Financial Partners Group
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Financial Partners Group Employees
Employee
Years
Job
Industry
Jeff Rodd Jeff Rodd's Financial Partners Group Experience May 2013 - December 2013
Job Financial Services Representative and Financial Advisor at Financial Partners Group, an Office of MetLife
Industry Financial Services
Experience
Financial Partners Group, an Office of MetLife and Part of MetLife Premier Client Group January 2014 - Present
Financial Partners Group May 2013 - December 2013
Divisions Maintenance Group January 2012 - August 2012
Mike's Carwash, Inc. July 2007 - December 2011
Reliable Castings Corporation June 2011 - September 2011
Education
University of Cincinnati 2009 — 2013
Bachelor's Degree, Finance
Financial Partners Group, an Office of MetLife and Part of MetLife Premier Client Group January 2014 - Present
Financial Partners Group May 2013 - December 2013
Divisions Maintenance Group January 2012 - August 2012
Mike's Carwash, Inc. July 2007 - December 2011
Reliable Castings Corporation June 2011 - September 2011
Education
University of Cincinnati 2009 — 2013
Bachelor's Degree, Finance
Jonathan Owens, MBA Jonathan Owens, MBA's Financial Partners Group Experience September 2011 - January 2014
Job Associate General Agent at OneIndiana Financial Group
Industry Financial Services
Experience
OneIndiana Financial Group February 2015 - Present
Foresight Financial Management January 2014 - January 2015
Financial Partners Group September 2011 - January 2014
WestPoint Financial Group, LLC July 2009 - September 2011
Delivra 2006 - 2009
The Hartford September 2004 - May 2006
Education
DePauw University 2000 — 2004
Bachelor's Degree, Communication
Brebeuf Jesuit 1996 — 2000
High School
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Finance
OneIndiana Financial Group February 2015 - Present
Foresight Financial Management January 2014 - January 2015
Financial Partners Group September 2011 - January 2014
WestPoint Financial Group, LLC July 2009 - September 2011
Delivra 2006 - 2009
The Hartford September 2004 - May 2006
Education
DePauw University 2000 — 2004
Bachelor's Degree, Communication
Brebeuf Jesuit 1996 — 2000
High School
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Rachele Moore Rachele Moore's Financial Partners Group Experience April 2007 - December 2008
Job Marketing Programs Manager at Sunbelt Rentals
Industry Marketing and Advertising
Experience
Sunbelt Rentals October 2011 - Present
Australian Gold LLC December 2008 - August 2011
Financial Partners Group April 2007 - December 2008
American Funds June 2003 - March 2007
Skills
Marketing Strategy, Account Management, New Business Development, Marketing, Sales, Strategic Planning, Email Marketing, Sales Process, Marketing Communications, Social Media Marketing, B2B, Sales Management, Business Development, Lead Generation, Product Marketing, Salesforce.com
Education
Indiana University - Kelley School of Business 1998 — 2002
Marketing
Sunbelt Rentals October 2011 - Present
Australian Gold LLC December 2008 - August 2011
Financial Partners Group April 2007 - December 2008
American Funds June 2003 - March 2007
Skills
Marketing Strategy, Account Management, New Business Development, Marketing, Sales, Strategic Planning, Email Marketing, Sales Process, Marketing Communications, Social Media Marketing, B2B, Sales Management, Business Development, Lead Generation, Product Marketing, Salesforce.com
Education
Indiana University - Kelley School of Business 1998 — 2002
Marketing
Jacob Lyons's Financial Partners Group Experience June 2014 - Present
Job Financial Services Representative, Financial Advisor at MetLife
Industry Financial Services
Experience
Financial Partners Group June 2014 - Present
Imagine It 3D Printing February 2014 - June 2014
Northwestern Mutual June 2013 - June 2014
Business Careers in Entertainment Club - Music Committee April 2012 - May 2013
Indiana University August 2009 - May 2013
Indy Parks - Broad Ripple Park May 2011 - August 2011
Dick's Sporting Goods May 2010 - May 2011
Skills
Social Networking, Networking, Market Research, Sales, Pathfinder, Marketing Strategy, Microsoft Office, Public Speaking, Project Management, Customer Service, Finance, Management, Market Analysis, Writing, Internet, Presentations, Journalism, Financial Analysis, Benefit Cost Analysis, Negotiation, Alternative Dispute..., Library Research
Education
Indiana University Bloomington 2009 — 2013
Management, Public and Environmental Affairs, Business
Cathedral High School
Financial Partners Group June 2014 - Present
Imagine It 3D Printing February 2014 - June 2014
Northwestern Mutual June 2013 - June 2014
Business Careers in Entertainment Club - Music Committee April 2012 - May 2013
Indiana University August 2009 - May 2013
Indy Parks - Broad Ripple Park May 2011 - August 2011
Dick's Sporting Goods May 2010 - May 2011
Skills
Social Networking, Networking, Market Research, Sales, Pathfinder, Marketing Strategy, Microsoft Office, Public Speaking, Project Management, Customer Service, Finance, Management, Market Analysis, Writing, Internet, Presentations, Journalism, Financial Analysis, Benefit Cost Analysis, Negotiation, Alternative Dispute..., Library Research
Education
Indiana University Bloomington 2009 — 2013
Management, Public and Environmental Affairs, Business
Cathedral High School
