A Diamond in the Dirt Foundation | FY 2022-23 Annual Report

Canadian “Horseshoe” Falls

“…onward, upwards, outwards.

Ascension to a higher dimension…”

Eric D. Becker

A MESSAGE FROM OUR FOUNDER, CEO, CHAIRMAN

“…Ladies & Gentlemen, distinguished readers, family and friends. Our second annual fiscal year of operations (FY 2022-23) was filled with foundational solidified and pending partnerships, networking events, funding competitions, we added three Advisory Board of Directors, and the evolution of our business model.

Some of our partnerships include Amazon AWS, Google For Nonprofits, Microsoft For Nonprofits, LOT Network, Monday.com, Jotform, Marquis Who’s Who in America, among others. We have also begun the R&D of our new product: Well Fair Capital. We have also begun the R&D of our for-profit entity: BioFam Services…”

Eric D. Becker Founder & CEO

ABOUT“…we connect biological families by strengthening bond and remembrance through website and mobile app connection, making it easier for adopted children to learn about their biological roots through continuous observations from a safe distance…”

There are two principles A Diamond in the Dirt Foundation (ADia) focuses on, these being:

• To connect families, friends, people, giving back to the issues which plague peace, love, and success.

• Making it easier for adopted children to learn about their biological roots through continuous observations from a safe distance on a cellular app or website.

OUR VISION

Problem

Problem 1: the adoption process when filling out legal documentation, is still paper-based with handwritten data. The pandemic created massive backlog.

Solution 1: digitizing the legal documentation process in innovative ways.

Problem

Problem 2: the adoption process can be quite confusing, which may deter prospective adoptive parents from adopting. In addition to the legal documentation process being expensive, strenuous, and long.

Solution 2: creating a Virtual Adoption Attorney (VAA) that can walk prospective adoptive parents through processes, answer questions through interactive means, etc.

Problem

Problem 3: Adopted children, once they become of legal consented age to establish contact with their biological family, must go through the same adoption agency used to complete the initial adoption.

Solution 3: creating a universal Adoption Database powered by artificial intelligence (AI) & machine learning (ML).

OUR VISION (continued)

Problem

Problem 4: a lack of relationship building in the adoption community.

Solution 4: creating a Pen-Pal, Big Brother/Sister, counselling platform for older people adopted or associated with adoption first-hand to be a voice of reason with younger children and younger adoptive parents.

Problem

Problem 5: a long and expensive process for private agency and independent adoptions.

Solution 5: leaning the entire adoption process, making it easier and less expensive, in order to court more prospective couples or single parents looking to adopt with less means and less time.

KEY PARTNERSHIPS

Proud Associations

GOOGLE For Nonprofits

As of March, we have officially been accepted by Google to partner with them on their Google for Nonprofits platform. What this means is utilizing the power, tools/products, and resources of Google to help launch our foundation, grants and marketing included.

HQ: Mountain View, California. CA

Google, CEO: Sundar Pichai

HQ: Redmond, California. CA

Microsoft, CEO: Satya Nadella

AMAZON

As of July, we have begun ongoing discussions with Amazon’s Amazon Web Services (AWS) to brainstorm and develop a partnership that will utilize their Machine Learning (ML) and cloud service products to help us develop our detailed website and potential adoption database management system (DBMS). We currently have a four-figure credit with AWS’ Azure Credits, as we look for a website developer.

Seattle, Washington. WA

Amazon, CEO: Andy Jassy

As of July, we are recognized by the Digital Lift Team by Monday.com as being eligible for their offerings, which are defined as software grants for nonprofits & business operations management. These offerings include grants, professional volunteering, toolkits, and Monday.com for free and discounted licenses.

Jerusalem, Israel. IL

Monday.com, Co-CEO’s: Roy Mann (left),Eran Zinman (right)

As of September, we have officially been accepted into the LOT Network and protected against PAE litigation involving more than 15% of all U.S. patents.

