About Us

 

WEALTH STRONG International, Inc. has assembled a management team with deep and varied experience in the fields of technology, financial planning, professional coaching, debt counseling, mortgage lending, insurance and business development. (CLICK HERE TO VIEW PICTURES AND BIOS BELOW)    Many of these professionals have had significant entrepreneurial experience and nearly all have held senior management position in one or more organizations. 

 WEALTH STRONG International, Inc.  -  OUR VISION

To deliver products, services and support to individuals and families enabling them to make a fundamental shift in their life by transforming their attitude and experience with money and wealth.

WEALTH STRONG International Inc.  -  OUR MISSION
Our mission is to provide, through its proprietary technology, tools, systems and training methodologies quality financial products and coaching to individuals helping them clarify their life priorities and 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, providing people with the tools to them appropriate action guiding them to personally experience true wealth.

In a economy where more than 50% of adult Americans suffer adverse health effects due to stress(3) and 73% of Americans single out money as the number one stressor(4); we at WEALTH STRONG know  there is a great need for the work we are doing.  We, as individuals and as a company, are dedicated to providing technology, tools, services and training in ways that are efficient, demonstrate our commitment to excellend design and implimentation, and sets the bar for new technology and excellence in financial coaching.  

The coordinated efforts of many professionals are needed to run WEALTH STRONG International, Inc. and the four subsidiary companies it holds: WEALTH STRONG Development Inc., Certified FInancial Coach Services Inc., WEALTH STRONG Affiliates Inc., and FInancial & Tax Solutions Inc. 

We invite you to take a moment to meet these professionals, our faculty and contributors --  their bios are included after a statement of WEALTH STRONG International's Key Objectives.   

 

Terrie Lupberger
Evonne Ryan, CEO Ann Felteau, Bus Dev Program Mgr Greg Turner, CTO Doug Williams, CFO

Terrie  Lupberger,  V.Pres

Renee Freedman,    V.Pres

 CLICK HERE TO VIEW BIOS OF THE INDIVIDUALS ABOVE

Michael Hartmann

Director Financial Information

Lynne Williams

Director Graduate Coaches

  Vicki     Manning

Director Affiliate Training

   Bobbi      Paley

Director Participant Enrollment

Katherine Sendzimir

Director Network Marketing

Esther    Turner

Corporate  Office Administrator

CLICK HERE TO VIEW BIOS OF THE INDIVIDUALS ABOVE, ADJUNCT FACULTY, AND BIOS OF OTHER INDIVIDUALS SERVING KEYS ROLES IN FURTHERING WEALTH STRONG'S VISION AND MISSION.

ADJUNCT FACULTY
Lynne Twist Bernard Lietaer 

  ______________________________________________________

 WEALTH STRONG's relationship with the following organizations:   

 CERTIFIED FINANCIAL COACH BOARD OF GOVERNORS    

FINANCIAL INDEPENDENCE FOUNDATION EDUCATORS*

 
                                                                        
   CFC-Board of Governors    Regina Mone' Certified Financial Coaches

Founders of WEALTH STRONG have been the driving force in the development of the CERTIFIED FINANCIAL COACH BOARD OF GOVERNERS.   This board is responsible and dedicated to for upholding the high standards and ethics of the Certified Financial Coach.  The CFC-Board of Governors is the governing body that grants the licensing of Certified Financial Coaches internationally.  (see   below)

WEALTH STRONG International, Inc. was founded on the principles of the not-for-profit organization, Financial Independence Foundation Educators (FIFE); an organization dedicated to helping people develop strength and independence by becoming conscious about their relationship with money.   The foundation's focus includes educating and developing ways in which low income communities can use complementary and alternative currencies to create and develop a wealth economy when traditional methods do not work. (see below)

 A large part of the work we are dedicated to builds on our commitment to serving as a resource for both the CFC-Board of Governors and FIFE. To serve this purpose WEALTH STRONG's Key Objectives include: 

