I was born, raised and educated in Germany. On vacation to visit a friend who lived in NYC, I met my husband in 1984 and moved to the US. I worked as a Human Resources Manager for Foreign Banks in Manhattan for 14+ years but found my calling when I was introduced to my current business in 2001 in the financial services field which I started and build my agency in NY/NJ. In 2013 my husband and I moved to Florida to get away from the winter weather.

My passion is to help people and educate everyone who wants to listen and learn how to be aware of the tools that are available to help themselves to achieve financial freedom. I am a licensed professional in the areas of life & health, series 6, 63,26 &65 for almost 2 decades now. My greatest joy is to help families with their financial future and to know that they have a better life ahead of them. I own my own company since I started in this field in 2001 under the Umbrella of Transamerica Financial Advisers, Inc as my Broker/Dealer and World Financial Group which is the Backoffice. That platform allows me to work with over 100+ companies to service my clients, which in return gives me the freedom to do what’s right for every single person I meet with to fulfill their needs.

I love reading and enjoy walking with my husband and our dog Benny as well as travelling the world and experience different cultures, food and a nice glass of wine. I am a fun-loving person and do enjoy dancing and movies, particularly comedies or adventures. My bucket list has sky diving on it and I would love to that soon. My Dream is to become a Philanthropist to help Orphans around the World to get an education and develop them into Leaders in their field and become a vital part of their society.

Transamerica Financial Advisors

JERI MUOIO, PH.D. For over 12 years, Jeri served West Palm Beach as Strong Mayor, one of only six in the state of Florida, and as City Commissioner. She is an experienced leader, educator, and culture builder with the credibility to facilitate, coach, and speak.

BILL NEWGENT has an extensive background coaching and training individuals and groups in the areas of personal development and leadership. His background in broadcasting and as an advisor to executives and political leaders brings unique depth and perspective to serving you and your team in uncovering organizational blind spots.

WHAT WE DO: Working with both public and private organizations, we build paths to positive work cultures, leadership development, helping you powerfully understand how to grow leaders and empower your team.

HOW WE DO IT: Through our exclusive affiliation with Great Place to Work, we provide granular employee, workplace, and culture-based data. The data is an anonymous and actionable exploration of your organization’s culture. In a nutshell, these results expose organizational blind spots. Then, we move your organization beyond, “OK, we have the data, now what?” We help you develop leaders, shift workplace culture, break down departmental silos, and elevate employee engagement. We do this with you, using proven tools and our years of organizational, educational, and coaching experience. We do this standing on the foundation of a proven survey data system and your commitment to shifting your culture and growing leaders. We speak, coach, facilitate, and train.

WHY WE DO IT: We believe that all organizations deserve engaged workers who love where they work. We know engaged workers provide excellent service and outstanding work. We believe that all employees deserve to work in organizations that value their contribution.

Great Cities for All