“If you fail to plan, you are planning to fail!” - Benjamin Franklin
Middle-Income families taking charge of their finances
Small Business owners seeking guidance on business planning, statutory filings, succession planning, asset protection, and exit strategies
Business owners who value their employees, and provides competitive employee benefits
Investors who diversify their portfolio through business and real estate acquisitions
Businesses looking to improve cash flow and earnings, potentially adding millions to the equity value without changing existing processes or suppliers
Jhayne received her Bachelor’s degree in Accounting in 1992 and started her career in Tax with the Big 4 CPA firms – PricewaterhouseCoopers LLP and Arthur Andersen LLP in Chicago, IL. She was one of the last person to leave Arthur Andersen in order to file the final Partnership Return with 2000+ Schedule K1’s. Thereafter, she started he
Jhayne received her Bachelor’s degree in Accounting in 1992 and started her career in Tax with the Big 4 CPA firms – PricewaterhouseCoopers LLP and Arthur Andersen LLP in Chicago, IL. She was one of the last person to leave Arthur Andersen in order to file the final Partnership Return with 2000+ Schedule K1’s. Thereafter, she started her own Tax practice and joined a Startup healthcare service company where she established standard procedures and drove continuous improvements.
In 2006, Jhayne relocated to Central Florida to join a CPA firm specialized in International Taxation. In 2009, she joined the largest reseller and distributor of plastic resin, chemical, and rubber company in the U.S., where she held various roles in Tax, Corporate Accounting, Internal Audit, and Regulatory Compliance departments. In 2011, she received her Juris Doctorate degree.
Jhayne’s passion for helping others led her to recognize the need to promote financial literacy so she switched her focus to Finance. In 2017, she received her Life & Health Insurance license. In 2018, she founded Excelsure Consulting and offer her services as a Strategist / Advisor. In 2019, she received her Series 7 license and became FINRA Registered Representative. Because of her appetite in continuous learning, she studied real estate law and received her license, with the intent to broker her own deals and to assist clients to build wealth through business acquisitions and diversified investments.
Jhayne is born and raised in the Philippines. She lived in Chicago, Illinois for 21 years prior to moving to Florida in 2006. Jhayne supports various non-profit organizations. She is a volunteer instructor at Score-Orlando and served as one of the community judges at the 2020 Victory Cup Initiative. Her plan is to eventually start her own Foundation. She is the author of “The Finance Doctor’s Tips & Tricks” and currently writing “The Right Mindset”. Jhayne understands the importance of having a proper mindset in order to run a successful business therefore, she is not only assisting her clients to expand their business utilizing various strategies but she also coaches them in the importance of having the right mindset to run an effective and efficient enterprise.
Vanessa is a trilingual, hard-working, young individual who was born in the Philippines and moved to Spain in 2003. She graduated with a diploma in Travel and Tourism Management in 2012. Shortly after graduating, she decided to move to London, UK hoping for a wider range of opportunities within her sector. Within her 5 years of stay in
Vanessa is a trilingual, hard-working, young individual who was born in the Philippines and moved to Spain in 2003. She graduated with a diploma in Travel and Tourism Management in 2012. Shortly after graduating, she decided to move to London, UK hoping for a wider range of opportunities within her sector. Within her 5 years of stay in the UK, she was able to be given the chance to work in an environment where she was able to portray her knowledge from her academic background. She worked in a boutique hotel as a front desk agent for nearly 3 years and decided to take her chances to look for better opportunities and work with a bigger company hoping to gain more knowledge and experience. She was able to have the opportunity to work as a front desk agent at a bigger company and within less than a year, her hard work, knowledge, good skills, and professionalism paid off as she was promoted to a Front Desk Manager. Within this role, Vanessa was given the responsibility of becoming part of the recruitment process where she was able to interview and hire employees in her department. Additionally, she also had the chance to move to the Reservations department where she was able to gain a new experience by liaising with travel agencies from across the globe.
In 2018, Vanessa decided to leave London and move back to Spain. She is currently employed in a hotel located in the heart of Madrid city where she was able to practice her knowledge and experience gained working in the UK. However, due to the unfortunate circumstances brought by the Covid-19, the company had to temporarily close.
Vanessa is passionate with a strong desire to be successful. She joined a company, Vibrant Wellness Trading Corp., based in the Philippines in September 2020 as a distributor hoping that it would be a start of a small business. From the moment she joined the business, Vanessa has set herself goals which she is working hard to achieve, and within two months of starting she has been able to achieve one of those goals. As a result, she leveled up from a normal distributor to a stockist in November 2020.
Vanessa is always open to new ideas and opportunities to attain excellence. She is hopeful and determined to become successful in her career in business and hopes to achieve more in the coming years. Her mission is to help others by sharing her knowledge and skills in the industry which would help them become successful in their career; promote positivity by helping them see the brighter side of life and situations, and showing gratitude. She is also passionate about influencing and encouraging others to be kind and to always have faith and never lose hope.
"Stay strong, believe in yourself, and never give up."
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