  • Promoting deep, lasting change for individuals in their relationship to wealth and money, resulting in increased confidence & understanding, better choices for effective actions, development of strong & empowering habits, and a sense of fulfillment and interconnectedness.
  • Through its proprietary tools, systems and training programs; supporting individuals to develop a relationship of strength and confidence in their relationship with money and wealth.  
  • Aiding financial coaches and affiliated professionals in providing services that help individuals change the way they think, act and feel about money, (allowing them to harness the energy of money instead of having money define and drive them).
  • Training and developing financial and coaching professionals who support individuals through transforming their understanding, appreciation and management of wealth.
  • Developing a resource of professional affiliates who understand the financial coaching environment, have a comprehensive approach to financial planning, and are held to elevated standards of expertise and ethics.

 1  CERTIFIED FINANCIAL COACH Board of Governors provides certification, standards, regulation and oversight for the CERTIFIED FINANCIAL COACH mark.  The CERTIFIED FINANCIAL COACH  Board of Governors serves at the discretion of the Executive Board of the WEALTH STRONG International and with the advisory guidance of FINANCIAL INDEPENDENCE FOUNDATION EDUCATORS, a nonprofit corporation registered in the state of Colorado. 

2  FINANCIAL INDEPENDENCE FOUNDATION EDUCATORS:  The purpose of Financial Independence Foundation Educators is to apply the knowledge of philosophy, linguistics, psychology and finance to assist individuals, families and groups to observe, plan and act purposefully, responsibly and effectively to reduce suffering within the domain of money and focus on helping them develop a positive relationship with money and, with it, a new way of relating in all areas of life.

The people at WEALTH STRONG are up for this challenge.

 Abbreviated Bios are listed below:

 Evonne Ryan, CEO WEALTH STRONG International, IncCFC-RTM, CEPTM ,  AIF®

Evonne Ryan sees her work to educate and coach people in the area of financial enlightenment as her primary focus in life.   Evonne's work in the financial industry has helped clients find clarity, focus, ease and grace around financial issues.  Evonne is the founder of the Certified Financial Coach program and also serves as WEALTH STRONG International's CEO. Evonne also serves as a board member for WEALTH STRONG 's four subsidaries.

Evonne has worked on pocketbook issues for over three decades. She started her career as a financial professional by becoming a stockbroker with Edward D. Jones & Co in 1990.  Her work in the securities industry continued as she moved to becoming a Registered Securities Principal with Series 24, 7, 63, 65, and health and life insurance licenses with SunAmerica Securities, ProEquities, Inc and NFP Securities.  

WIth over 18 years of financial experience, Evonne put aside her securties 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).  By bringing FTS into WEALTH STRONG, the firm now has an independent RIA, committed to only giving advice and providing interpretation for WEALTH STRONG's various financial tools and  dedicated to working directly for the benefit of consumers.  

Evonne's certification as an Accredited Investment Fiduciary®, a Certified Estate PlannerTM, and her training in Coaching, Mediation and Conflict Management helps Evonne work with people in their relationship with money -- which can be one of the most stressful issues people face.   As an Accredited Investment Fiduciary®, she is keenly aware of the necessity to protect the public interest.

Evonne's history as a teacher, director of a statewide non-profit group, lobbyest, and producer of financial television shows (Evonne is an Emmy Award and an ACE award winner) has demonstrated her dedication to the financial interests of her clients.  Evonne's book "Changing More Than The Channel" was published in 1981. Evonne‘s passion is to help clients become financially and emotionally empowered through education, understanding and working with a team of financial and various other professionals dedicated to serving a client's financial needs.

 

 ANN FELTEAU, Business Development Program Manager, WEALTH STRONG International, Inc. 

Ann Felteau - COO of WEALTH STRONG International, Inc. Ann brings over 17 year experience driving business growth, managing organizational change and business operations. She brings an engineering foundation and over 12 years as a Certified Project Management Professional (PMP). 
 
