Colleen has been in business management for most of her career. She has been in the life, annuity and LTC industry for over 14 years and with us for over 5 years. Colleen is a licensed life and health agent as well.
Colleen runs the day to day operations at the office, assists our clients with application follow up and their inforce business, and keeps our websites updated.
Colleen grew up in Michigan, lived in Illinois for a few years before she returned to Michigan. She has traveled to many other states for business; she enjoys the travelling but is always happy to return home.
Howard Haller, Ph.D. holds a Masters Degree in Management with a double major in Finance and Marketing. Doc Haller is also the author of the Amazon best-seller: Intrapreneurship: Ignite Innovation.
Howard Haller earned his Ph.D. in Leadership from Gonzaga University.
His Gonzaga University Doctoral (PhD) Dissertation was Peer Debriefed & its leadership research findings agreed with by Five World Class Leadership Scholars & Best-Selling Authors: Dr. Ken Blanchard, Dr. John Kotter, Dr. Paul Stoltz, Professor James Kouzes & Dr. Meg Wheatley.
Doc Haller, as he more frequently goes by, is a licensed life and annuity agent. He focuses on Wealth Creation, improving return on investments and assisting clients with their asset allocation. He strives to help you create passive income and building long-term sustainable wealth without the risks of the stock market or mutual fund volatility and fluctuations.
In addition to being a Wealth Strategist with Doctors Build Wealth, Doc Haller helps Doctors to own their own Medical Office Building and Business Owners to own their own Headquarters Building. This has helped Doctors and CEO's to get significant financial /tax benefits and passive income from owning their own business location (without having to work more hours!)
Doc Haller also held Securities Licenses including Registered Rep and Securities Principal registered with the SEC and NASD (now FINRA) from 1975 to 2001.
At the age of 22 Doc Haller did his first real estate deal and has been investing in Probate Real Estate ever since. He became a licensed real estate agent in the mid 1970's and has held his California real estate Brokers license since 1985.
Doc Haller resides in Washington with his wife Rose. He lived in and still travels to California regularly. He enjoys spending time with his wife, children and grandchildren.
"We like that we are able to borrow from ourselves and pay ourselves back without having to pay taxes on it. I would recommend others to follow our lead."
Sue and Tony A. - Maine
"I am really excited about setting up my own bank. I also love the idea of being a private lender."
Michell N. - California
"...packed with knowledge and ideas. The instructors were clearly extremely educated, passionate, and committed to continuing to learn It was tremendously useful and I look forward to working with them in many capacities."
"A lot of great information and everyone was very helpful and took time to answer all of our questions. I am excited to get going right away!"
Mary K. - Oklahoma
"Excellent Training! So much information that is not available anywhere else. The instructors know their subject matter inside and out. They are trustworthy folks with a sense of humor!"
Reggie W. - Louisiana
"I've been to a lot of real estate/money making seminars and I found this one to have the most value of them all. It's a complete package using your own bank to real estate acquisition. The team was very knowledgeable and interested in our success."
Margaret T. - Hawaii
John Jamieson has come a long way from his days of being a high school failure and a college dropout. John has been a successful businessman for over 22 years and has launched several companies from nothing more than an idea and a goal. He has spoken to hundreds of audiences all over the United States and Canada on the subjects of Business, Real Estate, and Wealth Creation and is a sought after speaker and trainer.
John started in business with no money, no job, and no credit and bought his first piece of investment real estate at the age of 21. Since then he has been involved with tens of millions of dollars of real estate transactions as an agent and working with investors from all over the world. He has a unique ability to train people how to start with very little and achieve amazing results. He is currently the owner of Perpetual Wealth Systems home to Doctors Build Wealth which is a national wealth strategy company working with people and businesses on a better business model for automatically and systematically creating tax free wealth.
John also is owner of a real estate investment and sales company in the Metro Detroit area that works with out of area investors to help them build what he calls “real estate cash flow machines”. John has been a lifelong resident of Metro Detroit and puts his years of experience with that real estate market to use for investors from all over the globe. John is a former top selling agent and corporate sales trainer for the Century 21 and RE/MAX franchises.
He is the bestselling author of the books; Wealth Without Stocks or Mutual Funds and “The Perpetual Wealth System”. John is also the author of several training programs on wealth creation and is a Contributor to CNA Finance, TalkMarkets as well as having contributed to AOL's DailyFinance. He is a lifelong Metro Detroit resident where he resides with his wife and two sons.