Jeffrey Conyers, CFP®'s Financial Partners Group Experience August 2012 - Present
Job Financial Advisor at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group August 2012 - Present
Fidelity Investments September 2004 - July 2012
Fidelity Investments July 1999 - September 2004
Bartlett & Co. September 1984 - July 1999
Skills
Retirement Planning, Investment Strategies, Insurance, Mutual Funds, Finance, Securities, FINRA, Small Business, Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Series 63, 401k
Education
College for Financial Planning 2007 — 2008
Eastern Kentucky University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
Financial Partners Group August 2012 - Present
Fidelity Investments September 2004 - July 2012
Fidelity Investments July 1999 - September 2004
Bartlett & Co. September 1984 - July 1999
Skills
Retirement Planning, Investment Strategies, Insurance, Mutual Funds, Finance, Securities, FINRA, Small Business, Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Series 63, 401k
Education
College for Financial Planning 2007 — 2008
Eastern Kentucky University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
Rhonda Cooke Rhonda Cooke's Financial Partners Group Experience March 2006 - Present
Job Client Service Associate at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group March 2006 - Present
RSI January 2003 - March 2006
Martin, Leigh, Laws & Fritzlen, P.C. February 1999 - October 2002
Nebraska Attorney General's Office August 1997 - January 1999
Skills
Microsoft Word, Mortgage Lending, Microsoft Excel, Customer Service, Real Estate, Outlook, Marketing, Management, Banking, Data Entry, Financial Analysis, Finance, Insurance, PowerPoint, Microsoft Office
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor, Criminal Justice, Psychology
Financial Partners Group March 2006 - Present
RSI January 2003 - March 2006
Martin, Leigh, Laws & Fritzlen, P.C. February 1999 - October 2002
Nebraska Attorney General's Office August 1997 - January 1999
Skills
Microsoft Word, Mortgage Lending, Microsoft Excel, Customer Service, Real Estate, Outlook, Marketing, Management, Banking, Data Entry, Financial Analysis, Finance, Insurance, PowerPoint, Microsoft Office
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor, Criminal Justice, Psychology
Jennifer Boudreau's Financial Partners Group Experience March 2015 - Present
Job New Business Analyst
Industry Financial Services
Experience
Financial Partners Group March 2015 - Present
Georgetown Financial Group, Inc. 2005 - 2006
Tower Square Securities, Inc. 2004 - 2005
Tower Square Securities 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
Lincoln Financial Advisors 2000 - 2002
Skills
Marketing, Wellness, Nutrition, Public Speaking, Customer Service, Customer Retention, Relationship Marketing, Personal Training, Social Networking, Small Business, Training, Entrepreneurship, Blogging, Coaching, Leadership Development, Home Based Business, Team Building, Management
Education
Ball State University
Indiana University-Purdue University at Fort Wayne
Financial Partners Group March 2015 - Present
Georgetown Financial Group, Inc. 2005 - 2006
Tower Square Securities, Inc. 2004 - 2005
Tower Square Securities 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
Lincoln Financial Advisors 2000 - 2002
Skills
Marketing, Wellness, Nutrition, Public Speaking, Customer Service, Customer Retention, Relationship Marketing, Personal Training, Social Networking, Small Business, Training, Entrepreneurship, Blogging, Coaching, Leadership Development, Home Based Business, Team Building, Management
Education
Ball State University
Indiana University-Purdue University at Fort Wayne
Justin Hively, MBA Justin Hively, MBA's Financial Partners Group Experience January 2007 - June 2011
Job Principal at Homestead Insurance LLC
Industry Financial Services
Experience
Homestead Insurance LLC January 2014 - Present
Anthem Blue Cross and Blue Shield October 2009 - September 2013
Financial Partners Group January 2007 - June 2011
Ohio Financial Group 2001 - 2003
Skills
Sales Management, Sales, Business Development, Direct Sales, Underwriting, Retirement Planning, Strategic Planning, New Business Development, Mortgage Lending, Investments, Strategic Financial..., Banking, Financial Analysis, Employee Benefits, Finance, Microsoft Excel, Life Insurance, Risk Management, Mutual Funds, Financial Services, Account Management, Credit, Small Business, Mergers & Acquisitions, Exceed Sales Goals, Process Improvement, Manage Client..., Loans, Fixed Annuities, Wealth Management, Disability Insurance, Relationship Management, Health Insurance, Marketing, Retirement, Portfolio Management, Term Life Insurance, Financial Modeling, Leadership, Business Analysis, Executive Management, Financial Risk, Forecasting, Series 6, Long-term Care, Mortgage Banking, Residential Mortgages, Cold Calling, Asset Management, Group Insurance
Education
Xavier University 2011 — 2014
Master of Business Administration (M.B.A.), Marketing and Business Systems
Ohio University 1997 — 2001
Bachelors, Economics
Homestead Insurance LLC January 2014 - Present
Anthem Blue Cross and Blue Shield October 2009 - September 2013
Financial Partners Group January 2007 - June 2011
Ohio Financial Group 2001 - 2003
Skills