Beaverton, Oregon. OR

LOT Network, CEO: Ken Seddon

As of September, we have been offered an exclusive Solutions Partner Program offer with Jotform.

Jotform is an online form builder/no-code productivity tool that has over 17-Million users. Although Jotform is industryagnostic and can be used in many different scenarios; it is heavily preferred by the non-profit sector for endless form creation (10,000 form templates and up), collecting donations, registering volunteers, managing events online, streamlining applications, etc.

San Francisco, California. CA

Jotform, Founder & CEO: Aytekin Tank

As of December, we have been offered an opportunity to partner with Reuters for their “Reuters Impact 2023” global event by the Reuters’ Impact Head of Partnerships team. We absolutely love the Reuters brand, their impact, and their unbiased practices in publishing factual accounts of world events, problems, and solutions.

Although the deal has not been sealed yet, we are making it public that we are sincerely interested in working towards finding common ground with Reuters to secure a mutually beneficial partnership and association!

London, United Kingdom. UK

Reuters, CEO & President: Steve Hasker

KEY RECOGNITION

Awards, Merits, Honorable Mentions

As

December,

of

our Founder/CEO Eric D. Becker was contacted by Marquis Who’s Who (MWW) to be honored for his inspiring biography. His story will be featured in MMW’s historic online publication. Marquis Who’s Who was established in 1898 by Albert Nelson Marquis and promptly began publishing biographical data in 1899. More than 120 years ago, our founder, Mr. Marquis, established a standard of excellence with the first publication of Who’s Who in America.

MWW, Founder: Albert Nelson Marquis

As of November, our Founder/CEO Eric D. Becker was contacted by the Education 2.0 Conference to inform us that he has been shortlisted for their “Outstanding Leadership Award,” set to be conferred at the Education 2.0 Conference. Mr. Becker is working on developing an eLearning & eMentorship career development online ecosystem for adopted youths, foster care youths, and orphans powered by an artificial intelligence (AI) & machine learning (ML) database.

Las Vegas, NV in December at the Hotel Mandalay Bay

CEO: David Sellers

KEY EVENTS

Conferences, Forums, Summits

Amazon AWS | Summit New York

Our Founder & CEO, Eric D. Becker, was invited by Amazon to attend this wonderful event in-person in New York City. Unfortunately, he could not visit but he was able to attend virtually. We are currently in partnership with Amazon AWS to build a website powered by artificial intelligence (AI) & machine learning (ML) on their AWS platform. We have credits with Amazon AWS. We value our association!

Amazon.com

Key Speakers

THE CITY OF LONDON GOVERNMENT | 2022

Scaling up capital for social impact and achieving a just net-zero transition, in the UK and globally, is becoming a mainstream priority for finance.

Our Founder/CEO/Chairman, Eric D. Becker, was invited to join the livestream event in July 2022 to hear how we can better harness finance for the good of people and the planet. Sponsored by Schroders, we were the first to hear about two ambitions announcements supporting and championing industry leadership in scaling finance that delivers impact.

London.Gov.UK

Key Speaker

The City of London Government London,

United Kingdom, UK

Our Founder & CEO, Eric D. Becker, was invited by the City of London Government to virtually attend the Inaugural Sir Roger Gifford Lecture on May 24th honoring the late Sir Roger Gifford.

Key Speaker

Key Speaker

FORWARD-THINKING

Products & Investments

Disclaimer:

Our “Well Fair Capital” product shared is currently being reviewed by Google.org for partnership so we cannot divulge much detail…

We are in proud partnership with University at Buffalo’s Business & Entrepreneur Partnership Program (pictured above)

PRODUCT

A Career Development Ecosystem for Welfare Youths

WELL FAIR Capital

“…aims to improve the wellness of welfare youth by making their career opportunities fair through development of their human capital...”

