Financial Planning Association

Description

The Financial Planning Association, is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. Founded: 1973 Subsidiary: The Financial Planning Association of Illinois

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Financial Planning Association Employees

Employee
Years
Job
Industry
Ana Trujillo Ana Trujillo Greater Denver Area Details
Ana Trujillo's Financial Planning Association Experience March 2014 - Present
Job Associate Editor at Financial Planning Association (FPA)
Industry Online Media
Experience
Financial Planning Association (FPA)   June 2015 - Present
Financial Planning Association   March 2014 - Present
Active Interest Media/SNEWS   June 2011 - January 2014
The Santa Fe New Mexican  April 2008 - May 2011
The Santa Fe New Mexican  December 2006 - April 2008
The Santa Fe New Mexican  June 2006 - December 2006
The Miami SunPost   January 2006 - May 2006

Skills
Ap Style, Storytelling, Social Networking, Feature Articles, Publishing, Research, AP Style, Editorial, Editing, Blogging, Publications, Interviews, Public Relations, Copy Editing, Journalism, Facebook, Social Media

Education
S.I. Newhouse School of Public Communications at Syracuse University   2015 — 2017
Master of Science, Communication/Journalism Innovation

University of Miami   2002 — 2006
Bachelor of Science, Journalism, Political Science

Terrance Kieron Martin Jr., Ph.D Terrance Kieron Martin Jr., Ph.D Mcallen, Texas Details
Terrance Kieron Martin Jr., Ph.D's Financial Planning Association Experience 2010 - 2010
Job Assistant Professor at University of TexasPan American
Industry Financial Services
Experience
The University of Texas Rio Grande Valley  August 2015 - Present
UTPA  August 2013 - Present
University of Texas-Pan American  August 2013 - August 2015
Texas Tech University  May 2011 - August 2013
Texas Tech University  January 2010 - August 2011
Financial Planning Association   2010 - 2010
Caribbean Students Organisation   2005 - 2010
University of North Texas  2009 - 2009
ABB Inc  June 2008 - August 2008
Midwestern State University  August 2007 - May 2008

Skills
Financial Analysis, Market Analysis, Financial Planning, Retirement Planning, Insurance Planning, Asset Management, Wealth Management, Regression Testing, Multivariate Analysis, Purchasing Management, Purchasing Strategy, Operations Management, Strategic Planning, Critical Thinking, SAS, Public Speaking, Strategic Financial..., Asset Managment, Purchasing, Financial Planners, Student Affairs, Investments, Research, Student Development, Higher Education, Purchase Management, Microsoft Office, Teaching, Leadership, Microsoft Excel, PowerPoint, Data Analysis, Finance, University Teaching, Economics, Statistics, Analysis, SPSS, Marketing, Accounting, Stata, Financial Advisory, Time Management, Event Management, Econometrics, Access, Qualitative Research, Personal Financial...

Education
West Texas A&M University   2013 — 2014
Finance, General

Texas Tech University   2010 — 2013
PhD, Personal Financial Planning

Midwestern State University   2007 — 2008
MBA, Business

Midwestern State University   2005 — 2007
BBA, Economics

Basseterre High School   1998 — 2001
Business/Commerce, General

Bob Bolen Bob Bolen Greater Nashville Area Details
Bob Bolen's Financial Planning Association Experience 2003 - 2010
Job President and Founder, Envision Wealth Planning, Brentwood, TN
Industry Financial Services
Experience
Envision Wealth Planning   2003 - Present
Sudden Money Institute  2010 - Present
CFA Society of Nashville   1988 - Present
Financial Planning Association Middle TN Chapter   2003 - Present
Financial Planning Association   2003 - 2010
Leadership Franklin   2004 - 2005
uMonitor, Inc   June 2000 - November 2001
J. C. Bradford & Company   July 1989 - June 2000

Skills
Asset Allocation, Investment Management, Estate Planning, Retirement Planning, Strategic Financial..., Financial Advisory, Wealth Management, Business Planning, Financial Planners, Investment Advisory, Mutual Funds, Certified Financial..., Asset Management, Wealth Management..., Insurance, Finance, Investment Strategies, Investments, Personal Financial..., Retirement, Wealth, Financial Goals, Personal Finance, 401k, IRAs, Financial Services, Portfolio Management, Securities, Small Business, Financial Planning

Education
Indiana University Bloomington   1984 — 1986
MBA, Finance and Management

Western Kentucky University   1980 — 1983
BS, Accounting

Janen Moyer-Pesso, AWMA, CDFA, LPS Janen Moyer-Pesso, AWMA, CDFA, LPS Boca Raton, Florida Details
Janen Moyer-Pesso, AWMA, CDFA, LPS's Financial Planning Association Experience 1998 - 2009
Job QDRO & Pension Consultant
Industry Financial Services
Experience
Pesso Properties, LLC   September 2005 - Present
Baron Silver Stevens Financial Advisers   2002 - December 2012
QDRO Direct, LLC   October 1998 - December 2012
Financial Planning Association   1998 - 2009
Kinder Institute of Life Planning  2007 - 2007
Lincoln Financial Advisors  February 1998 - April 2002
Lincoln Financial Group  1991 - 1998

Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Pensions, Investment Advisory, Investments, Wealth, Family Law, Series 7, Employee Benefits, Legal Writing, Fixed Annuities, Financial Planners, 401k, Valuation, Financial Advisory, Investment Strategies, Strategic Financial..., Wealth Management..., Asset Allocation, Personal Finance, Series 63, Finance, IRAs, Mutual Funds, Securities, Financial Planning

Education
Florida Atlantic University
BS, Pre-Law/Criminal Justice

Cornell University   2012 — 2012
Financial Management certification, Finance and Financial Management Services

College for Financial Planning   2011 — 2011
AWMA, Wealth Management for Accredited Investors

Institute of Certified Divorce Planners
CDP, Divorce Planning

College for Financial Planning
CFP candidate, Financial Planning

New Haven High School

Peg McDonough 413-335-2789 Peg McDonough 413-335-2789 Greater Boston Area Details
Peg McDonough 413-335-2789's Financial Planning Association Experience 2011 - Present
Job Sr. Loan Consultant at Primary Residential Mortgage, Inc. FHA Reverse & Conventional Mortgages
Industry Financial Services
Experience
Primary Residential Mortgage, Inc.   2012 - Present
Financial Planning Association   2011 - Present
Realtor Assn. - MA   2004 - Present
MetLife Home Loans  March 2011 - June 2012
Bank of America  April 2008 - March 2011
Financial Freedom Senior Funding Corp.  March 2004 - April 2008
Heritage Bank  1989 - 1991

Skills
Home, Retirement, Public Speaking, Mortgage Lending, Fundraising, Strategic Planning, Coaching, Life Insurance, Team Building, Employee Benefits, Credit, Finance, Leadership Development, Non-profits, Financial Analysis, Customer Service, Banking, Marketing, Sales, Sales Management, Marketing Strategy, Organizational..., Reverse Mortgages, Residential Mortgages, Mortgage Banking, Loan Origination, Home Equity, Residential Homes, Real Estate Transactions, REO, FHA financing, FHA, FHA Financing

Education
University of Massachusetts, Amherst   1995 — 1997
Master of Regional Planning, Urban Studies & Planning

Fordham University   1976 — 1980
Bachelor of Arts (B.A.), Urban Studies/Affairs

The Yellow House

The Yellow House

The Yellow House

Marc Freedman CFP® at Freedman Financial Marc Freedman CFP® at Freedman Financial Greater Boston Area Details
Marc Freedman CFP® at Freedman Financial's Financial Planning Association Experience 1991 - 2011
Job President/CEO Freedman Financial | Public Speaker | Author 'Retiring For The Genius' | CFP® | Radio HOST Dollars & Sense
Industry Financial Services
Experience
Freedman Financial   July 1991 - Present
MSF Productions   October 2007 - Present
North Shore 104.9 FM  January 2013 - Present
LPL Financial  July 1991 - Present
96.9FM WTKK Boston Talks   January 2012 - January 2013
FPA Press - Author   October 2007 - 2012
Financial Planning Association   1991 - 2011
Up With People  1985 - 1986

Skills
Retirement Planning, Financial Planning, Investments, Investment Advisory, Financial Advisory, Public Relations, Wealth Management, Asset Management, Retirement, Mutual Funds, Portfolio Management, Long Term Care, Securities, Asset Allocation, Wealth, Annuities, Pensions, Tax, Risk Management, Series 7, Public Speaking, Strategic Planning, Personal Finance, Insurance Planning, 401k, Investment Strategies, Retirement Income..., IRA's, Radio Host, Radio Broadcasting, Financial Planners, Strategic Financial...