She had a critical role in U S WEST's $880M reengineering initiative, has built end to end processes for new organizations and start-ups and has managed 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, 3 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 of 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.

 

 Greg Turner –CTO WEALTH STRONG International, Inc. and SDK PROJECT Director for WEALTH STRONG Development, Inc

Coming out of retirement to head our specialized SDK project built on WEALTH STRONG’s WIN-Score model, Greg brings over 25 years of programming experience to WEALTH STRONG. From 2000 - 2005, Greg built and sold ArtisTech, Inc. www.artistech.com based on his background in developing software for military and defense systems using mapping, GIS, GPS, Database and web technologies. 

Prior to this, Greg worked for five years at SAIC www.saic.com developing software systems. He spent 12 years at the Army Research Lab working on the development of 3D graphics resolution and parallel procedural systems. 

Greg has extensive knowledge of AI (Artificial Intelligence) as a result of his work at MIT, Georgia Tech and Ohio State University, and has a Masters of Computer Science from John Hopkins University

 Doug Williams CFO/Controller WEALTH STRONG International, Inc.

Doug has served as CFO/Controller for two start-up software companies. He directed all financial management functions at ArtisTech, Inc., a software development company focused on advanced applications for the US government. 

During his tenure he administered all financial management systems in a period of 100% staff and revenue growth. Collection and analysis of financial data was automated, allowing for the financial team to focus on strategic objectives. In addition, he monitored ledger transactions and ensured regulatory compliance. 

Prior to this, Doug carried out business development efforts for two Fortune 500 companies, Qwest Communications and Boeing. He holds a bachelors degree in aerospace engineering from the University of Colorado and an Executive Certificate in Financial Planning from Georgetown University.

 

Terrie Lupberger – Vice President,  WEALTH STRONG International, Inc. 
Terrie Lupberger is CEO of Newfield Network since 2000. As co-founder, Terrie was instrumental in positioning Newfield as an internationally recognized leader in learning methodologies, producing transformational coaching programs in the US and ten other countries. 
Terrie joined Julio Olalla to pioneer Ontological Coaching™, a co-generative process between coach and client that aims to shift the way the client sees and takes action in their personal and professional life.
Terrie is a Master Certified Coach (MCC) and has been coaching senior executives and other individuals since 1994. She has served on the Board of Directors of the International Coach Federation (ICF) and has been a member of the ICF Credentialing Committee since 2002. Terrie's coaching clients have included the World Bank, NASA, Proctor and Gamble and American Express.

 

Renee Freedman– Vice President, Director of Organizational Integration, WEALTH STRONG International, Inc.
 As the president of Renee Freedman & Company, Renee is highly respected for her mastery at relationship building for individual clients, organizations with a history of opposition, and across domains.
 As a Professional Certified Coach, she has worked with organizations including More Than Money (as Director of Coaching), American Eagle Airlines, LA Law Library, Lodmell & Lodmell (estate planning and asset protection), Harnisch Family Foundation, Modern Language Association, and The Philanthropy Initiative (TPI). Renee serves on the board of directors of the Coach Approach and the advisory board of the Harnisch Family Foundation. She has been program coach for Newfield Network since 2004 in its basic and CEO coach training programs.
Renee has a strong background in coaching issues of wealth, collaboration, executive decision-making, and visionary pursuits. Renee participates in professional training through the Newfield Network (basic, advanced, and CEO ontological programs), the Fielding Institute, New Ventures West, Integral Institute, and Spiral Dynamics Integral. She is certified by Newfield Network (NCOC™) and the International Coach Federation.
 

 Mike Hartmann CPA, Treasurer, WEALTH STRONG International, Inc.,  Director of Financial Research, WEALTH STRONG Development, Inc.  

Mike Hartmann has a history of success as a financial professional, a program developer and the creator of innovative programs to help individuals strategize and make the most of their monetary resources.   As a CPA with a Masters in Tax, Mike has operated full accounting and financial firms. 