Well & Fair Human Capital

For the Welfare Community

Well Fair Capital aims to provide developmental care for disadvantaged welfare youths to improve their wellness and to make things fair by developing their human capital. The online and mobile ecosystem provides professional development programs and networking relationship mentors to even out their oddities and shortcomings that their biological parents left them to overcome by bridging the gap.

Imagine the professional ecosystem of LinkedIn with the personal networking ecosystem of Facebook. Disadvantaged youths will be able to create and draft their account profile, ask for professional development advice that align with their long-term goals, seek mentors, attend events (in-person or virtually), search for certifications/memberships, and search for paid internships and job openings that align with their short-term goals.

COMPANY NICHE ?

Trans-racial [ adjective] trans·​ra·​cial | \ (ˌ)tran(t)s-ˈrā-shəl

“spreading awareness & celebratingadoption” culturalidentity…

Eric with his parents (adopted) Becker

peoplewho identifyas a differentrace than the one associated withtheirancestry. To be adoptedby parents who have a differentculture,race, or ethnicitythanthe child…”

AI & ML DOCUMENT DATABASE

“R&D towards speeding adoptionsby 6%”

Potential Market: 2% of entire population is adopted. 1-out of-25 are adopted! 1M to 2M look to adopt each year!

Purpose…

“…it is no secret the adoptionprocess is long and expensive. We want to investigateways tomake the time durationshorter. The opportunityarises in creatingan automatedsystem that shortensdocument application times,electronicallyarchiving adoptionrecords in a first-everartificialintelligence(AI)&machinelearning (ML)legaldocumentdatabasethathelps the decisionmaking process for adopters, attorney’s, Judges, and Court Officials…”

MOBILE APP & WEBSITE

“share your story, uplift our community”

Potential Market: 2% of entire population is adopted. 1-out of-25 US families have adopted!

Purpose…

“…desktop and laptopuse has diminishedin importance.We figured that developinga usable mobileapp will helpmaximizeusage from members inour community.Our endgoal is to provide the same programs and courses via mobileapp, making usage easy to adapt to various lifestyles…”

Potential

Cultural

focus:

JOURNAL

BioFam JOURNAL MAGAZINE

BioFam JOURNAL MAGAZINE

“acceptanceinsteadof avoidance”

BioFam Services WEBSITE

“help us help you find yourself” Potential

Market: 437,000 foster care children

Purpose… Waiting

BioFam Services WEBSITE

“help us help you find yourself”

Potential Market: 437,000 foster care children Waiting To Be Adopted

Purpose…

“…we provide CulturalIdentityPrograms whichgive members in our communityan opportunityto connectwithother members that have similar stories, struggles, and shared solutions.This program aims to enrich, uplift, and provide a strengthened sense of spiritualbelongingand solidarity…”

BioFam

KEY PROGRAMS

Focus, Theory, Policy

THEORY of CHANGE (ToC)

This narrative explains our general Theory of Change (ToC), to which we plan to implement into the current adoption process. With the growing number of adoptions throughout the world confined to an old-fashioned system, revised change can improve these rusty ways. These ways, not broken, but merely have room for improvement through technology and medical means.

Theory of Change 1 – Problem: once the adoptive child exceeds past the legal age [18 in most states] allowing for communication between said-child and the biological family, both parties need to go through the same adoption agency which conducted and finalized the initial adoption.

ToC 1 - Resolution: creating an online website and mobile app-based adoption agency database for the collection of all adoption agencies which carried out all adoptions to make it easier for retrieval upon a later date.

Theory of Change 2 – Problem: there are areas in the world in which some countries restrict certain types of potential adoptive parents from adopting from that country. This is called a Hague Convention ideology. Some of these countries include China and the Dominican Republic of Congo, where some rules include restrictions against LGBT couples and restrictions on the age of the child and the amount of children already present in the household, etc.