Education
Babson College   1987 — 1989
Bachelors of Science in Management, Marketing

University of Massachusetts, Amherst   1984 — 1987
Journalism, Marketing

Up with People   1985 — 1986
Music, Communications and International relations

Peabody High School   1981 — 1984

Glitter Tucker Glitter Tucker Acworth, Georgia Details
Glitter Tucker's Financial Planning Association Experience February 1996 - Present
Job Financial Broker at Financial Planning Association
Industry Financial Services
Experience
Financial Planning Association   February 1996 - Present

Skills
Trading, Banking, Finance, Investments, Retirement Planning, Retirement, Asset Managment, Loans, Investment Advisory, IRAs, Financial Advisory, Estate Planning, Wealth Management, Fixed Annuities, Financial Planners, Asset Management, Funding, Mutual Funds, Business Planning

Education
Cheonggang Academy   1980 — 1981
Master of Philosophy (MPhil)

University of North Carolina at Chapel Hill   1970 — 1973
Bachelor of Business Administration (BBA)

Debbie Grose, CFP® Debbie Grose, CFP® Sacramento, California Area Details
Debbie Grose, CFP®'s Financial Planning Association Experience October 2012 - October 2012
Job Through and through, to my core, a real financial planner
Industry Financial Services
Experience
UC Davis Extension  March 2014 - Present
Lighthouse Financial Planning, LLC   October 2007 - Present
Junior Achievement of Sacramento  2014 - 2014
Financial Planning Association - Presidents Council of Northern California   January 2013 - December 2013
Financial Planning Association (FPA)   October 2013 - October 2013
FPA of Northern California/Sacramento Chapter   December 2011 - December 2012
Financial Planning Association   October 2012 - October 2012
Financial Planning Association   October 2011 - October 2011
Financial Planning Association   2010 - 2011
Financial Planning Association of Northern California   July 2009 - June 2010

Skills
Designs in wealth..., College education..., wealth managment, Strategic Financial..., Investments, Retirement, Financial Advisory, Wealth Accumulation, Investment Management, Retirement Planning, Wealth Management, Estate Planning, Financial Planners, Personal Finance, Risk Management

Education
University of California, Davis   2005 — 2007
Certificate, Personal Financial Planning

University of Southern California   1997 — 1999
Certificate, Leadership

California State University-Sacramento   1989 — 1994
Bachelor of Science, Accounting

Aimee Hatlestad, CFP Aimee Hatlestad, CFP Greater Minneapolis-St. Paul Area Details
Aimee Hatlestad, CFP's Financial Planning Association Experience September 2001 - December 2003
Job Wealth Partner at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
BGM TruNorth Wealth Partners   October 2013 - Present
Women's Foundation of Minnesota  January 2014 - Present
United Way Women's Leadership Council   January 2010 - December 2014
TruNorth   May 2012 - October 2013
Citizens League  December 2011 - December 2012
JRA Financial Advisors  October 2001 - May 2012
Financial Network Investment Corporation, Member SIPC  1999 - May 2012
One Percent Club   2009 - 2010
Word of Peace Lutheran Church   November 2006 - January 2009
Financial Planning Association   September 2001 - December 2003

Skills
Wealth, Finance, IRAs, Mutual Funds, Financial Planners, Event Management, Investments, Fixed Annuities, Series 63, Investment Strategies, Securities, 401k

Education
Metropolitan State University   2003 — 2012
History

The American College   2003 — 2004
CFP, Financial Planning

Nicholas Nicolette Nicholas Nicolette Greater New York City Area Details
Nicholas Nicolette's Financial Planning Association Experience 1982 - Present
Job Principal at Sterling Financial Group
Industry Investment Management
Experience
Sterling Financial Group  April 1992 - Present
Financial Planning Association   1982 - Present
Money Quotient   2010 - Present
FPA  1982 - Present
Financial Planning Association (FPA)   1982 - Present

Skills
Portfolio Management, Insurance, Fixed Annuities, Financial Services, Mutual Funds, Investment Advisory, Estate Planning, Financial Advisory, Financial Planners, Retirement, Wealth, Asset Allocation, Asset Management, IRAs, Investments, Series 7, Investment Strategies, Wealth Management..., Investment Management, Wealth Management, 401k, Retirement Planning, Strategic Financial...

Education
Davidson College   1977 — 1981

Christine Benadum, CMP Christine Benadum, CMP Columbus, Ohio Details
Christine Benadum, CMP's Financial Planning Association Experience 2004 - 2009
Job Manager of Special Events at Fisher College of Business at The Ohio State University
Industry Events Services
Experience
The Fisher College of Business at The Ohio State University   July 2013 - Present
The Fisher College of Business at The Ohio State University   2012 - July 2013
Sarnova  2009 - 2012
Benadum Meeting & Event Services   2004 - 2009
Financial Planning Association   2004 - 2009
Ohio Chapter, American College of Emergency Physicians   2003 - 2004
ADT Security Services  1991 - 2003
BISYS Fund Services  1988 - 1991
The Columbus Foundation  1986 - 1988

Skills
Event Planning, Budget Process, Association Management, Meeting Management, Event Management, Conference Management, Membership Management, Office Management, Special Events, Vendor Relations, Sponsorship Development, Program Development, Website Management, General Business..., Executive Support, Continuing Education, Microsoft Office, Management, Sponsorship, Program Management, Meeting Planning, Sales, Marketing, Team Building, Strategy, Leadership, Strategic Planning

Education
The Ohio State University
Bachelor of Arts (BA)

Jaleen Edwards Jaleen Edwards Greater Denver Area Details
Jaleen Edwards's Financial Planning Association Experience November 2011 - November 2012
Job
Industry Nonprofit Organization Management
Experience
fi360  January 2013 - December 2013
Financial Planning Association   November 2011 - November 2012
The Financial Planning Association   April 2007 - November 2011
Fiserv Corporation (Fiserv ISS)   October 1997 - April 2007

Skills
Marketing Strategy, Marketing, Salesforce.com, New Business Development, Sales Management, Sales, Strategic Financial..., Leadership, Strategic Planning, Business Development, Management, Market Research, Business Strategy, Sales Process, Business Planning, Marketing Management, Training, Entrepreneurship, Business Analysis, Product Marketing, Sales Operations, Marketing Communications, Lead Generation, Product Management, CRM, Strategic Partnerships, Financial Planning

Education
Regis University   2006 — 2008
MBA, Marketing

Metropolitan State College of Denver   1979 — 1983
Bachelor of Science, Finance

Kristine Mazzullo Kristine Mazzullo Greater Denver Area Details
Kristine Mazzullo's Financial Planning Association Experience April 2013 - Present
Job Director of Membership, Financial Planning Association
Industry Marketing and Advertising
Experience
Financial Planning Association   April 2013 - Present
Xcel Energy  August 2011 - March 2013
Pioneers, A Volunteer Network   January 2006 - July 2011
Marketing General, Inc.   July 2004 - December 2006
American Humane Association  July 2000 - July 2004

Skills
Email Marketing, Non-profits, Fundraising, Direct Marketing, Direct Mail, Event Management, Integrated Marketing, Marketing Communications, Event Planning, Social Media, Public Relations, Marketing Strategy, Membership

Education
Montclair State University
Bachelor of Arts, Communication Studies

Tom McDonald Tom McDonald Washington D.C. Metro Area Details
Tom McDonald's Financial Planning Association Experience January 2010 - February 2011
Job Regional Account Executive at VMware
Industry Information Technology and Services
Experience
VMware  January 2015 - Present
Clearpath Solutions Group  August 2013 - December 2014
Clearpath Solutions Group  July 2012 - August 2013
DLT Solutions  November 2010 - August 2012
Financial Planning Association   January 2010 - February 2011
Workbridge Associates  July 2010 - October 2010
Hoxton Financial, Inc.   May 2009 - August 2009

Skills
CRM, Lead Generation, Teamwork, Sales, Sales Operations, Cold Calling, Networking, Relationship, Account Management, Building Customer..., Inter-personal, EMC Velocity Sales..., VMware Certified..., Cisco Sales Expert v6.0, Virtualization, Veeam, Professional Services, Cloud Computing, Backup, Data Center, Sales Process, Storage, Managed Services, Disaster Recovery, SaaS, Hybrid Cloud, Enterprise Data, Cloud Computing IaaS, High Performance Storage, Cisco Networking Devices, Management, Salesforce.com, Solution Selling, Enterprise Software, VMware Certified..., Leadership, VMware, Information Technology, Direct Sales, Microsoft Office, Marketing, Customer Service, Business Development, New Business Development, Channel Partners, Strategic Partnerships, Security, Program Management, Strategy, Strategic Planning

Education
Shepherd University   2008 — 2010
Business Administration; Concentration in Finance, Bachelor of Science