Sales Management, Sales, Business Development, Direct Sales, Underwriting, Retirement Planning, Strategic Planning, New Business Development, Mortgage Lending, Investments, Strategic Financial..., Banking, Financial Analysis, Employee Benefits, Finance, Microsoft Excel, Life Insurance, Risk Management, Mutual Funds, Financial Services, Account Management, Credit, Small Business, Mergers & Acquisitions, Exceed Sales Goals, Process Improvement, Manage Client..., Loans, Fixed Annuities, Wealth Management, Disability Insurance, Relationship Management, Health Insurance, Marketing, Retirement, Portfolio Management, Term Life Insurance, Financial Modeling, Leadership, Business Analysis, Executive Management, Financial Risk, Forecasting, Series 6, Long-term Care, Mortgage Banking, Residential Mortgages, Cold Calling, Asset Management, Group Insurance
Education
Xavier University 2011 — 2014
Master of Business Administration (M.B.A.), Marketing and Business Systems
Ohio University 1997 — 2001
Bachelors, Economics
Matt Strautman Matt Strautman's Financial Partners Group Experience June 2008 - August 2008
Job Regional Sales Manager at OnNet Surveillance Systems, Inc
Industry Security and Investigations
Experience
On-Net Surveillance Systems, Inc January 2015 - Present
SVC Marketing November 2012 - January 2015
Dakota Security Systems Inc November 2011 - November 2012
Cintas January 2011 - September 2011
Cintas June 2009 - June 2011
Financial Partners Group June 2008 - August 2008
Skills
Account Management, Sales, Management, Direct Sales, Sales Operations, Cold Calling, New Business Development, Sales Management, Solution Selling, Leadership, Salesforce.com, Marketing, Selling
Education
DePauw University 2005 — 2009
BA, Economics and Studio Art
On-Net Surveillance Systems, Inc January 2015 - Present
SVC Marketing November 2012 - January 2015
Dakota Security Systems Inc November 2011 - November 2012
Cintas January 2011 - September 2011
Cintas June 2009 - June 2011
Financial Partners Group June 2008 - August 2008
Skills
Account Management, Sales, Management, Direct Sales, Sales Operations, Cold Calling, New Business Development, Sales Management, Solution Selling, Leadership, Salesforce.com, Marketing, Selling
Education
DePauw University 2005 — 2009
BA, Economics and Studio Art
Jeff Wilson's Financial Partners Group Experience September 2011 - January 2012
Job Sales Representative at Entellus Medical
Industry Medical Devices
Experience
Entellus Medical August 2014 - Present
Cintas October 2013 - August 2014
Cintas May 2012 - October 2013
Financial Partners Group September 2011 - January 2012
Skills
Entrepreneurship, Microsoft Excel, Leadership, Sales, Financial Analysis, Marketing, Public Speaking, Social Media, Social Networking, Financial Modeling, Event Management, New Business Development, Management, Cold Calling, Analysis
Education
Miami University 2009 — 2011
Bachelor of Arts (B.A.)
University of Tampa 2007 — 2009
Entrepreneurship
Archbishop Moeller High School 2003 — 2007
Entellus Medical August 2014 - Present
Cintas October 2013 - August 2014
Cintas May 2012 - October 2013
Financial Partners Group September 2011 - January 2012
Skills
Entrepreneurship, Microsoft Excel, Leadership, Sales, Financial Analysis, Marketing, Public Speaking, Social Media, Social Networking, Financial Modeling, Event Management, New Business Development, Management, Cold Calling, Analysis
Education
Miami University 2009 — 2011
Bachelor of Arts (B.A.)
University of Tampa 2007 — 2009
Entrepreneurship
Archbishop Moeller High School 2003 — 2007
Amber Morris's Financial Partners Group Experience April 2011 - January 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2012 - Present
Financial Partners Group April 2011 - January 2012
Chicago Title Insurance Company June 2006 - April 2011
Skills
Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Retirement, Wealth Management, Strategic Financial..., Insurance, Fixed Annuities
Education
Indiana University-Purdue University at Indianapolis 1996 — 2001
VALIC January 2012 - Present
Financial Partners Group April 2011 - January 2012
Chicago Title Insurance Company June 2006 - April 2011
Skills
Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Retirement, Wealth Management, Strategic Financial..., Insurance, Fixed Annuities
Education
Indiana University-Purdue University at Indianapolis 1996 — 2001
Brad Harrold, CFP®'s Financial Partners Group Experience April 2012 - Present
Job Financial Advisor, Registered Representative with New England Securities at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group April 2012 - Present
Valeo Financial Advisors, LLC October 2009 - April 2012
UBS Financial Services Inc. July 2005 - September 2009
Linsco/Private Ledger Corp. May 2002 - July 2005
Education
Indiana University - Kelley School of Business 1999 — 2002
B.S. in Business, Marketing
Ball State University 1998 — 1999
Business
Noblesville High School 1994 — 1998
Financial Partners Group April 2012 - Present
Valeo Financial Advisors, LLC October 2009 - April 2012
UBS Financial Services Inc. July 2005 - September 2009
Linsco/Private Ledger Corp. May 2002 - July 2005
Education
Indiana University - Kelley School of Business 1999 — 2002
B.S. in Business, Marketing
Ball State University 1998 — 1999
Business
Noblesville High School 1994 — 1998
Norman C. Merlet's Financial Partners Group Experience July 2011 - August 2012
Job Investment Advisor Representative at Heritage Advisory Group a General Agency of the companies of OneAmerica.