From 1999 to 2003, Mike was Senior Systems developer for Max Logic, Inc.  In this position, Mike gathered requirements, designed, coded and delivered mission critical applications to various clients, delivered solutions including security selection system, compliance monitoring, as well as extensive web enabled database reporting solutions, designed data structure and implemented interface programs for data acquisition, transformation and reconciliation, integrating various data sources between automated trading system and back office accounting software. Mike designed and developed e-commerce reporting and analysis solution for a NYSE traded major retailer  and developed an automated fundamental securities data acquisition system and integrated proprietary research database. Mike also designed and implemented retail e-commerce applications, including integration of on-line credit card processing and secure electronic fulfillment. 

Prior to his work with Max Logic, Mike managed over $35,000,000 in client funds with full discretionary authority.  He analyzed investment opportunities and determined appropriate risk/reward parameters for investment accounts and designed, tested, implemented and administrated cutting edge artificial intelligence market forecasting software models for both end of day and intraday market forecasts.  With that model he earned MONIResearch’s Best Performing Time Manager of the Year distinction in 1997.   

 

 

Lynne Fuller Williams – Director of Graduate Coaches, Certified Financial Coach Services, Inc.

As founder and President of Break Out! Coaching & Consulting, LLC, Lynne has worked with large organizations, small businesses, non-profits, and individuals from all walks of life. She has designed and delivered education programs, worked with teams to increase productivity and build alignment and provided development planning and coaching to managers and executives.
 
Lynne has been teaching University courses in Communication and in Leadership since 1977. As a Certified Ontological Coach, Lynne worked for JP Morgan Chase as an Organizational and Leadership Consultant, was a Training Specialist at Citicorp Mortgage, served as the Director of Training and Development for Maritz Communications and while full-time faculty at the University of Missouri had a private training and consulting practice.
 
Lynn has a BS and MS in Human Communication and a PhD (ABD) in Communication Theory and Developmental Psychology. She is co-author of Organizing for Impact: A Practical Guide for the Public Speaker.
 
Vicki Manning CFP®,   Director, WEALTH STRONG Affiliates, Inc. 
 
Vicki has spent 23 years in the financial services industry.   Her strengths include a successful business development track record, the ability to build successful, cohesive teams and strong leadership skills. Vicki was a branch manager with Fidelity Investments where she directed local marketing events including seminars and public relations campaigns. She helped her office double branch revenues over the years she was in charge. she then worked in the institutional department at Charles Schwab & Co. providing client services 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.hile 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 insurance and investments.
 
Vicki is pleased to be affiliated with the Certified Financial Coach program because she feels that traditional financial planning focuses primarily on what a client has already saved (their assets) and not on ways to help clients understand emotional obstacles that get in the way of planning for a secure financial future. The Certified Financial Coach program helps fill this important need.
 
Bobbi Paley,  Director of Participant Enrollment, WEALTH STRONG International, Inc 
 
With 18 years of sales and marketing experience in broadcast media, newspaper and magazine advertising, and direct marketing, Bobbi Paley brings a seasoned blend of skills to Wealth Strong.
 
Her "customer focus" is the core ingredient to building successful relationships
 
Bobbi Paley is a recent graduate of Newfield Network’s "Personal Emergence" and "The Art and Practice of Ontological Coaching" programs. She is passionate about helping individuals and businesses blossom and achieve their dreams.
 
 
 
 
 

 

Adjunct Faculty The following internationally recognized Individuals have contractual arrangements with WEALTH STRONG International as adjunct faculty.   Their teachings are part of our Certified Financial Coach training program and shortened presentations are included in the Financial Wealth Camp.

 

Bernard Lietaer:   International Economist, Co-Designer of the Euro, author "The Future of Money"

Serving as an adjunct professor for our 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.

 

Lynne Twist: author, "The Soul of Money", International Activist

 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.

3 Center for Disease Control found more than 50% of adult Americans suffer adverse health effects due to stress.

 4 American Psychological Associates (APA) found that 73% of Americans single out money as the number one stressor.