Blue Ridge Community College   2006 — 2008
A.S., Transfer studies

Westfield High School

Albert B Hanner Albert B Hanner Greater Denver Area Details
Albert B Hanner's Financial Planning Association Experience September 2005 - Present
Job Art Director for the Journal of Financial Planning
Industry Graphic Design
Experience
Financial Planning Association   September 2005 - Present
Rosen Publishing  August 2003 - February 2005
Benchmark Education Company  July 2001 - August 2003

Skills
Adobe Creative Suite, Magazine Production, Book Production, Graphic Design, Illustration, Typography, Layout, QuarkXPress, Video Production, Oil Painting, Watercolor, Drawing, Creative Writing, Magazines, Books, Art Direction, Fine Art, Project Management, Publications Production, Illustrator, Art, Graphics, Storyboarding, Logo Design, Creative Direction, Corporate Branding, InDesign

Education
Central Michigan University   1996 — 2001
BAA, Graphic Design, Painting & Drawing

Derek Burcham Derek Burcham Louisville, Kentucky Details
Derek Burcham's Financial Planning Association Experience November 2012 - Present
Job Owner/Founder of Cornerstone Wealth Advisors
Industry Investment Management
Experience
Cornerstone Wealth Advisors   December 2011 - Present
Kentucky Opera  October 2014 - Present
Financial Planning Association   November 2012 - Present
Fund for the Arts  September 2013 - Present

Skills
Investments, Investment Management, Personal Finance, Holistic Financial..., Financial Advisory, Business Planning, Wealth, Finance, Strategic Financial..., Strategic Planning, Estate Planning, Retirement Planning, Asset Allocation, Financial Planning

Education
University of Georgia - Terry College of Business   2015 — 2016
CFP, Finance, General

Centre College
Economics

University of Louisville School of Business
Economics and International Business

Catherine Kelsey Catherine Kelsey Provo, Utah Area Details
Catherine Kelsey's Financial Planning Association Experience May 2011 - November 2013
Job Hecm Loan Specialist at RMF
Industry Financial Services
Experience
Reverse Mortgage Funding LLC  July 2014 - Present
Financial Planning Association   May 2011 - November 2013
One Reverse Mortgage - A Quicken Loans Company   January 2013 - July 2013
Security One Lending  June 2012 - January 2013
MetLife Home Loans  November 2010 - June 2012
Wells Fargo Home Mortgage  December 2007 - November 2010
Real Estate Nevada   June 2001 - July 2003

Skills
Reverse Mortgages, Loans, Retirement, Mortgage Lending, Cash Flow, FHA, Real Estate, Finance, Investment Properties, Retirement Planning, First Time Home Buyers, Management, Risk Management, FHA financing, Sales, Government Loans, Credit, USDA, Financial Analysis, Selling, Small Business, Strategy, Insurance, Investments, Loan Origination, Portfolio Management, Mortgage Banking, Residential Homes, Refinance, Residential Mortgages, Condos, HUD, Funding, Real Estate Transactions, Sellers, VA loans, Financial Advisory, Property, Relocation, Certified Mortgage..., Underwriting, Real Estate Financing, Banking, Mutual Funds, Referrals, Seniors, Strategic Financial..., Estate Planning, Employee Benefits, Financial Services

Education
NMLS 543264   2010 — 2014
Principal Lending Manager, Financial Planning and Services

Utah Valley University   2007 — 2008

College of Southern Nevada   1993 — 1995
General Studies

Cañada College   1981 — 1983
General Studies

Foothill College   1980 — 1982
General Studies

Monterey Peninsula College   1979 — 1980
General Studies, Freshman

Kenneth Klabunde Kenneth Klabunde Indianapolis, Indiana Area Details
Kenneth Klabunde's Financial Planning Association Experience January 2002 - Present
Job
Industry Financial Services
Experience
Precedent Asset Management   November 2013 - Present
XY Planning Network   April 2014 - Present
Financial Planning Association   January 2002 - Present
Financial Planning and Investment Advisory Firm   September 2001 - November 2013
Financial Services Firm  January 1997 - September 2001

Skills
Personal Financial..., Investment Management, Personal Finance, Estate Planning, Goal Setting, Retirement Planning, Employee Benefits, Special Needs, Elder Care, Institutional Consulting, Investments, Portfolio Management, Mutual Funds, 401k, Wealth Management, Retirement, Strategic Financial..., Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Finance, Pensions, Asset Management, Retirement Plan..., Wealth Management...

Education
College for Financial Planning   2004 — 2005
Master of Science, Personal Financial Planning

Taylor University   1993 — 1997
Bachelor of Science, Business Systems & Finance

Ben Baldwin III Ben Baldwin III Arlington Heights, Illinois Details
Ben Baldwin III's Financial Planning Association Experience 1992 - Present
Job President at Responsive Financial Group, Inc.
Industry Investment Management
Experience
Responsive Financial Group, Inc.   April 2003 - Present
TIAA-CREF Life Insurance Co   2006 - Present
FPA IL   1992 - Present
Financial Planning Association   1992 - Present
Society of Financial Service Professionals  1989 - Present
Junxure  2003 - 2014
Barrington Motors RV   2004 - 2011
NAIFA  1989 - 2010
Responsive Financial Group, Inc.   2003 - 2009
CCH - Financial & Estate Planning Advisory Board   2000 - 2009

Skills
Investments, Retirement, Insurance, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Wealth, Retirement Planning, IRA's, Annuities, IRAs, Pensions, Small Business, Fixed Annuities, Strategic Financial..., Investment Management, Investment Strategies, Estate Planning, Financial Planners, Mutual Funds, Investment Advisory, Asset Managment, 401k, Asset Allocation, Financial Advisory, Personal Finance, Wealth Management..., High Net Worth..., Series 7

Education
The American College   1992 — 2003
Chartered Financial Consultant Designation, Financial Planning and Services

College for Financial Planning   1989 — 1992
CFP®, Financial Planning

Hobart and William Smith Colleges   1978 — 1982
BA, American Studies & History

John Hersey High School   1974 — 1978

Kathie Day Kathie Day Miami/Fort Lauderdale Area Details
Kathie Day's Financial Planning Association Experience 2005 - 2007
Job CEO at The Enrichment Group
Industry Financial Services
Experience
CFP Board  May 1988 - Present
The Enrichment Group  January 1987 - Present
FPA  2005 - 2007
Financial Planning Association   2005 - 2007
Strategic Coach  January 1998 - January 2004
CFA Institute  June 1988 - May 1991

Skills
Financial Planning, Financial Transition..., Financial Planning for..., Investment Management, Estate Planning

Education
Florida International University - College of Business Administration   1980 — 1981
MBA, Business

University of Florida   1966 — 1969
Bachelor of Science (B.S.), Medical Technology

Cameron Macleod, AIF® Cameron Macleod, AIF® Denver, Colorado Details
Cameron Macleod, AIF®'s Financial Planning Association Experience March 2012 - December 2012
Job 401(k) and Pension Plan Design Consultant / Investment Advisor Liason
Industry Financial Services
Experience
Nyhart  January 2014 - Present
Margaux Inc   May 2010 - August 2013
Financial Planning Association   March 2012 - December 2012
TD Ameritrade Institutional  January 2008 - April 2010
Fiserv Investment Support Services  December 2006 - March 2008
Fiserv Trust Company  2004 - 2007
Fiserv Investment Support Services  January 2002 - December 2006
First Trust Corporation  March 2001 - December 2002
First Trust Corporation  September 1999 - February 2001

Skills
Strategic Consulting, New Business Development, Retirement Plans, 401k, Wealth Management, Financial Services, Asset Managment, Asset Allocation, Strategic Financial..., Relationship Management, Retirement Planning, Employee Benefits, Strategic Planning, Financial Advisory, Defined Benefit, Management, Business Development, CRM, Pensions, Leadership, Entrepreneurship, Securities, Strategic Partnerships, Small Business, Asset Management, Process Improvement, Finance, Mutual Funds, Financial Planning

Education
Bucknell University   1989 — 1992
Economics, Developmental Global Economics

Krisia Cuellar Krisia Cuellar West Palm Beach, Florida Area Details
Krisia Cuellar's Financial Planning Association Experience 2007 - 2010
Job Manufacturer Representative at Food Service Consultants
Industry Management Consulting
Experience
Food Service Consultants   September 2013 - Present
R.W. Smith & Co.   June 2012 - August 2013
R.W. Smith & Co.   October 2011 - June 2012
Gallo Wine Company  November 2010 - June 2012
EMPOWER San Diego  January 2011 - May 2011
Financial Planning Association   2007 - 2010
Hotel Alicante   June 2006 - August 2006

Skills
Sales, Advertising, Customer Relations, Microsoft Excel, Spanish, English, New Restaurant Openings, Consulting, Microsoft Office, Marketing, Customer Satisfaction, Customer Service, Sales Operations, Business Development