Industry Financial Services
Experience
Heritage Advisory Group a General Agency of the companies of OneAmerica. May 2014 - Present
Financial Partners Group July 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) May 2008 - July 2011
Residential Location Surveys October 1996 - December 2003
Education
Miami University 1986 — 1990
BS, Business - Marketing
Noblesville HS
Heritage Advisory Group a General Agency of the companies of OneAmerica. May 2014 - Present
Financial Partners Group July 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) May 2008 - July 2011
Residential Location Surveys October 1996 - December 2003
Education
Miami University 1986 — 1990
BS, Business - Marketing
Noblesville HS
Dana Cuddihy's Financial Partners Group Experience July 2009 - February 2011
Job RN
Industry Hospital & Health Care
Experience
Wake Forest Baptist Health April 2014 - Present
Ivy Tech Community College February 2011 - Present
Financial Partners Group July 2009 - February 2011
New England Financial July 2009 - February 2011
Comcast Spotlight May 2006 - August 2006
Education
Ball State University 2005 — 2009
Ball State University - College of Business 2005 — 2009
BS, Finance, Economics
Wake Forest Baptist Health April 2014 - Present
Ivy Tech Community College February 2011 - Present
Financial Partners Group July 2009 - February 2011
New England Financial July 2009 - February 2011
Comcast Spotlight May 2006 - August 2006
Education
Ball State University 2005 — 2009
Ball State University - College of Business 2005 — 2009
BS, Finance, Economics
Alex Yates Alex Yates's Financial Partners Group Experience November 2008 - March 2010
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2010 - Present
Financial Partners Group November 2008 - March 2010
New England Financial November 2008 - March 2010
Eli Lilly June 2002 - December 2008
Education
DePauw University 1998 — 2002
Bachelor of Arts
Park Tudor 1994 — 1998
Orchard 1983 — 1994
VALIC March 2010 - Present
Financial Partners Group November 2008 - March 2010
New England Financial November 2008 - March 2010
Eli Lilly June 2002 - December 2008
Education
DePauw University 1998 — 2002
Bachelor of Arts
Park Tudor 1994 — 1998
Orchard 1983 — 1994
James Claiborne CFS,ChFC's Financial Partners Group Experience April 2010 - Present
Job Founder, Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group April 2010 - Present
New England Financial January 1996 - July 2005
Guardian Financial January 1990 - January 1996
Skills
Money Management, Strategic Financial..., 401k, Executive Pay, Wealth Management, Retirement Planning, Life Insurance, Financial Planners, Long-term Care, Retirement, Wealth, Fixed Annuities, Business Planning, IRAs, 401k Rollovers, Finance, Financial Planning, Management
Education
University of Central Missouri 1986 — 1990
Bachelor's degree, Finance, General
Financial Partners Group April 2010 - Present
New England Financial January 1996 - July 2005
Guardian Financial January 1990 - January 1996
Skills
Money Management, Strategic Financial..., 401k, Executive Pay, Wealth Management, Retirement Planning, Life Insurance, Financial Planners, Long-term Care, Retirement, Wealth, Fixed Annuities, Business Planning, IRAs, 401k Rollovers, Finance, Financial Planning, Management
Education
University of Central Missouri 1986 — 1990
Bachelor's degree, Finance, General
Don Yelton Don Yelton's Financial Partners Group Experience July 1999 - Present
Job Financial Planner and Financial Services Representative at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group July 1999 - Present
Don Yelton Attorney at Law September 1996 - December 2004
Wood & Lamping April 1993 - September 1996
Yelton Insurance Associates Inc May 1970 - June 1992
Education
University of Cincinnati College of Law 1991 — 1994
JD
University of Cincinnati College of Business 1970 — 1975
BBA, Insurance & Economics
Financial Partners Group July 1999 - Present
Don Yelton Attorney at Law September 1996 - December 2004
Wood & Lamping April 1993 - September 1996
Yelton Insurance Associates Inc May 1970 - June 1992
Education
University of Cincinnati College of Law 1991 — 1994
JD
University of Cincinnati College of Business 1970 — 1975
BBA, Insurance & Economics
Clint Baldwin's Financial Partners Group Experience June 2012 - May 2013
Job Licensed Banker at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank August 2013 - Present
Financial Partners Group June 2012 - May 2013
Skills
Securities, FINRA, Investment Advisory..., Finance, Registered Investment..., Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Insurance, Mortgage Lending, Risk Management, Loans, Banking, Microsoft Excel, Series 7, Sales, Retirement, Mutual Funds, Marketing
Education
Purdue University 2008 — 2012
Bachelor's degree, Economics
Purdue University - Krannert School of Management 2008 — 2012
Bachelor of Science (B.S.), Economics
Fifth Third Bank August 2013 - Present
Financial Partners Group June 2012 - May 2013
Skills
Securities, FINRA, Investment Advisory..., Finance, Registered Investment..., Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Insurance, Mortgage Lending, Risk Management, Loans, Banking, Microsoft Excel, Series 7, Sales, Retirement, Mutual Funds, Marketing
Education
Purdue University 2008 — 2012
Bachelor's degree, Economics
Purdue University - Krannert School of Management 2008 — 2012
Bachelor of Science (B.S.), Economics
Alex Nightingale's Financial Partners Group Experience July 2010 - October 2011
Job Vice President of Business Operations at H2R2 Solutions Inc.