ToC 2 - Resolution: investigate potential law procedures and adoption law reform policies which can create positive change throughout the adoption landscape itself. Why should a foster care child looking for a loving family environment suffer due to unrelated, preconditioned parameters?

THEORY of CHANGE (ToC)

This narrative explains our general Theory of Change (ToC), to which we plan to implement into the current adoption process. With the growing amount of adoptions throughout the world confined to an old-fashioned system, revised change can improve these rusty ways. These ways, not broken, but merely have room for improvement through technology and medical means.

Theory of Change 3 – Problem: genetics are not passed down and carried on from the adoptive parents into and continued with the adoptive child. This closure of genetic, hereditary biology presents a problem and potential solution.

ToC 3 - Resolution: Dr. Emmanuelle Charpentier, who I am connected with on LinkedIn, and Dr. Jennifer Doudna developed a computer software called CRISPR. CRISPR is an acronym for clustered regularly interspaced short palindromic repeats. Dr. Charpentier and Dr. Doudna both won the 2020 Nobel Prize in Chemistry award for their CRISPR software creation and development. CRISPR allows for scientists, and even common civilians although I do not advocate for civilian use, allows for gene editing. Gene editing may be the key in consensual gene editing between the adoptive parents and adoptive young adult and/or children once the child reaches legal age of consent. This consent focuses on research and development investigations and clinical trials into using CRISPR to pass certain hereditary genes from the adoptive parents into the adoptive young adult. This is an extremely delicate focal point the foundation may receive permission to pursue with an R&D scientific research team commissioned or in partnership with an outside entity as to deem the foundation non-liable under New York State non-profit law as a non-medical foundation [as long as no foundation employee conducts the experiments themselves]. Although we are not certain this will have enough interest to change any legal restrictions permitting such empirically medical investigations, we are proposing theoretical cause for consideration with a growing amount of genetic specialists in contact with our Founder & Chief Executive Officer, Eric D. Becker.

AREAS of FOCUS (AoF)

This narrative explains our general Areas of Focus (AoF), to which we not only plan to implement into the current adoption process but also into a philanthropic whole on a technology-based platform. These AoF’s are adoptions, counseling, e-learning, philanthropy, and potentially scientific innovation.

The

Five D’s D: discover D: draft D: design D: document D: dependency

The website and mobile app features allow for an adoptive child to young adult to use these platforms to discover, draft, design, and document their biological family tree and adoptive family tree as a dependency. The mobile app, especially, can be used as a quick handheld reference to brief, remember, and/or memorize various family members, such as a quick perusal before that extended family party once every six years, as an example.

This website and mobile app also presents another great precedent for use. Principal of Cybertone, Inc., Alex Smirnov, pushed these idea further by suggesting how the website and mobile app, that they are interested to develop, can be used for widespread, viral use. The solution was that the website but more specifically the mobile app is geared for adoptions but it is not tailor made for only users who share adoption as a commonality. These technology platforms can also be used by anyone who has a large extended family tree and is in need of a platform to review and revise family members with rapidity and simplistic ease.

HOW WE WORK

A Diamond in the Dirt Foundation (DiaDirt) is strategically selective and focused, working expressly in the technology, civil work, and philanthropy sectors. We concentrate on two areas of the sector’s decision chain: connecting families and adoption counseling.

“…if you are adopted, you are not a mistake. You are a first-round draft pick…”

Our foundation is a breeding ground for those connected to one another through a rare but cherished commonality: adoption. The foundation’s faculty and staff will have remote online counseling professionals designated to psychologically assist those who are adopted and are having a difficult time coping with the various additional stress our society may subject these adopted children to. Remote chatrooms and discussion boards for our Big Brother and Big Sister mentorship program. This program allows younger adopted children to confide in younger to older adults who were either adopted themselves, who is directly associated with someone who was adopted, and/or is someone else who may not have been adopted but takes care in helping those who are.