Education
San Diego State University-California State University   2007 — 2011
Bachelor's degree, Business Administration and Management, General

Lynn Bartlett, CFP(R) Lynn Bartlett, CFP(R) Miami/Fort Lauderdale Area Details
Lynn Bartlett, CFP(R)'s Financial Planning Association Experience January 2004 - Present
Job CERTIFIED FINANCIAL PLANNER (TM)
Industry Financial Services
Experience
Bartlett Financial Services   January 2006 - Present
Financial Planning Association   January 2004 - Present

Skills
Retirement Planning, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, Investments, Long-term Care, Employee Benefits, 401k, Health Insurance, Strategic Financial..., Executive Pay, Disability Insurance, Wealth, Whole Life, Term Life Insurance

Education
College of Financial Planning   2005 — 2006
Certified Financial PlannerTM, Financial Planning

Nova Southeastern University
Bachelor of Science (B.S.), Bus Admin/Finance, 3.7

Patrick Olson Patrick Olson Greater Minneapolis-St. Paul Area Details
Patrick Olson's Financial Planning Association Experience 2011 - 2014
Job Associate/Advisor (to Founding Partner Gaylen J. Harms at Fortune Financial)
Industry Financial Services
Experience
Fortune Financial  2013 - Present
Financial Planning Association   2011 - 2014
Mid American Financial Group  2008 - 2013
Thrivent Financial for Lutherans  2006 - 2008
The Hartford  2004 - 2006
Syngenta  2001 - 2002
Banner Engineering  1999 - 2000

Skills
Strategic Fee Based..., Estate Planning, Business Planning, Investment Management, Tailored Asset..., Needs Analysis, Retirement Savings, Education Savings, Insurance Needs

Education
University of Saint Thomas   2012 — 2013
CFP Certificate / Past Exam July 2013, Finance and Financial Management Services

Minnesota State University, Mankato   1999 — 2004
Economics, Finance / Marketing; Computer Science, Dean's List

Mounds View   1994 — 1998
General Studies, General Studies

Dianne Webster, CFP®, AIF®, CLTC Dianne Webster, CFP®, AIF®, CLTC Greater Boston Area Details
Dianne Webster, CFP®, AIF®, CLTC's Financial Planning Association Experience 2003 - 2009
Job An experienced CFP® professional providing steady, realistic financial guidance and life planning for retirement
Industry Financial Services
Experience
Insight Financial Horizons   January 2000 - Present
Insight Financial Horizons   June 2010 - Present
Insight Financial Horizons   June 2004 - Present
Financial Planning Association   2003 - 2009
Salomon Smith Barney  October 1996 - October 1999
Arkwright Mutual Insurance Company  March 1979 - October 1996

Skills
Retirement, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Estate Planning, Wealth, Strategic Financial..., Personal Finance, Asset Allocation, Investments, Mutual Funds, 401k, Financial Planners, Fixed Annuities, Long-term Care, IRAs, Personal Financial..., Investment Strategies, Securities

Education
Boston University Questrom School of Business   1984 — 1989
M.B.A.

Northeastern University   1982 — 1984
B.S.

Rick Fingerman, CFP®, CDFA™ Rick Fingerman, CFP®, CDFA™ Newton Center, Massachusetts Details
Rick Fingerman, CFP®, CDFA™'s Financial Planning Association Experience January 2007 - Present
Job ♛ Managing Partner at Financial Planning Solutions, LLC ✔ Women in Transition ✔ Divorce ✔ Widowhood
Industry Financial Services
Experience
Financial Planning Solutions, LLC   September 2013 - Present
Financial Planning Association   January 2007 - Present
Financial Planning Solutions, Inc.   September 1989 - August 2013
Financial Planning Association of MA   September 2001 - November 2005
Financial Planning Association   January 2002 - January 2004

Skills
2013 recipient of the..., Leadership, Management, Wealth Management, Project Planning, Asset Allocation, Mutual Funds, Financial Planning, Investments, Financial Advisory, Investment Advisory, Retirement Planning, Wealth

Education
Boston University
Financial Planning

Northeastern University
Criminal Justice

Reed C. Fraasa Reed C. Fraasa Greater New York City Area Details
Reed C. Fraasa's Financial Planning Association Experience January 2009 - December 2009
Job Founder and Financial Planner at HIGHLAND Financial Advisors, LLC
Industry Financial Services
Experience
HIGHLAND Financial Advisors, LLC   1995 - Present
Financial Planning Association   January 2009 - December 2009
Financial Planning Association of New Jersey   January 2006 - December 2006
Financial Planning Association of New Jersey   January 2005 - December 2005

Skills
Retirement Planning, Investments, Retirement, Investment Management, Securities, Personal Finance, Certified Financial..., Business Owner Exit..., Vision and Goal Planning, Financial Planning, Financial Life Planning, Public Speaking

Education
College for Financial Planning   1990 — 1992

Thomas Howard, CFP® Thomas Howard, CFP® Greater Chicago Area Details
Thomas Howard, CFP®'s Financial Planning Association Experience 2008 - 2009
Job Wealth Advisor and Financial Planning Coordinator at David A Noyes & Co. and the Smithberg Group
Industry Financial Services
Experience
David A Noyes & Co. and the Smithberg Group   October 2013 - Present
David A. Noyes & Co.   January 2012 - Present
BMO Harris Financial Advisors  December 2004 - January 2012
Financial Planning Association of Illinois   January 2010 - 2011
Financial Planning Association of Illinois   2009 - 2010
Financial Planning Association   2008 - 2009
Merrill Lynch, Citigroup, State Financial Bank   April 1997 - December 2004
United Methodist Church  May 1975 - June 1997

Skills
Investments, Insurance, Retirement, Retirement Planning, Estate Planning, Securities, Wealth Management, Risk Management, IRA's, Retirement Income..., Investment Advisory, Asset Allocation, Personal Finance, Asset Management, Long Term Care, Series 7, Mutual Funds, Annuities, Financial Advisory, Financial Advice, Cash Flow Management, Charitable Giving, Life Planning, 401k Rollovers, Asset Protection, Long-term Care, Bonds, Financial Planning, Strategic Financial..., IRAs, Portfolio Management, Financial Analysis, Asset Managment, Fixed Annuities, Investment Management, Financial Planners, Financial Services, Finance, Certified Financial..., Investment Strategies, Wealth Management...

Education
Garrett-Evangelical Theological Seminary   1972 — 1975
M.Div, Theology

Illinois State University   1968 — 1972
B.S., Sociology, Psychology, Literature

Grant Shoemaker Grant Shoemaker Greater Denver Area Details
Grant Shoemaker's Financial Planning Association Experience August 2009 - November 2012
Job Senior Software Development Manager at SNL Financial
Industry Computer Software
Experience
SNL Financial  February 2015 - Present
SNL Financial  October 2013 - February 2015
SNL Financial  November 2012 - October 2013
Financial Planning Association   August 2009 - November 2012
Robert Half Technology  December 2008 - August 2009
Infinity Incremented, LLC   December 2003 - December 2008
3t Systems  January 2001 - December 2003

Skills
C#, .NET, SQL Server, XML, JavaScript, Web Services, ASP.NET, HTML, SQL, T-SQL, Software Development, Visual Studio, AJAX, IIS, Requirements Analysis, Database Development, CSS, Team Leadership, Systems Analysis, WCF, Architecture, VB.NET, Server Architecture, Integration, HTML 5, CSS3, jQuery, Eclipse, Front-end, Android Development, Android SDK, Mobile Web Development, Mobile Web Design, Mobile Device..., REST, RESTful architecture, RESTful WebServices, Microsoft SQL Server, F#, CoffeeScript, Ext JS, Microsoft Web API, Scrum, TFS, Databases, SOA, Agile Application..., Agile Methodologies, LINQ, ASP.NET MVC

Education
Colorado State University   1992 — 2000
Not Complete, Computer Science

Germantown Academy   1991 — 1992
High School

Colorado Springs Christian School   1989 — 1991
High School

Frank Paré, CFP® Frank Paré, CFP® Oakland, California Details
Frank Paré, CFP®'s Financial Planning Association Experience January 2014 - Present
Job Member of the Board at Financial Planning Association
Industry Financial Services
Experience
PF Wealth Management Group, LLC   April 2006 - Present
Financial Planning Association   January 2014 - Present
UC Berkeley  August 2011 - Present
Loring Ward  January 2001 - January 2006
Charles Schwab & Co, Inc.   September 1990 - October 1996