Industry
Experience
H2R2 Solutions Inc. May 2011 - Present
Financial Partners Group July 2010 - October 2011
Education
Indiana University Bloomington 2007 — 2010
BS, Financial Management, Legal Studies
Purdue University
H2R2 Solutions Inc. May 2011 - Present
Financial Partners Group July 2010 - October 2011
Education
Indiana University Bloomington 2007 — 2010
BS, Financial Management, Legal Studies
Purdue University
Timothy Johnston's Financial Partners Group Experience June 2004 - Present
Job Managing Sales Director at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group June 2004 - Present
Education
Saint John's University 2000 — 2004
BA Management, Finance
Cathedral - Chatard 1996 — 2000
Business Finance
Financial Partners Group June 2004 - Present
Education
Saint John's University 2000 — 2004
BA Management, Finance
Cathedral - Chatard 1996 — 2000
Business Finance
Josh Cantwell's Financial Partners Group Experience July 2001 - October 2003
Job CEO @ Strategic Real Estate Coach / CEO @ Freeland Ventures / CEO @ Yellow Jacket Properties / Author
Industry Real Estate
Experience
Freeland Ventures Private Equity and Direct Real Estate Lending October 2014 - Present
Strategic Real Estate Coach February 2007 - Present
Strategic Real Estate Coach February 2007 - Present
Financial Partners Group July 2001 - October 2003
Skills
Real Estate Development, Funding, Retirement, Real Estate, Land Development, Finance, Investors, USDA, Foreclosures, Investment Properties, Residential Homes, REO, Real Estate Transactions, Sellers, Mortgage Lending, Entrepreneurship, Real Estate Investor, Brokerage, Short Sales, Property, Single Family Homes, First Time Home Buyers, Commercial Real Estate, Real Estate Economics, Resellers, Loans, Marketing, Negotiation, Investments, Referrals, Rentals, Property Management, Relocation, Loss Mitigation, Real Estate Financing, Condos, Asset Managment, New Home Sales, Asset Management, Luxury, Buyer Representation, HUD, Leases, Real Property, Buyers, International Real..., Listings, FHA, Landlords, Seniors
Education
Baldwin Wallace University 1994 — 1998
BA Arts, Business Administration, Speech
Padua High School
Freeland Ventures Private Equity and Direct Real Estate Lending October 2014 - Present
Strategic Real Estate Coach February 2007 - Present
Strategic Real Estate Coach February 2007 - Present
Financial Partners Group July 2001 - October 2003
Skills
Real Estate Development, Funding, Retirement, Real Estate, Land Development, Finance, Investors, USDA, Foreclosures, Investment Properties, Residential Homes, REO, Real Estate Transactions, Sellers, Mortgage Lending, Entrepreneurship, Real Estate Investor, Brokerage, Short Sales, Property, Single Family Homes, First Time Home Buyers, Commercial Real Estate, Real Estate Economics, Resellers, Loans, Marketing, Negotiation, Investments, Referrals, Rentals, Property Management, Relocation, Loss Mitigation, Real Estate Financing, Condos, Asset Managment, New Home Sales, Asset Management, Luxury, Buyer Representation, HUD, Leases, Real Property, Buyers, International Real..., Listings, FHA, Landlords, Seniors
Education
Baldwin Wallace University 1994 — 1998
BA Arts, Business Administration, Speech
Padua High School
Abby Fleischman's Financial Partners Group Experience September 2014 - Present
Job Recruiting Coordinator/Executive Assistant at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group September 2014 - Present
Valassis July 2011 - September 2014
Shane Co. September 2009 - July 2011
BDA July 2007 - November 2008
Skills
Advertising, Online Advertising, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Direct Marketing, Account Management, Social Media, Sales, Digital Marketing, Email Marketing, Event Planning, Customer Service, Integrated Marketing, Sales Management, Merchandising, Management, Training, Trade Shows, Event Management, Media Planning
Education
Indiana State University 2001 — 2005
Bachelors, Textiles, Apparel, and Merchandising
Financial Partners Group September 2014 - Present
Valassis July 2011 - September 2014
Shane Co. September 2009 - July 2011
BDA July 2007 - November 2008
Skills
Advertising, Online Advertising, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Direct Marketing, Account Management, Social Media, Sales, Digital Marketing, Email Marketing, Event Planning, Customer Service, Integrated Marketing, Sales Management, Merchandising, Management, Training, Trade Shows, Event Management, Media Planning
Education
Indiana State University 2001 — 2005
Bachelors, Textiles, Apparel, and Merchandising
Josh Britton's Financial Partners Group Experience April 2012 - Present
Job
Industry Financial Services
Experience
Financial Partners Group April 2012 - Present
Fisher Investments October 2011 - February 2012
Fisher Investments October 2011 - February 2012
