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Portfolio Managers:
Click on name for biography & photo
Staff Professionals:
Click on name for biography & photo
Julie Sharkey
Tax Manager and Liaison to
Pensco Trust Company
Kim Bolle
Administrative Assistant
Loan Processor
Michelle Sandage
Tax Management & Accounting
Sabrina Avila
Agency Manager / Property, Casualty, Life & Health
Insurance
Isidro Gonzalez
Lawn Maintenance
Marketing:
Click on name for biography & photo
Andre Maxwell
Marketing
Karen Stormo
Marketing
Professional Advisors:
Click on name for biography & photo
J. Carter Gray
Insurance Executive
Account Executives:
Click on name for biography & photo
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John Tedmon
Founder, Owner |
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John Tedmon entered the Financial Industry in 1971. John is an
author, lecturer, entrepreneur and successful business owner. His career includes extensive experience
in:
- Real Estate
Investment
- Real Estate Tax
Strategy
- Estate Planning
& Tax Management
- Mortgage
Brokerage
- Insurance
Brokerage
- Credit Counseling
- Business
Innovations
Published
Author:
- "Tax Management for the
Home-Based Business"
- "Financial
Equanimity"
- "Marketing &
Management Strategies for a Successful Game Plan & Building
Business"
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Michelle Bolland
Vice President
Mortgage Forum Group
Financial Forum Group |
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Michelle brings to the
Financial Forum Group invaluable expertise in the areas of accounting and
mortgage brokering. Having worked in
the industry since 1989, Michelle assists our clients in choosing just the
right financial and mortgage programs to meet their specific needs.
She is a “hands-on” manager and
works closely with our clients and an extensive array of other professionals
to assure our clients receive the highest caliber of mortgage and other
financial services.
Experience:
Vice President of Operations, Financial Forum Group, LLC 7/05 to present:
- Bookkeeping
- Company Taxes
- Human Resources
Broker for Mortgage Forum Group, LLC 7/05 to present:
- National Mortgage Service Corp. 1990 to 1995
- Loan Brokering
- Residential Loan Processing
- Non- Recourse Loan Processing
- Private lending Placement
Real Estate Agent Realty Forum Group, LLC. 5/07 to present
Education:
- 8/87-5/89 Tulane University New Orleans, LA
- 8/89-8/92 University of Puget Sound Tacoma, WA
- BA - Business Administration
- BA - Psychology
- Member of Psi Chi (National Psychology Honor Society)
- 3/2001 Rockwell Institute Real Estate School Tacoma, WA
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