Education
Golden Gate University   1998 — 2000
MBA, Management

San Francisco State University
B.A., International Relations

University of California, Berkeley
Financial Planning

James Gruning James Gruning Greater Minneapolis-St. Paul Area Details
James Gruning's Financial Planning Association Experience November 2004 - Present
Job Financial Planning Advisor; solving problems and creating financial peaceofmind.
Industry Financial Services
Experience
Cambridge Investment Research  January 2010 - Present
Financial Planning Association   November 2004 - Present
Gruning Financial LLC   March 2004 - Present
Greater Wayzata Area Chamber of Commerce  1983 - Present
Tom James / Gruning Custom Apparel   1982 - 1995
Gruning's Inc.   September 1975 - June 1982

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Investments, Estate Planning, Financial Advisory, 401k, Investment Advisory, Retirement, Investment Management, Fixed Annuities, Financial Planners, Investment Strategies, Personal Finance, Mutual Funds, Securities, Long-term Care, Financial Goals, Pensions, IRAs, Wealth, Asset Management, Series 63, Alternative Investments, Portfolio Management, Asset Allocation, FINRA, Finance, Life Insurance, Employee Benefits, Financial Planning, Financial Services

Education
Texas Christian University - M.J. Neeley School of Business   1972 — 1973
MBA, Finance & Marketing

Texas Christian University   1966 — 1968
BA, Political Science with Business Administration minor

Louis Barajas, MBA, CFP®, EA Louis Barajas, MBA, CFP®, EA Greater Los Angeles Area Details
Louis Barajas, MBA, CFP®, EA's Financial Planning Association Experience January 2008 - November 2010
Job Wealth & Business Manager for Entertainers & Entrepreneurs. Creating Financial Dignity is My Other Great Occupassion®
Industry Financial Services
Experience
Louis Barajas, LLC - Wealth Management LAB™   January 1991 - Present
Business Management LAB™   January 2002 - Present
Louis Barajas, Inc. - Financial Literacy LAB™   January 2002 - Present
Financial Planning Association   January 2008 - November 2010
Financial Planning Association   January 2004 - December 2006
La Opinion  January 1997 - December 2001

Skills
Public Speaking, Small Business, Business Management, Entrepreneurship, Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Wealth, Wealth Management, Personal Finance, Published Author, Financial Planning, Tax Advisory, Consulting, Financial Analysis, Organizational...

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   1985 — 1987
MBA, Business Administration

University of California, Los Angeles   1979 — 1984
Bachelor of Arts, Sociology

College for Financial Planning   1988 — 1990

Schurr High School   1975 — 1979

Tommy Hummel Tommy Hummel Greater Denver Area Details
Tommy Hummel's Financial Planning Association Experience June 2011 - December 2012
Job Consulting Marketing Analyst
Industry Marketing and Advertising
Experience
Responsys  April 2014 - Present
Summit Professional Networks  December 2012 - April 2014
Financial Planning Association   June 2011 - December 2012
Cherished Solutions   January 2007 - February 2012
Colorado Secretary of State  November 2010 - April 2011
Merkle  November 2009 - October 2010
Colorproductive   November 2004 - December 2007

Skills
Email Marketing, Copywriting, Marketing, Google Analytics, Analytic Reporting, Copy Editing, Project Management, Proofreading, Microsoft Office, Marketing Strategy, Dreamweaver, Web Content, Excel Dashboards, Public Relations, HTML, Direct Mail Campaigns, Editing, CRM, Creative Direction, Direct Marketing, Photoshop Elements, iMIS, ESM, Product Marketing, Traffic Management, Strategic Thinking, Crystal Reports, Association Memberships, Trade Show Exhibitor

Education
Metropolitan State University of Denver   2002 — 2008
BA, English, 4.0

Janet Stanzak Janet Stanzak Greater Minneapolis-St. Paul Area Details
Janet Stanzak's Financial Planning Association Experience January 2015 - Present
Job 2014 President at Financial Planning Association
Industry Financial Services
Experience
Financial Planning Association   January 2015 - Present
Financial Empowerment LLC   June 2004 - Present
SilverOak Wealth Management   May 1999 - June 2004
Boeckermann Grafstrom & Mayer Wealth Management LLC   1997 - 1999

Skills
Portfolio Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Financial Advisory, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Financial Planners, Transition Planning, Retirement

Education
College for Financial Planning   1994 — 1998
Masters of Science, Financial Planning

University of Wisconsin-Eau Claire   1977 — 1981
Bachelor of Business Administration (BBA), Comprehensive Accounting

Lynn Brackpool Giles Lynn Brackpool Giles Greater Denver Area Details
Lynn Brackpool Giles's Financial Planning Association Experience May 2009 - September 2013
Job Communications Consultant at Selfemployed
Industry Public Relations and Communications
Experience
Self-employed  September 2014 - Present
Financial Planning Association   May 2009 - September 2013
GBSM  August 2008 - May 2009
Owen Media  August 2007 - August 2008
Self-employed  April 2000 - August 2007
Copacino Advertising   1999 - 2000
Experience Music Project  October 1997 - July 1999
Space Needle  February 1994 - October 1997
Walt Disney Television  1991 - 1993
Walt Disney Company  1989 - 1991

Skills
Public Relations, Strategic Communications, Advertising, Media Relations, Marketing, Crisis Communications, Press Releases, Creative Direction, Editing, Event Management, Internal Communications, Marketing Management, Nonprofits, Sales, Strategy

Education
Pepperdine University   1986 — 1989
Bachelor's Degree, Advertising and Communications, Graduated with honors.

Jeffrey Tomaneng Jeffrey Tomaneng Greater Boston Area Details
Jeffrey Tomaneng's Financial Planning Association Experience September 2011 - October 2012
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Lincoln Investment  January 2009 - Present
Financial Planning Association (FPA)   September 2014 - Present
Financial Planning Association (FPA) of Massachusetts   January 2011 - December 2013
Financial Planning Association   September 2011 - October 2012
Financial Planning Association   July 2007 - October 2010
U.S. Wealth Management   June 2007 - December 2008
NAIFA-Greater Massachusetts   July 2006 - June 2008
Baystate Financial Services  February 2002 - June 2007
Bryant University Executive Development Center   April 2006 - July 2006
Citizens Bank  January 2001 - February 2002

Skills
Retirement Planning, Financial Planning, Mutual Funds, Long Term Care, Insurance Planning, Investment Strategies, Investments, Strategic Financial..., Financial Planners

Education
College for Financial Planning   2006 — 2012
CMFC®, AAMS®, Investment Planning

The American College   2004 — 2005
ChFC, CLU, CASL, Financial Planning, Insurance Planning, Retirement Coaching

New York University   2003 — 2003
Certificate, Financial Planning

Kaplan University   2001 — 2003
Certificate, Financial Planning

Washington University in St. Louis - Olin Business School   1989 — 1992
Bachelor of Science in Business Administration (BSBA), Marketing and Finance

Washington University in St. Louis   1988 — 1992
Bachelor of Science in Business Administration (BSBA), Psychology minor

McLeansboro High School   1984 — 1988
Diploma

Emily Guadagnoli Emily Guadagnoli Boston, Massachusetts Details
Emily Guadagnoli's Financial Planning Association Experience October 2009 - October 2010
Job Vice President, Communications at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company  July 2015 - Present
Harvard Management Company  January 2014 - June 2015
Pioneer Investments  September 2012 - December 2013
Commonwealth Financial Network  September 2003 - August 2012
Prana Power Yoga  August 2009 - July 2012
Financial Planning Association   October 2009 - October 2010

Skills
Public Relations, Media Relations, Strategic Planning, Social Media, Public Speaking, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing, Corporate Communications, Online Advertising, Advertising, Crisis Communications, Internal Communications, Press Releases

Education
Harvard University   2009 — 2013
Extension School, Master of Liberal Arts, Concentration: Management, Summa Cum Laude

Boston University   1999 — 2003
Bachelor of Science Degree in Communication, Major: Public Relations; Concentration: Psychology, Magna Cum Laude

Christopher Ray Culbreath Christopher Ray Culbreath Greater Denver Area Details
Christopher Ray Culbreath's Financial Planning Association Experience September 2007 - January 2009
Job Digital Solutions Manager
Industry Marketing and Advertising
Experience
CDK Global (Formerly Cobalt Digital Marketing)   May 2014 - Present
ReachLocal  November 2013 - May 2014
The Denver Post  February 2010 - November 2013
Financial Planning Association   September 2007 - January 2009
Pure Mountain Outlet/Intrawest   October 2005 - June 2007
Qwest Communications  April 2003 - March 2005

Skills
Customer Acquisition, Creative Direction, Google Adwords, Email Marketing, Online Advertising, Advertising, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Sales, New Business Development, Digital Marketing, Sales Management, Digital Media, Social Networking, Google Adwords Certified, Account Management, Direct Marketing, SEM, SEO, Marketing Communications, Lead Generation, Mobile Marketing, Public Relations, Online Marketing, Advertising Sales, Strategic Planning, Customer Retention, Media Planning, Digital Strategy, Management, Salesforce.com, Direct Sales, Search Advertising, Display Advertising, Team Leadership, Integrated Marketing, Direct Mail, Market Planning, B2B, Media Buying, Sales Presentations, PPC, Cold Calling, Mobile Advertising, Google Analytics, Interactive Marketing, Trade Shows, Mobile Devices