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Series 7, Investment Management, Series 63, Alternative Investments, Equities, Investments, Fixed Income, Mutual Funds, Wealth Management..., Retirement Planning, Wealth, Financial Services, Portfolio Management, Asset Management, Retirement, Securities, Financial Planning, Financial Advisory, Wealth Accumulation, 401k
Education
Fort Hays State University 1999 — 2003
B.S, Finance/estate planning
Lewis High School 1993 — 1997
HS Diploma, General Education
Financial Partners Group April 2012 - Present
Fisher Investments October 2011 - February 2012
Fisher Investments October 2011 - February 2012
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Series 7, Investment Management, Series 63, Alternative Investments, Equities, Investments, Fixed Income, Mutual Funds, Wealth Management..., Retirement Planning, Wealth, Financial Services, Portfolio Management, Asset Management, Retirement, Securities, Financial Planning, Financial Advisory, Wealth Accumulation, 401k
Education
Fort Hays State University 1999 — 2003
B.S, Finance/estate planning
Lewis High School 1993 — 1997
HS Diploma, General Education
Larry Pockras Larry Pockras's Financial Partners Group Experience January 2009 - April 2009
Job Structural Designer II at International Paper
Industry Sporting Goods
Experience
International Paper March 2013 - Present
True Patriot Firearms April 2010 - Present
Atos October 2012 - March 2013
Panasonic Arbitrator Support September 2010 - April 2011
Woodcraft September 2009 - January 2010
Financial Partners Group January 2009 - April 2009
LifeQuest Institute September 2008 - January 2009
Edward Jones March 2006 - August 2008
Dimensional Impressions November 1998 - February 2006
Design Sense 1995 - 1998
Skills
Training, Sales, Process Improvement, Budgets, Manufacturing, Troubleshooting, Account Management, Customer Service, Program Management, Time Management, Competitive Analysis, Marketing, Product Development, Retail, Finance, Leadership, Team Building, Management, Cross-functional Team...
Education
University of Cincinnati 1980 — 1985
BS, Industrial Design
Purdue University 1978 — 1979
Computer Science
Finneytown 1974 — 1978
International Paper March 2013 - Present
True Patriot Firearms April 2010 - Present
Atos October 2012 - March 2013
Panasonic Arbitrator Support September 2010 - April 2011
Woodcraft September 2009 - January 2010
Financial Partners Group January 2009 - April 2009
LifeQuest Institute September 2008 - January 2009
Edward Jones March 2006 - August 2008
Dimensional Impressions November 1998 - February 2006
Design Sense 1995 - 1998
Skills
Training, Sales, Process Improvement, Budgets, Manufacturing, Troubleshooting, Account Management, Customer Service, Program Management, Time Management, Competitive Analysis, Marketing, Product Development, Retail, Finance, Leadership, Team Building, Management, Cross-functional Team...
Education
University of Cincinnati 1980 — 1985
BS, Industrial Design
Purdue University 1978 — 1979
Computer Science
Finneytown 1974 — 1978
Chris Lamers's Financial Partners Group Experience May 2012 - August 2012
Job Research Associate at Altair Advisers
Industry Investment Management
Experience
Altair Advisers August 2015 - Present
IBM May 2014 - January 2015
Wells Fargo Home Mortgage June 2013 - August 2013
Financial Partners Group May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Research, Outlook, Budgets, Market Research, Investments, Project Management, Managerial Finance, Analysis
Education
Iowa State University 2010 — 2015
Bachelor’s Degree, Finance
Altair Advisers August 2015 - Present
IBM May 2014 - January 2015
Wells Fargo Home Mortgage June 2013 - August 2013
Financial Partners Group May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Research, Outlook, Budgets, Market Research, Investments, Project Management, Managerial Finance, Analysis
Education
Iowa State University 2010 — 2015
Bachelor’s Degree, Finance
Christopher Shockley, CFP®'s Financial Partners Group Experience April 2012 - Present
Job Financial Advisor and Financial Services Representative
Industry Financial Services
Experience
Financial Partners Group April 2012 - Present
OneAmerica Securities February 2005 - April 2012
Skills
Finance, Series 7, Retirement Planning, Securities, Investment Strategies, Investment Advisory..., Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
Finance, Kelley School of Business
University of Georgia - Terry College of Business 2009 — 2010
The Executive Program for Financial Planning Certification
HSE
Financial Partners Group April 2012 - Present
OneAmerica Securities February 2005 - April 2012
Skills
Finance, Series 7, Retirement Planning, Securities, Investment Strategies, Investment Advisory..., Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
Finance, Kelley School of Business
University of Georgia - Terry College of Business 2009 — 2010
The Executive Program for Financial Planning Certification
HSE
Kurt Maher's Financial Partners Group Experience October 2003 - Present