KEY PROGRAMS

Philanthropy

“Diamond Scholarship” Program

“Diamond Scholarship” Program is an educational outreach effort designed to assist students gifted in sports, music, STEM (science, technology, engineering, mathematics), architecture, technology, entrepreneurialship, etc. especially in underprivileged socio-economic areas, in the form of grants and scholarships.

DIAMOND Scholarship Program | which outreaches to students, athletes, musicians, entrepreneurs, etc. especially underprivileged.

“Shine Bright” Program

“Shine Bright” Program is an educational outreach effort designed to provide school supplies to elementary schools, junior high schools, and senior high schools.

SHINE BRIGHT | which students, of all education levels, to ask them what they need and to provide it.

“Network” Program

“Network” Program is a resource outreach effort designed to provide career, vendor, client resources to better the career(s) of young professionals either finishing up their studies or slowly starting their careers. Our Founder & CEO, Eric D. Becker, knows all too well how difficult it is to start a career during a recession/pandemic, in a difficult professions, with higher-ranking people in that professional either being let go due to unfortunate economic times or at the evil peril of career sabotage.

NETWORK | a cellular app/website promoting philanthropy in global community outreach.

“Career” Program

“Career” Program is a technology resource platform on our cellular app which designs a personalized app for each candidate to pitch an electronic resume for potential hiring managers. Although this program may not be plausible, the idea is worth discussion and consideration.

CAREER | a cellular app platform which designs a personalized app for each candidate to hiring managers.

“Connect” Program

“Connect” Program is a technology resource platform on our cellular app which allows for a pen-pal mentorship platform connecting students with educators and scholars. This program allows for students to use these seasoned scholars as resources, to ask firsthand questions through messaging, and begins to build a “connection” to bridge the gap in academia of different calibers.

CONNECT | a cellular app/website mentorship platform connecting students with educators and scholars.

“Mentor” Program

“Mentor” Program is a technology resource platform on our cellular app which allows for a mentorship platform connecting young talent with seasoned professionals. This program allows for young talent, preferably within their first few years of graduating college and joining the real-world workforce, an opportunity to inquire about mentorship with seasoned professionals who would serve as their superiors in the workforce. This bypasses having to have these two parties work in the same company in order to make the connection. No, instead both parties can search out each professional allowing for young professionals to find a mentor and a mentor to find young talent to groom and mold, in the hopes of offering a hire in the near to far future.

MENTOR | a cellular app/website mentorship platform connecting young talent with seasoned professionals.

Press Releases

Incoming Advisory Board of Director | Nihad E.K. McBride

“…I am very proud to announce the appointment of our newest Advisory Board of Director (ABoD) member, Nihad E. K. McBride. We have been looking for more gender and racial diversity. Nihad is an amazing fit for us, our company culture, vision, aligned experience, and she fills in many voids our existing Board lacked. She brings decades of experience supporting nonprofit organizations in foster care, corporate governance and finance, organizational strategy, business transformation and community building in 3rd World Countries.

We are excited to begin our next chapter with Nihad as one of our advisors…”

Press Release: December 2022

Eric D. Becker Founder, CEO, Chairman

Nihad E. K. McBride

Acquence

Solutions Inc. Founder & CEO

“…I am a culture champion; alignment is what I do. It comes to me naturally for two reasons: my multicultural background and my being an ex-pat in my 20’s for Fortune 500 companies, which allowed me to work in 20+ countries on five continents.

Delivering turnarounds and leading organizational change projects (one valued at $5.2 billion, involving 120 countries) led me to focus on behavioral design and science. The shift set me on a deeply fulfilling servant leadership journey: helping leaders, teams and organizations anticipate, innovate, adapt, and pivot in an ever-changing environment.

Before becoming an organizational strategy consultant, I was a global Fortune 500 advisor, finance executive, Sarbanes-Oxley (SOX) consultant, business transformation practice leader, program manager, internal auditor, mentor, team builder, and community contributor. My clients are privately held, publicly listed, and public sector companies in Africa, Europe, North America, Latin America, and Australia.