Education
Metropolitan State College of Denver   1995 — 2001
Bachelor's of Science, Marketing

Kathleen Murray, CFP® Kathleen Murray, CFP® Phoenix, Arizona Area Details
Kathleen Murray, CFP®'s Financial Planning Association Experience 2010 - Present
Job ★Wealth Manager at Dynamic Wealth Advisors LLC
Industry Financial Services
Experience
Dynamic Wealth Advisors  September 2010 - Present
Financial Planning Association of Greater Phoenix Board of Directors   January 2010 - Present
Financial Planning Association   2010 - Present
Tribeca Advisors, LLC   December 2008 - September 2010
Synergy Investment Group LLC   May 2006 - November 2008
USAirways International Division   1990 - 2004
Self-employed  1990 - 2000
H&R Block  1990 - 1992
Better Homes Realty  1977 - 1988

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Retirement, Financial Advisory, Financial Planners, Asset Managment, Investment Advisory, Investment Management, Investments, Wealth, Wealth Management..., Small Business, Finance, Employee Benefits, Asset Allocation, Disability Insurance, Long Term Care Insurance, Asset Management, Tax, Management, Personal Finance, Investment Strategies, Personal Financial..., IRAs, Fixed Annuities, Financial Planning

Education
College for Financial Planning   2003 — 2005
MS, Personal Financial Planning

Saint Leo University   2000 — 2003
BA, Business Administration

Tim Shonsey Tim Shonsey Greater Denver Area Details
Tim Shonsey's Financial Planning Association Experience January 2007 - August 2010
Job Marketing Manager Saint Joseph Hospital at SCL Health
Industry Marketing and Advertising
Experience
SCL Health  June 2014 - Present
Centura Health - Porter Adventist Hospital  August 2012 - May 2014
Oncure Medical Corp  August 2010 - August 2012
Financial Planning Association   January 2007 - August 2010
Katz Media Group  December 2005 - January 2007

Skills
Marketing Strategy, Social Media Marketing, Marketing Communications, Social Media, Email Marketing, Direct Marketing, Strategic Planning, Marketing, Market Research, Copywriting, Public Relations, Market Planning, Event Planning, Social Networking, Media Relations, Press Releases, Digital Marketing, New Business Development, Facebook, Online Advertising, Advertising, Brand Development, Integrated Marketing, Online Marketing, Event Management, Newsletters, Management, Internal Communications, Strategic Communications, Corporate Communications, SEO, Trade Shows, Sales, Lead Generation, Web Content, Publicity, Blogging, Crisis Communications

Education
Regis University   2008 — 2011
MBA, Marketing

Colorado State University   2001 — 2005
BA, Technical Journalism

Linda Clayton CFP® MBA Linda Clayton CFP® MBA Greater Los Angeles Area Details
Linda Clayton CFP® MBA's Financial Planning Association Experience 2012 - 2013
Job Financial Planner at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC  January 2011 - Present
Cetera Advisor Networks LLC  January 2011 - Present
Financial Planning Association   2012 - 2013
Continental Airlines  1979 - 2005
Continental Airlines  1979 - 2004

Skills
Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Investment Advisory, Estate Planning, Portfolio Management, Series 7, Asset Management, Fixed Annuities, Insurance, Life Insurance, Risk Management, Disability Insurance, Financial Analysis, Term Life Insurance, Employee Benefits

Education
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning

UCLA
Bachelor's degree, History

Peg Coniglio Peg Coniglio Greater Denver Area Details
Peg Coniglio's Financial Planning Association Experience February 2007 - October 2010
Job RN Patient Relations Coordinator at St. Anthony Hospital
Industry Nonprofit Organization Management
Experience
St. Anthony Hospital  December 2012 - Present
CASA of Adams and Broomfield Counties  2012 - Present
Geological Society of America  September 2010 - December 2012
City of Westminster  2003 - 2012
Financial Planning Association   February 2007 - October 2010
ConferenceDirect  January 2005 - February 2007
National Conference of State Legislatures  April 1998 - May 2004

Skills
Patient Advocacy, Conference Coordination, Conflict Management, Contract Negotiation, Hospitality Industry, Trade Shows, Event Management, Budget, Child Advocacy, Marketing, Meeting Planning, Collaboration, Hospitality, Event Planning, Customer Service

Education
Regis University   2013 — 2015
Master of Arts (MA), Communication (Emphasis in Conflict Management)

Metropolitan State College of Denver   1986 — 1991
Bachelor of Arts (BA), Hospitality Administration/Management

Rochester Community and Technical College   1973 — 1975
Associate of Arts (A.A.), Registered Nursing/Registered Nurse

Daniel Guzzo CEBS Daniel Guzzo CEBS Greater New York City Area Details
Daniel Guzzo CEBS's Financial Planning Association Experience 2009 - Present
Job Marketing Consultant and Account Director at Taproot Foundation
Industry Financial Services
Experience
Taproot Foundation  2011 - Present
Financial Planning Association   2009 - Present
Society of Certified Employee Benefits Specialists (CEBS)   2011 - Present
Mass Mutual Financial Group  2011 - 2012
Reich & Tang/Natixis Asset Management   2008 - 2009
Reich & Tang/Natixis Asset Management   2005 - 2008
Merrill Lynch  2005 - 2005
TIAA-CREF  2001 - 2004
TIAA-CREF  1998 - 2001
TIAA-CREF  1994 - 1998

Skills
Strategy, Marketing Communications, Series 7, Project Management, Marketing Strategy, Program Management, Strategic Communications, Marketing, CRM, New Business Development, Budgets, Strategic Planning, Recruiting, Sales, Management, Consulting, Financial Services, Leadership, Digital Marketing

Education
City University of New York-Brooklyn College
BA, Television & Radio

Rutgers University-New Brunswick
Mini-MBA, Digital Marketing

Jason Plank, CFP®, CRPC®, AAMS® Jason Plank, CFP®, CRPC®, AAMS® Greater Minneapolis-St. Paul Area Details
Jason Plank, CFP®, CRPC®, AAMS®'s Financial Planning Association Experience January 2012 - December 2014
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  2002 - Present
Financial Planning Association   January 2012 - December 2014
Financial Planning Association   November 2009 - January 2012
Ameriprise Financial Services, Inc  May 2004 - October 2007
Best Buy, Inc  September 1999 - 2002

Education
Augsburg College
Bachelor of Arts (B.A.), Business Administration and Economics

Augsburg College
Bachelor of Arts (B.A.), Finance w/Accounting Minor

Keith Newcomb, CMT, CFP® Keith Newcomb, CMT, CFP® Nashville, Tennessee Details
Keith Newcomb, CMT, CFP®'s Financial Planning Association Experience January 2011 - December 2012
Job Portfolio Manager
Industry Investment Management
Experience
Full Life Financial LLC   July 2002 - Present
Financial Planning Association (FPA)   January 2013 - December 2014
Market Technicians Association, Inc.   April 2012 - 2014
FPA-PAC, Inc.   January 2011 - 2014
Market Technicians Association, Inc.   May 2012 - June 2013
Financial Planning Association   January 2011 - December 2012
AIG  July 2002 - June 2006
Luken Investment Group, Inc.   March 2000 - July 2002
J. C. Bradford & Co. (now UBS Financial Services, Inc.)   July 1996 - March 2000
Music Publishing Industry - Various Employers   January 1986 - July 1996

Skills
Portfolio Management, Buy-side, Investments, Technical Analysis, Equities, Equity Research, Equity Trading, North American Equities, Global Asset Allocation, Adaptive Asset..., Tactical Asset..., Foreign Investment, Fixed Income, ETFs, Closed-end Funds, Wealth Advisory Services, Wealth Management, Financial Planning, Investment Advisory, Quantitative Research, Market Microstructure, C, C++

Education
Belmont University   1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General

University of Pittsburgh - Joseph M. Katz Graduate School of Business   2005 — 2005
Accredited Investment Fiduciary Certificate, Investment Fiduciary Practices

NSCC   2011 — 2011
Mathematics, Computer Science

Chartered Market Technician Institute   2010 — 2010
CMTi Level 3, Technical Analysis of Financial Markets

College for Financial Planning   2005 — 2010
CFP Certification Professional Education Program, Personal Financial Planning

Bloomington High School North   1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

SMMU

Mary Bell Carlson Mary Bell Carlson Washington D.C. Metro Area Details
Mary Bell Carlson's Financial Planning Association Experience September 2005 - 2008
Job Principal at Silverbell Solutions, L.L.C.
Industry Financial Services
Experience
Silverbell Solutions   October 2014 - Present
National Association of Counties  July 2012 - October 2014
Kansas State University  September 2010 - July 2012
ARMY  June 2010 - September 2010
United States Department of Defense  June 2008 - May 2010
The Monitor Group  February 2008 - May 2008
Financial Planning Association   September 2005 - 2008
Armstrong, Fleming & Moore, Inc.   2006 - 2007

Skills
Public Speaking, Teaching, Personal Finance, Financial Planning, Microsoft Office, Quantitative Research, Strategic Financial..., Project Planning, Strategy, PowerPoint, Finance, Leadership, Program Management, Volunteer Management, Nonprofits, Leadership Development, Financial Advisory, Retirement, Financial Services, Research, Government, Public Policy, Editing, Higher Education, Politics, Political Science, Program Development, Grants, Business Development

Education
Kansas State University   2010 — 2013
Doctor of Philosophy (Ph.D.)

