Invests in peace building programs around the globe to help youth and children from conflict-inflicted environmentsPropelled by the events of 9/11/2001 to launch this philanthropic enterpriseEmbraces a grassroots approach: raised $114,000 from small donations; issues $500 micro-grantsRunning a low-overhead operation – 99% of annual budget allocated to core programsServes as an example: ordinary citizens & smaller grant makers can have outsized impact

Provide tax and financial advisory services to affluent and wealthy individuals Expanded client base from one client at inception to over one hundred clients at presentThomas B. Etzel, Advisory RepresentativeSecurities offered through Avantax Investment Services℠. Member FINRA. SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.Please visit www.avantaxwealthmanagement.com/social_policy for more information.www.finra.org; www.sipc.org

Efficiently managed all areas of finance, accounting, & management information systemsImproved accounts receivable management, resulting in a $1.7 million financial turnaround

Evaluated internal control systems and assessed corporate policies and procedures compliance

Participated in consulting engagements for small business and health care clients

Developed annual operating and capital budgets and five-year forecastsPerformed Discounted Cash Flow- Return on Investment (DCF-ROI) analyses

Analyzed commercial loan and lease proposals