Job VP, Dir Retirement Planning at Financial Partners Group
Industry Investment Management
Experience
Financial Partners Group October 2003 - Present
AXA Advisors 1994 - 2003
Skills
Series 7, Retirement Planning, Asset Allocation, Investments, Wealth Management, Insurance, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Estate Planning
Education
Central College 1988 — 1992
BS, Business Administration and Management, General
Financial Partners Group October 2003 - Present
AXA Advisors 1994 - 2003
Skills
Series 7, Retirement Planning, Asset Allocation, Investments, Wealth Management, Insurance, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Estate Planning
Education
Central College 1988 — 1992
BS, Business Administration and Management, General
Kyle Sweet's Financial Partners Group Experience August 2010 - Present
Job Financial Representative at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group August 2010 - Present
First Merchants Corporation October 2005 - August 2010
National City Bank August 2003 - October 2005
Education
Anderson University 2007 — 2009
MBA
Indiana University Bloomington 1991 — 1995
Financial Partners Group August 2010 - Present
First Merchants Corporation October 2005 - August 2010
National City Bank August 2003 - October 2005
Education
Anderson University 2007 — 2009
MBA
Indiana University Bloomington 1991 — 1995
Dennis Markway's Financial Partners Group Experience August 2007 - August 2012
Job Fee only financial planner and President at Iron Horse Wealth Management, LLC
Industry Financial Services
Experience
Iron Horse Wealth Management, LLC August 2012 - Present
Drake University 2011 - Present
Des Moines Area Community College January 2010 - Present
Financial Partners Group August 2007 - August 2012
EquiTrust Life Insurance Company March 2007 - April 2008
ING February 2001 - March 2007
Aviva 1999 - 2001
University of Northern Iowa August 1995 - June 1998
Equitable 1994 - 1995
Education
University of Northern Iowa 1995 — 1997
Masters Degree, English Literature
Central College 1991 — 1995
Universidad de Granada 1992 — 1993
Spanish
Daniel Hand HS 1988 — 1991
Urbandale
Iron Horse Wealth Management, LLC August 2012 - Present
Drake University 2011 - Present
Des Moines Area Community College January 2010 - Present
Financial Partners Group August 2007 - August 2012
EquiTrust Life Insurance Company March 2007 - April 2008
ING February 2001 - March 2007
Aviva 1999 - 2001
University of Northern Iowa August 1995 - June 1998
Equitable 1994 - 1995
Education
University of Northern Iowa 1995 — 1997
Masters Degree, English Literature
Central College 1991 — 1995
Universidad de Granada 1992 — 1993
Spanish
Daniel Hand HS 1988 — 1991
Urbandale
Nikki Asbury's Financial Partners Group Experience March 2010 - August 2012
Job Experienced Assistant
Industry Financial Services
Experience
Marshall Crane Company August 2012 - Present
Financial Partners Group March 2010 - August 2012
Financial Partners Group September 2008 - March 2010
Wachovia Securities (formerly Prudential Securities) July 2001 - November 2007
Skills
Securities, Series 7, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Finance, Microsoft Excel, Financial Analysis, Risk Management, Microsoft Office, Asset Allocation
Education
Ball State University 1992 — 1996
Bachelor of Science (B.S.)
Marshall Crane Company August 2012 - Present
Financial Partners Group March 2010 - August 2012
Financial Partners Group September 2008 - March 2010
Wachovia Securities (formerly Prudential Securities) July 2001 - November 2007
Skills
Securities, Series 7, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Finance, Microsoft Excel, Financial Analysis, Risk Management, Microsoft Office, Asset Allocation
Education
Ball State University 1992 — 1996
Bachelor of Science (B.S.)
Christina Rapken's Financial Partners Group Experience May 2010 - December 2010
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC August 2011 - Present
Financial Partners Group May 2010 - December 2010
IN-COM Data Systems May 2009 - May 2010
Prism Financial Group May 2008 - January 2009
Skills
Excel, Visio, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Analysis, SAP, Microsoft Word, Business Analysis, Business Strategy, Risk Management, Finance, Accounting, Financial Reporting, Financial Modeling
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance & Economics
PwC August 2011 - Present
Financial Partners Group May 2010 - December 2010
IN-COM Data Systems May 2009 - May 2010
Prism Financial Group May 2008 - January 2009
Skills
Excel, Visio, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Analysis, SAP, Microsoft Word, Business Analysis, Business Strategy, Risk Management, Finance, Accounting, Financial Reporting, Financial Modeling
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance & Economics
Bob Hallgren's Financial Partners Group Experience June 2009 - Present
Job Livin' The DREAM!