Texas Tech University   2004 — 2005
Master of Science

Brigham Young University   1997 — 2001
BA

Erica M. Owens Erica M. Owens Greater Denver Area Details
Erica M. Owens's Financial Planning Association Experience December 2010 - November 2012
Job Senior Manager of Marketing Communications and Events at National Association of RV Parks and Campgrounds
Industry Marketing and Advertising
Experience
National Association of RV Parks and Campgrounds   February 2013 - March 2015
Financial Planning Association   December 2010 - November 2012
Just Be Personal Assistants, LLC   November 2009 - January 2011
Colorado American Marketing Association  September 2010 - December 2010
National Conference of State Legislatures  March 2006 - August 2009
Great-West Life and Annuity Insurance   November 2005 - March 2006
THK Associates, Inc.   June 2003 - October 2005
Triple Crown Sports  January 2003 - November 2003

Skills
Marketing Communications, Event Planning, Event Management, Email Marketing, Social Media, Marketing Strategy, Marketing, Market Research, Advertising, Copywriting, Online Advertising, Facebook, Non-profits, Strategic Planning, Account Management, Leadership, Market Planning, Social Media Marketing, Program Management, Direct Marketing, Integrated Marketing, Digital Marketing, Marketing Management, New Business Development, Creative Direction, Online Marketing, Social Networking, Blogging, Customer Service, Lead Generation, Business Strategy, Meeting Planning, Editing, Microsoft Office, Brand Management, PowerPoint, Microsoft Excel, Contract Negotiation, Brand Development, Entrepreneurship, Team Management, Business Development, Project Management, Sales, Management, Training, Public Speaking, Budgets, Trade Shows

Education
University of Denver - Daniels College of Business   1998 — 2002
BSBA, Marketing, Management

Colorado State University   2013 — 2013
Project Management Certification, Project Management Certificate Program

Jane Evelyn, CFP® Jane Evelyn, CFP® Greater Boston Area Details
Jane Evelyn, CFP®'s Financial Planning Association Experience 2007 - Present
Job Financial Advisor at BECK BODE WEALTH MANAGEMENT
Industry Financial Services
Experience
NAPFA  2011 - Present
Dover Hills Financial   November 2002 - Present
Financial Planning Association   2007 - Present
Beck Bode Wealth Management   January 2015 - Present
BECK BODE WEALTH MANAGEMENT   January 2015 - Present
1717 Capital Management   1997 - 2003

Skills
Bond Investing, Retirement Income..., Estate Planning, Tax Planning, Budgeting, Retirement Planning, Investment Strategies, Financial Planning, Bonds

Education
Northwestern University
BA, Economics

College of Financial Planning
CFP, Financial Planning

Niagara Falls High School

Samantha (Spears) Chernak Samantha (Spears) Chernak Greater Los Angeles Area Details
Samantha (Spears) Chernak's Financial Planning Association Experience July 2009 - December 2010
Job Doctor of Physical Therapy
Industry Hospital & Health Care
Experience
Cedars-Sinai  May 2015 - August 2015
Complete Balance Solutions   October 2014 - December 2014
Specialized Physical Therapy  March 2014 - April 2014
California Rehabilitation and Sports Therapy  January 2014 - February 2014
Media relations, writing   December 2010 - August 2012
Financial Planning Association   July 2009 - December 2010
Owen Media  May 2007 - December 2008

Skills
Public Relations, Media Relations, Event Planning, Leadership, Public Speaking, Social Media, Strategic Communications, Social Media Marketing, Marketing Strategy, Marketing Communications, Time Management, Marketing, Press Releases, Management, Copy Editing, Event Management, Social Networking, Writing, Community Outreach

Education
Chapman University   2012 — 2015
Doctorate of Physical Therapy

Washington State University   2005 — 2007
BA, Communications emphasis in Public Relations, Edward R. Murrow College of Communication

Seattle Pacific University   2002 — 2005

Michelle Pool Michelle Pool Greater Denver Area Details
Michelle Pool's Financial Planning Association Experience August 2008 - February 2009
Job Event Specialist at Y.Lo Epicure
Industry Events Services
Experience
Neighborhood Helping Hand, LLC   February 2014 - Present
Y.Lo Epicure   April 2011 - August 2015
Financial Planning Association   August 2008 - February 2009
BEST Experiential Properties   April 2008 - August 2008
BEST Experiential Properties   October 2007 - March 2008

Skills
Event Planning, Marketing, Customer Service, Management

Education
Metropolitan State University of Denver   2005 — 2007
BA, Journalism

Dave Jetson Dave Jetson Rapid City, South Dakota Area Details
Dave Jetson's Financial Planning Association Experience 2011 - Present
Job Owner, Jetson Counseling
Industry Mental Health Care
Experience
Financial Planning Association   2011 - Present
Jetson Counseling   April 2004 - Present
Financial Planner  2010 - 2010
Financial Planner  2010 - 2010
Financial Planner  2010 - 2010
jetson Counseling   2008 - 2010
Onsite Workshops  2007 - 2010

Skills
Psychotherapy, Counseling Psychology, Personal Finance, Family Therapy, Adults, Public Speaking, Group Therapy, Mental Health, Treatment, Google Groups, Mental Health Counseling, Psychology, Life Coaching, Wellness Coaching, Holistic Health, Stress, Crisis Intervention, Coaching, Personal Development, Retirement Planning, Adolescents, Healing, Wellness, Executive Coaching, Stress Management, Meditation, Emotional Intelligence, Career Counseling, Interventions, Therapists, Self-esteem, Workshop Facilitation

Education
SDSU   2001 — 2003
Master of Science (MS), Counseling Psychology

National American University   1999 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Harmony high

Julie Holmes-Grady Julie Holmes-Grady Orange County, California Area Details
Julie Holmes-Grady's Financial Planning Association Experience 2010 - Present
Job International Tax for Crossborder transfers
Industry Financial Services
Experience
Ernst & Young LLP  May 2012 - Present
Leaders in Expatriate Management Mobility in Southern California   2012 - Present
Financial Planning Association   2010 - Present
Grady Corporation   September 2006 - Present
FPA OC   2010 - 2012
DefensTech International, Inc.   July 2006 - October 2007
The David Lewis Company   June 2003 - January 2006
Deloitte  January 2002 - December 2002
Andersen LLP  February 2001 - November 2001
Vertical Computer Systems, Inc.   January 2000 - February 2001

Education
University of California, Irvine   2006 — 2007
None, Personal Financial Planning Curriculum

University of Southern California - Marshall School of Business   1993 — 1995
MBA, Operations / Organization Design

California State University-Long Beach   1980 — 1983
BS, Accouting with a Minor in Finance-Real Estate

Antelope Valley High School   1974 — 1978

Dennis Mulligan Dennis Mulligan Greater Minneapolis-St. Paul Area Details
Dennis Mulligan's Financial Planning Association Experience 2009 - Present
Job Owner and Managing Partner at Level 5 Performance Group, LLC
Industry Financial Services
Experience
Financial Planning Association   2009 - Present
Level 5 Performance Group, LLC   April 2008 - Present
Allianz Life  November 1999 - November 2007
Prudential Financial  August 1972 - June 1999

Skills
Fixed Annuities, Retirement, Retirement Planning, Insurance, Long-term Care, Financial Services, Life Insurance, Strategic Planning, Relationship Management, Business Development, Leadership, 401k, Strategic Financial..., Financial Advisory

Education
Marquette University   1968 — 1972

Norm Boone Norm Boone San Francisco, California Details
Norm Boone's Financial Planning Association Experience 2000 - 2003
Job founder & president of Mosaic Financial Partners, Inc.
Industry Financial Services
Experience
Mosaic Financial Partners, Inc.   August 1987 - Present
Harvard Business School Association of Northern California   2002 - Present
National Advisors Trust  2004 - Present
financial planning  1987 - Present
IPS AdvisorPro   2002 - October 2013
Saybrook University  2004 - September 2013
Golden Gate University  2001 - 2010
Financial Planning Association   2000 - 2003