My natural abilities are enhanced by a solid foundation in science and training in behavioural design.

I partner with boards and executive teams to help them achieve organizational alignment and realize the vision – all with a focus on execution and results…”

You Have a Vision. We Have a Way to Get You There

Experience our thinking process | Experience our consulting process

Listen to a Podcast Episode Book a 60-min strategy session

We are a boutique consulting firm with global reach. We've been the trusted advisor to Fortune 500 and Inc. 5000 companies. These have included leading organizations across the private, public and social sectors for the past 13 years in more than 20 countries on five continents. We are passionate about building our client's capabilities and leadership skills.

Our diverse global expertise and knowledge gives us natural powers in culture and organizational alignment. Our business acumen is enhanced by a solid foundation in science – including 360+ validity studies and 65 years of data – and formal Ivy League education and training in behavioural design.

We equip you with the knowledge and tools to achieve organizational alignment and realize your vision

ABOUT US

Board of Directors

ERIC D. BECKER

Visionary, multi-talented, published academic scholar, poet, music artist, and photographer adopted into a multi-biracial family.

- 2022: Eric was shortlisted for Education 2.0 Conference’s “Outstanding Leadership” award.

- 2022: Eric’s biography, work history, and life experience is being archived and published in Marquis Who’s Who in America.

- 2020: approached to join an international academic research team, Resilience Brokers, as a COViD Research Volunteer. The published report was submitted to the United Nations for COP26 under IBM distinguished engineer, Dr. Colin Harrison.

- 2016 – 2020: virtually tutored students specializing in finance project management with Varsity Tutors, LLC. Proudly helped place students in Harvard University and Georgetown University’s McDonough School of Business Finance.

A Diamond in the Dirt Foundation

Founder, CEO, Chairman BioFam Services

Founder, CEO, Chairman

MilliporeSigma

Life Science Global Advisor

- 2012 – 2015: led the UBuffalo’s first ever chapter of the National Organization of Minority Architecture Students (ubNOMAS), whose “Smart Park” design submission received honorable mention. Appointed the Election Committee Chair of the Graduate Student Association at the UBuffalo.

- 2011: asked by the Dean of SUNY Empire State College, Dr. Nan DiBello, to give the 2011 Undergraduate Commencement address, finishing with a 3.60 GPA.

- 2009 – Present: successfully launched EricDBecker.wordpress.com , reaching 125 countries in the last five years.

The Nonprofit Cooperative Development Committee

- 2009 – 2011: Mr. Becker received the Allentown Village Society Scholarship of Academic Achievement while attending the SUNY Empire State College.

“…Question: what do I want to be remembered for? Answer: inspiring anyone that any dream can be achieved…”

- Eric D. Becker

MARWAN ELBLIETY

United Nations Public Communications BL80 Productions

An entrepreneur, philanthropist, and experienced media production specialist with a demonstrated history in journalism, video editing, graphics design, and digital content management.

- June 2017 – Present: Public Information Assistant on behalf of the United Nations, headquartered in Manhattan, NY; who manages social media content, Webcast cloud platforms, email marketing and content development, SEO (search engine optimization), and event communications.

- August 2020 - Present: Chief Executive Officer on behalf of BL80 Production, LLC in Manhattan, NY.

- April 2018 – Present: Arabic Linguist on behalf of TheBigWorld in Manhattan, NY.

- June 2021 – August 2021: Freelance Copyrighter on behalf of GetTransfer.com in Manhattan, NY.

- September 2020 – February 2021: Content Manager on behalf of Crypterium in Moscow, Russia, who led a team of copyrighters that written text content to promote company products, the posting of timely articles, and other news information banners on social media networks.

