WFG: Hear My Story

Ed Mylett

When WFG Chairman's Council member Ed Mylett's dream of becoming a professional baseball player ended with an injury in 1993, he reprioritized his life. Deciding service to others came first, he began working at a group home for troubled children - where he discovered he wanted to help their parents, too. After attending his first business presentation meeting, Ed decided to become a financial services professional to help others reach their financial goals.
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Penney Ooi

Since she was a little girl, Executive Vice Chairman Penney Ooi was interested in learning about money. She majored in finance in the United States so she could learn how to manage and preserve wealth, unlike what was taught in her native Malaysia. Now with more than 15 years experience in the financial services industry under her belt, Penney's hard work is paying off, as she continues to educate herself and others through her WFG business.
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John Woo

Senior Vice Chairman John Woo's degree in Hotel and Restaurant Management may seem a world away from his financial services career, but with both, he gets to work with people. Since he considers himself a people person, he loves that his WFG business lets him interact each day with individuals and families, to help them discover their financial goals.
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Dan and Christine Charlier

As a U.S. Marine, Senior Vice Chairman Dan Charlier learned the discipline and leadership skills to succeed in the business world. After a decorated military career, Dan left the Marine Corps and was soon introduced to the WFG opportunity. Dan met his wife, Christine, while building his WFG business. The two married in 2005 and have since spent their time dreaming big and encouraging others to let WFG inspire them to reach their goals.
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Jeff Levitan

Executive Vice Chairman Jeff Levitan credits WFG for teaching him everything he needed to know to succeed - including field training, mentoring and financial management skills. He used these business-building techniques to construct a solid financial services business and became financially independent by the time he was 30 years old. He believes praise, recognition, and encouragement motivates his team to continue to grow.
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Marcy Blochowiak

When she attended her first Business Presentation Meeting, CEO Marketing Director Marcy Blochowiak found a great opportunity for women. With no glass ceiling at WFG, Marcy realized she could build a business on her terms while helping other people. A former flight attendant, Marcy loves to be around people, and sees the potential in them. Marcy works closely with her husband Jeff, and both are focused on helping people move from Dreaming to Doing®.
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Grace Zhu

Qualified Marketing Director Grace Zhu has always had a dream of helping people. Her background of offering insurance in China found a natural fit for World Financial Group in West Covina, Calif. While helping other families, Grace found WFG to be her family. The experience has changed her life and she seeks to change the lives of those around her.
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Elan Michael

Executive Marketing Director Elan Michael has a background in the financial services industry but when he was introduced to WFG it was the company's vision and mission made a strong impact on Elan, which is why he made the move to become a WFG business owner. He joined WFG and, as they say, "the rest is history".
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Fradel Barber

Senior Marketing Director Fradel Barber, from Brooklyn, NY, was a student seeking a part-time job when she heard about World Financial Group. Always having been interested in having her own business, she jumped right into the WFG opportunity. Along with helping others build a sound financial future, Fradel has found that learning how to build a WFG business, while teaching others how to do so as well, to be very inspiring.
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John Cordero

Executive Marketing Director John Cordero has found his purpose in World Financial Group by helping people. In this video, John reminisces about two friends who were part of the reason why he joined WFG and the success he has found.
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Jack Yang

From St. Paul, MN, Senior Marketing Director Jack Yang came to World Financial Group with a computer engineering degree but no education in how money works. His curiosity about WFG has now made him "financially literate", and he seeks to help others become financially savvy as well.
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Paul Hart

Executive Marketing Director Paul Hart hadn't owned a suit or talked in front of a large crowd before joining World Financial Group. But after putting his all into the WFG opportunity, he no longer sees himself having an ordinary life, but an extraordinary life.
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Racquel Ramlal

Senior Marketing Director Racquel Ramlal wanted two things out of her life: to inspire others and be financially independent. Her parents became clients of World Financial Group some time ago and she saw how the WFG system worked to help families. She soon joined WFG, which has been inspiring her and others ever since.
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Bernadette Kim

Executive Marketing Director Bernadette Kim from Austin, TX joined World Financial Group after being a longtime client. She notes that, at first, she wasn't interested in joining the company because she had no understanding of the business, but once she started her training, she found she liked having the opportunity to help herself and others.
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