How I can help you

I have over 20+ years experience in the Insurance and Banking industries working for such organizations as USAA and US Bank as well as Aetna, Travelers, and American General insurance companies. I also have an addition 8 years experience in an executive role for two different non-profit organizations dealing with personal financial asset management, household and business budgeting, low income housing, and small business creation and growth. 

I have owned and operated my own businesses through the years and I have also been a Director and Executive Director for two separate non-profit organizations. My primary strengths are in offering assistance in such diverse fields as housing, banking/credit education, business education and mentoring/coaching for start-up and local business owners.



Areas of Expertise

  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience

  • Banking, Finance & Insurance
  • Real Estate, Rental & Leasing
  • Accommodation & Food Services
  • Professional & Business Services
  • Retail & Wholesale Trade
  • Nonprofit, Public and Professional Organizations


 I have a Bachelor Degree in Psychology and also several credit hours in Masters of Business Administration (MBA). I have been Certified in Personal Coaching, and Business and Executive Coaching as well as Leadership Training. I have trained many sales representatives in the Banking, Mortgage, Real Estate, and In-Home Services industries. I also have direct hands-on experience in conducting home buying, loan financing , business startup, business management, and sales management multi-session training classes and seminars.

Marcel L Goulet

Communication Methods

  • In Person
  • Phone
  • Video