My name is Eric McLoyd.
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I want you to know that my financial journey was started due to my own embarrassment. I was embarrassed that after graduating from college, I really knew nothing about how to use business + finance to generate wealth for my own family.
I remember like it was yesterday sitting in a bathroom stall listening as a group of colleagues spoke about insurance, annuities, and estate planning. They then effortlessly moved the conversation to rental properties and other family business ventures. I was barely able to follow the lingo.
I vowed then that one day I would put myself in a position to help people gain control of their finances and build wealth.
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Eric McLoyd, Founder Productive Leaders LLC
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My Professional and Academic Qualifications Include:
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MBA in Corporate Finance
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Kellogg School of Management-Northwestern University alum
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Licensed Financial Professional
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Series 65, Investment Advisory Law Exam
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Certifications: Wealth Management, College Planning
Other specialties: real estate investing, real estate finance, start-up capital
Worth noting: co-founder of several notable not for profit organizations
Media: Financial podcaster @moneysexgenx
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Approach
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Mission
To provide corporate employees and leaders with the (G)uidance, (A)ccountability and (S)upport needed to gain control of their finances and become more productive in their roles.
We accomplish our mission by delivering both sustainable and easy-to-implement solutions.
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Vision
All companies and organizations will have access to the strategies and support they need to keep their leaders and employees healthy and productive.
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