Industry Financial Services
Experience
Dowling Catholic High School January 2002 - Present
Financial Partners Group June 2009 - Present
Principal Financial Group June 1992 - August 2001
Skills
Tutoring, Curriculum Design, Mathematics Education, Educational Technology, Lesson Planning, Classroom, Teacher Training, Educational Leadership, Public Speaking, Leadership, Algebra, Calculus, Microsoft Office, Smartboard, Coaching, Customer Service, Educational Consulting, Instructional Technology, Secondary Education, Technology Integration, PowerPoint, Microsoft Excel, Microsoft Word
Education
Kaplan University 2007 — 2008
Certificate, Financial Planning
Upper Iowa University 2000 — 2001
Certificate, Secondary Education and Teaching (Mathematics)
Ball State University 1991 — 1992
Master of Arts (M.A.), Actuarial Science
Purdue University 1986 — 1990
Bachelor of Science (B.S.), Interdisciplinary Math & Statistics
Paul Harding High School 1982 — 1986
Freshman Year through Senior Year
Saint Henry Catholic School 1978 — 1982
Fifth Grade through Eighth Grade
Saint Joseph Catholic School 1974 — 1978
First Grade through Fourth Grade
Emmaus Lutheran School 1973 — 1974
Kindergarten
Dowling Catholic High School January 2002 - Present
Financial Partners Group June 2009 - Present
Principal Financial Group June 1992 - August 2001
Skills
Tutoring, Curriculum Design, Mathematics Education, Educational Technology, Lesson Planning, Classroom, Teacher Training, Educational Leadership, Public Speaking, Leadership, Algebra, Calculus, Microsoft Office, Smartboard, Coaching, Customer Service, Educational Consulting, Instructional Technology, Secondary Education, Technology Integration, PowerPoint, Microsoft Excel, Microsoft Word
Education
Kaplan University 2007 — 2008
Certificate, Financial Planning
Upper Iowa University 2000 — 2001
Certificate, Secondary Education and Teaching (Mathematics)
Ball State University 1991 — 1992
Master of Arts (M.A.), Actuarial Science
Purdue University 1986 — 1990
Bachelor of Science (B.S.), Interdisciplinary Math & Statistics
Paul Harding High School 1982 — 1986
Freshman Year through Senior Year
Saint Henry Catholic School 1978 — 1982
Fifth Grade through Eighth Grade
Saint Joseph Catholic School 1974 — 1978
First Grade through Fourth Grade
Emmaus Lutheran School 1973 — 1974
Kindergarten
Adam Kirkpatrick's Financial Partners Group Experience 2008 - 2010
Job Advertising Sales Manager at The Elkhart Truth
Industry Marketing and Advertising
Experience
The Elkhart Truth June 2013 - Present
St. Francis Soccer Club April 2005 - Present
Financial Partners Group 2008 - 2010
Fifth Third Securities October 2005 - April 2008
Skills
Customer Service, Public Speaking, Social Media, Strategic Partnerships, Creative Problem Solving, Sales Management, Sales Process, Direct Sales, Management, Sales, Coaching
Education
Anderson University 2000 — 2004
Elementary Education
Concord High School 1996 — 2000
The Elkhart Truth June 2013 - Present
St. Francis Soccer Club April 2005 - Present
Financial Partners Group 2008 - 2010
Fifth Third Securities October 2005 - April 2008
Skills
Customer Service, Public Speaking, Social Media, Strategic Partnerships, Creative Problem Solving, Sales Management, Sales Process, Direct Sales, Management, Sales, Coaching
Education
Anderson University 2000 — 2004
Elementary Education
Concord High School 1996 — 2000
Patrick Gaughan's Financial Partners Group Experience October 2010 - Present
Job Financial Advisor of New England Securities, Financial Representative at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group October 2010 - Present
Independent Furniture Sales Representative March 2007 - September 2010
Berkline/BenchCraft, LLC March 2004 - February 2007
England Inc. July 2002 - March 2004
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
MBA
Furman University 1998 — 2002
BA, Business Administration
Financial Partners Group October 2010 - Present
Independent Furniture Sales Representative March 2007 - September 2010
Berkline/BenchCraft, LLC March 2004 - February 2007
England Inc. July 2002 - March 2004
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
MBA
Furman University 1998 — 2002
BA, Business Administration
Sam Ariganello's Financial Partners Group Experience October 2011 - May 2012
Job Sales and Management Professional
Industry Financial Services
Experience
Financial Partners Group October 2011 - May 2012
Edward Jones December 2008 - June 2011
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 7, Strategic Financial...
Education
Kettering University 1989 — 1991
Financial Partners Group October 2011 - May 2012
Edward Jones December 2008 - June 2011
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 7, Strategic Financial...
Education
Kettering University 1989 — 1991
Stacey Crawford's Financial Partners Group Experience April 2008 - June 2012
Job Human Resources Project Specialist Consultant at BrownForman
Industry Sporting Goods
Experience
Ajilon Professional Staffing Services - Brown-Forman August 2014 - Present
TG&G June 2012 - March 2014
Financial Partners Group April 2008 - June 2012
Northpoint Senior Services March 2004 - January 2008
Dan B. Santos, CLU March 1998 - March 2004
Skills
Sales Management, Account Management, Customer Service, Training, Sales, Retail, Team Building, New Business Development, P&L Management, Product Development, Marketing, Selling, Product Marketing, Negotiation, Marketing Strategy, Business Strategy, Contract Negotiation, Sales Operations, Merchandising, Strategic Planning, Management, Leadership, Human Resources, Microsoft Excel, Process Improvement
Education
Sullivan University 2005 — 2012
Bachelor of Science, Human Resources Leadership
Ajilon Professional Staffing Services - Brown-Forman August 2014 - Present
TG&G June 2012 - March 2014
Financial Partners Group April 2008 - June 2012
Northpoint Senior Services March 2004 - January 2008
Dan B. Santos, CLU March 1998 - March 2004
Skills
Sales Management, Account Management, Customer Service, Training, Sales, Retail, Team Building, New Business Development, P&L Management, Product Development, Marketing, Selling, Product Marketing, Negotiation, Marketing Strategy, Business Strategy, Contract Negotiation, Sales Operations, Merchandising, Strategic Planning, Management, Leadership, Human Resources, Microsoft Excel, Process Improvement
Education
Sullivan University 2005 — 2012
Bachelor of Science, Human Resources Leadership