned to his hometown and became the CPA to nearly 500 clients, a business he grew over time. It wasn't just Paul's ability to crank out his clients taxes and provide relevant financial advice to his clients' questions that resulted in such growth. The real service that kept the townspeople returning year-after-year was Paul's ability to sit with, and listen to his clients. His goal has always been to help each of his clients find more happiness with less suffering in their financial lives. Longing to uncover a solution to the money misery we all experience, he sold his private CPA tax practice to become a full time CFP® fee-only financial planner. Paul's new approach is rooted in practical experience and focuses on the cause, not the symptoms, of our troubled relationship to money. He believes that each person must come to grips with money by finally giving it their full attention. "You can't delegate this work to a professional, " Paul says. "You have to develop a daily 'conversation' with money that helps you live authentically. Awakening follows attention" |
| ************************************** Bernard Lietaer, International Economist
Serving as an adjunct professor for WealthCAMP and the Certified Financial Coach™ training program we are proud to have video presentations by Bernard Lietaer, international economist, co-designer of the Euro and author of the forthcoming book The Future of Money. Bernard has been active in the domain of money systems for a period of 25 years. While at the Central Bank in Belgium he co-designed and implemented the convergence mechanism (ECU) to the single European currency system. During that period, he also served as President of Belgium’s Electronic Payment System. His consultant experience in monetary aspects on four continents ranges from multinational corporations to developing countries. He co-founded one of the largest and most successful currency funds, becoming its general manager and currency trader. Mr. Lietaer was Professor of International Finance at the University of Louvain. Recently he taught at the Marpa Center for Business and Economics at Naropa University and was a Fellow at the Center for Sustainable Resource Development at UC Berkeley. As a recognized leading international expert in building of complementary currency and his background with world economics, Bernard brings a broad understanding of the history of money and its role in the drama it causes in the lives of many. | | ********************************** Lynne Twist, Author, International Speaker
 Also serving in an adjunct faculty capacity is Lynne Twist. As a global activist, fundraiser, speaker, consultant and author, Lynne has dedicated her life to global initiatives that serve the best instincts in all of us. She has raised hundreds of millions of dollars and trained thousands of fundraisers to be more effective in their work. Lynne has spent more than three decades working in positions of leadership with many global initiatives including: ending world hunger, protecting the world’s rainforests, empowering indigenous peoples, improving health, economic, and political conditions for women and children, advancing the scientific understanding of human consciousness, creating a sustainable future for all life. As original staff member of The Hunger Project, an organization started in 1977 to end world hunger, Lynne served as a leader of this global initiative for 20 years. During those years she created and managed the worldwide fundraising operation. As she traveled the world learning how to work in a multitude of different cultures, Lynne developed profound wisdom about our relationship to money and the way it governs, dominates and stresses our lives. The compelling stories and insights gained from her experiences inspire Lynne’s keynotes and workshops, and are the foundation for her best selling, award winning book The Soul of Money. Lynne founded the Soul of Money Institute to express her commitment to supporting and empowering people in finding peace and sufficiency in their relationship with money and the money culture.
| | ******************************************************************************************************************* Other Major contributors to WEALTH STRONG The coordinated efforts of these and other professionals have been critical to the history and operation of WEALTH STRONG International, Inc. and subsidiary companies: Certified Financial Coach Services Inc., WEALTH STRONG Affiliates Inc., and Financial & Tax Strategies, Inc. ********************************************************** Ann Felteau, PMP, Business Development Program Manager Ann brings over 17 year experience driving business growth, managing organizational change and business operations. She has an engineering foundation and over 12 years as a Certified Project Management Professional (PMP). Ann played a critical role in U S
WEST's $880M reengineering initiative and has built end to end processes for new organizations and start-ups managing operations in both Marketing and Engineering organizations.
During her time at McDATA Corporation, a storage area network engineering and manufacturing company, Ann managed their most critical product launches, three merger and acquisition announcements and integrated both their Marketing and Engineering organizations post acquisition.
Her management methodology and team building approach has helped companies achieve over $30M in incremental revenues through new promotions and programs and over 400% press coverage improvements. She is also currently President and Principal consultant for Cocura Management Services, providing solutions to her clients in high tech, healthcare, financial and government.
Ann holds a bachelors degree in electrical engineering from the University of Minnesota, a masters' certificate in program management from the University of Denver and has maintained PMP certification with the Project Management Institute since 1996. *********************************************************** Mike Hartmann, CPA, Research and Development As a CPA with a Masters in Tax, Mike created both the Certified Loan Analyst and Fee-Only Mortgage programs. He has served as Senior Systems developer for Max Logic, Inc., where he designed, coded and delivered critical applications. His expertise includes web-enabled database reporting solutions, data structure, interface programs, integration of data sources between automated trading systems, accounting software, retail ecommerce applications including secure electronic fulfillment.
Prior to his work with Max Logic, Mike managed over $35,000,000 in client funds with full discretionary authority. He has designed and administrated cutting edge artificial intelligence market forecasting software models for both end of day and intraday market forecasts. With that model in 1997 he earned MONI Research's Best Performing Time Manager of the Year distinction. | ." Credentials
Certified Public Accountant
License # 6795
Certified Financial Planner
License # 057516
NAPFA (National Association of Personal Financial Advisors) Registered Financial Advisor
Member of American Institute of CPA's Member of Financial Planning Association
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