“…so, I have not failed, I’ve just found 10,000 ways that won’t work…”

- Thomas Edison

- January 2018 – July 2018: Journalist & Producer on behalf of the Middle East Broadcasting Networks in Springfield, Virginia; who focused on editing videos, choosing appropriate news shots, and company personnel relations.

- December 2016 – June 2017: Reporting Intern on behalf of the Buffalo Toronto Public Media, who created tightly written news stories crafted from reliable sources, delivered on-air content for news, sports, and traffic.

Dr. CLAYTON A. STEEN

Dedicated higher education executive level leader with proven success in implementing transformative student access, student service and student success initiatives. Extensive experience in training, mentoring and developing academic personnel. Comprehensive faculty empiricism at the graduate level in education leadership and policy.

- 2020 – Present: hired as Executive Director for newly formed enrollment management student services division for Penn State World Campus. Launched enrollment management services pillar, implemented online one – stop – shop and enrollment performance management units. Executing the establishment of standalone Veterans and Military Education team.

- 2018: Keynote speaker for SUNY at Buffalo African, Latino, Asian, Native American (ALANA) Pre- Commencement Celebration of Achievement for graduating class.

- 2018: Selected to participate in the American Association of State Colleges and Universities (AASCU) Millennium Leadership Institute Initiative Academy in Washington, D.C.

- 2015 – 2019: served as Vice President for Enrollment Management & Marketing for SUNY

Empire State College. Spearheaded all marketing efforts including recipient of American Marketing Association and UPCEA marketing awards. Conceptualized and instituted the college’s inaugural real estate review, campus storefront, statewide college footprint, and auxiliary services strategies.

“DREAM…If you have a dream, protect it. Don’t allow others to tell you what you can achieve. Sometimes our dreams are wiser, than waking. Believe in yourself, follow your dreams, and make them happen…”

- Clayton Steen

Penn State World Campus Vice President

- 2013 – 2015: senior level leadership role at Bowie State University (HBCU), resulting in Regional HBCU Summit on Retention for Professional Service “Extra Mile” recognition, induction into Nation Society of Leadership and Success induction and an Octave Award honor.

ANDREW LAVALLE CHEATHAM

M&T Bank

Financial Advisor - Investments

Proud United States Army Reserve Veteran who is a professional, adept, and innovative

Financial Advisor with keen business intuition. Competencies include being Series 7 & 66

Registered, a vast portfolio construction & management with high-level experience in asset allocations, financial & retirement planning, small business retirement accounts, and fixed income.

- April 2021 – Present: Financial Advisor & Broker on behalf of M&T Bank, giving recommendations as per policy regulations to clients on investments, estate planning, and retirement accounts. Continuance of providing financial planning services in wealth transfers and trust accounts, providing asset allocation.

- November 2019 – December 2020: Financial Advisor on behalf of Edward Jones Financial, specializing in long-term portfolio construction and retirement planning. Conducted market research, analysis, and client relations building & establishing client acquisition targets and proposals.

- July 2018 – April 2019: Financial Advisor on behalf of Merrill Lynch Wealth Management, specializing in advising clients on investments, estate planning, savings, and retirement. Provided financial forecasting and strategic milestones for clients to meet financial objectives, using economic markets and financial reports as reference.

- January 2014 – May 2018: Store Manager on behalf of Verizon Wireless at The Cellular Connection, focused on the planning and directive of day-to-day operations, supervision of sales team, exceeding target weekly & monthly sales quotas and milestones.

- January 2008 – January 2016: Squad Leader on behalf of the United States Army Reserve, serving as the tactical center of the team, assuming responsibility for carrying out goals, missions, and instruction.

- Drew Cheatham

“…God is always got me…”

ABOUT US

Advisory Board of Directors

ERIC D. BECKER

DR. CLAYTON A. STEEN

RANDY HILLMAN

CASEY

CHARLES GERTH

RICHARD KIM ALEX SMIRNOV APRIL DINWOODIE

FAMILY HISTORY

Our Origins