Skills
Retirement Planning, Thought Leadership, Strategic Financial..., Wealth Management, Investments, Financial Advisory, IRAs, Estate Planning, Creative Problem Solving, Personal Finance, Investment Strategies, Businessowners

Education
Harvard Business School   1975 — 1977
MBA, Finance

Stanford University   1965 — 1969
BA, Political Science

David Strege David Strege West Des Moines, Iowa Details
David Strege's Financial Planning Association Experience 1982 - Present
Job FeeOnly Financial Planner at Syverson Strege and Company
Industry Financial Services
Experience
National Association of Personal Financial Advisors  2000 - Present
Syverson Strege & Company  October 1997 - Present
Sherpa Investment Management a division of Syverson Strege and Company   October 1997 - Present
Capstone Study Group   1995 - Present
Certified Financial Planners Board of Standards   1982 - Present
Financial Planning Association   1982 - Present
FPSB   2007 - 2008
CFP Board  2004 - 2008
Financial Planning Association   1996 - 2000
Bryton Companies   October 1987 - October 1997

Skills
Financial Planning, Small Business, Estate Planning, Retirement Planning, Investments, Asset Management, Wealth, Personal Finance, Retirement, Portfolio Management

Education
Drake University   1977 — 1981
BSBA, Finance, focus on Personal Financial Planning

Concordia University-Portland   1976 — 1983

Karin Maloney Stifler Karin Maloney Stifler Cleveland/Akron, Ohio Area Details
Karin Maloney Stifler's Financial Planning Association Experience 2008 - 2011
Job CoFounder of Walden Wealth Partners, LLC
Industry Financial Services
Experience
Walden Wealth Partners, LLC   August 2015 - Present
True Wealth Advisors LLC   2004 - July 2015
Financial Planning Association   2008 - 2011
Morningstar Advisor   2002 - 2003
Spero-Smith Investment Advisers   1994 - 1997
The Boston Company  1991 - 1994
Bank of New England  1987 - 1990

Skills
Wealth Management, Retirement, Financial Planning, Financial Advisory, Investments, Wealth, Finance, Retirement Planning, Wealth Management..., Asset Allocation, High Net Worth..., Investment Advisory, Retirement Plan..., Strategic Philanthropy

Education
Centre for Fiduciary Excellence   2010 — 2010
Accredited Investment Fiduciary (AIF)

College for Financial Planning   1988 — 1990
CFP

Northeastern University   1985 — 1987
MBA

Miami University   1977 — 1981
BA

Universidad de Los Andes   1980 — 1980

Ellen R. Siegel, CFP®, ChFC, CLU Ellen R. Siegel, CFP®, ChFC, CLU Miami/Fort Lauderdale Area Details
Ellen R. Siegel, CFP®, ChFC, CLU's Financial Planning Association Experience January 2004 - 2011
Job President and financial advisor at Ellen R. Siegel & Associates
Industry Investment Management
Experience
Ellen R. Siegel & Associates   June 2004 - Present
South Florida National Park Trust   2004 - Present
Everglades National Park  1998 - Present
Girl Scout Council of Tropical Florida, Inc.   January 1998 - Present
Financial Planning Association   January 2004 - 2011
The Enrichment Group  July 1997 - June 2004
Berkshire Life  January 1984 - June 1997
Berkshire + Mutual Benefit   January 1980 - January 1997
Girl Scout Councils of Tropical Florida and of Greater Philadelphia   January 1973 - January 1980

Skills
Financial Planning, Investments, Teaching, Estate Planning, Investment Management, Asset Protection, Spanish, Strategic Financial..., Pensions, Financial Services, Public Speaking, Non-profits, Grant Writing, Investment Advisory

Education
Landmark Education   2001 — 2008
full 4 part curriculum, Community Organization

Goddard College   1973 — 1974
MS, Social Psychology

Goddard College   1973 — 1974
Master of Arts, Social Psychology

University of Pennsylvania   1967 — 1970
Bachelor of Arts, Education

University of Miami
Bachelor of Arts, Elementary Education

Lilly Correa Lilly Correa Atlanta, Georgia Details
Lilly Correa's Financial Planning Association Experience January 1974 - January 1980
Job Board Member at Emory Alumni Board
Industry Higher Education
Experience
Emory Alumni Board   September 2012 - Present
Emory University Barkley Forum Endowment   September 2009 - Present
New York Stock Exchange Hearing Board   January 1989 - Present
NYSE Acceptability Board   April 2014 - Present
Morgan Stanley  October 1983 - April 2009
New York Institute of Finance  September 1982 - October 1983
Financial Learning Systems   January 1980 - September 1982
Financial Planning Association   January 1974 - January 1980

Skills
Public Speaking, Estate Planning, Research, Team Building, Personal Financial..., Socially Responsible..., Investment Management, Investment Strategies, Fundraising, Training, Editing, Grant Writing, Program Development, Nonprofits, Community Outreach, Grants, Volunteer Management, Higher Education, Event Planning, Leadership

Education
Harvard University   1973 — 1975
Master's degree, Social Policy

Emory University   1969 — 1973
Bachelor of Arts (B.A.), English Language and Literature/Letters

Sean Sebold Sean Sebold Greater Chicago Area Details
Sean Sebold's Financial Planning Association Experience January 2004 - December 2005
Job President at Sebold Capital Management, Inc.
Industry Financial Services
Experience
Sebold Capital Management, Inc.   March 1998 - Present
Naperville Area Chamber of Commerce  January 2009 - January 2012
Naperville Area Chamber of Commerce  January 2010 - December 2010
Financial Planning Association   January 2004 - December 2005
Andersen Consulting  January 1997 - March 1998
Firstar Bank  June 1994 - January 1997
TMR Partners   January 1994 - June 1994

Skills
Wealth Management, Investments, Financial Advisory, Succession Planning, Financial Services, Wealth, Wealth Management..., Personal Finance, Estate Planning, 401k, Asset Allocation, Consulting, Due Diligence, Employee Benefits, Finance, Financial Analysis, Financial Planning, Insurance, Investment Advisory, Investment Strategies, Life Insurance, Loans, Management Consulting, Marketing, Mergers, Pensions, Portfolio Management, Retirement Planning, Series 7, Small Business, Strategic Financial..., Strategic Planning

Education
Northwestern University - Kellogg School of Management   1998 — 2000
MBA, Finance, Marketing, International Business

Villanova University   1984 — 1988
Bachelor of Arts, English

Kacy Gott Kacy Gott San Francisco Bay Area Details
Kacy Gott's Financial Planning Association Experience January 2004 - December 2006
Job Wealth Manager, Principal, Aspiriant
Industry Financial Services
Experience
Aspiriant  1995 - Present
Financial Planning Association   January 2004 - December 2006
Webcor Builders  May 1993 - February 1995
Ernst & Whinney  September 1986 - April 1989

Education
San Diego State University-California State University   1983 — 1986
Bachelor, Finance

San Jose State University   1981 — 1983
Business

Bellarmine College Preparatory

Rob Hoxton, CFP® Rob Hoxton, CFP® Washington D.C. Metro Area Details
Rob Hoxton, CFP®'s Financial Planning Association Experience 1998 - Present
Job Financial Advisor | Certified Financial Planner® | Wealth Management
Industry Investment Management
Experience
Financial Planning Association   1998 - Present
HFI Wealth Management   July 1992 - Present
Hoxton Financial, Inc   July 1992 - Present
Financial Planning Association   January 2011 - December 2013
The Hoxton Agency, Inc.   January 1990 - July 1992
AIG  May 1988 - January 1990

Education
College for Financial Planning   1993 — 1996
CFP, Certified Financial Planner

North Carolina State University   1984 — 1988
BA, English

Episcopal High School   1979 — 1984

Rob is a graduate of North Carolina State University
College for Financial Planning, CFP, Certified FInancial Planner

Jason McGarraugh, CFP® Jason McGarraugh, CFP® Houston, Texas Area Details
Jason McGarraugh, CFP®'s Financial Planning Association Experience January 2006 - December 2013
Job CERTIFIED FINANCIAL PLANNER ™ Practitioner
Industry Financial Services
Experience
Neal Financial Group   June 2006 - Present
Nexgen  2007 - Present
FPA  2001 - Present
Financial Planning Association   January 2006 - December 2013
Financial Planning Association of Houston   2009 - December 2011
Waddell & Reed  October 2003 - June 2006
Financial Perspectives Pte Ltd   January 2003 - April 2003

Skills
Retirement Planning, Strategic Financial..., Investments, Finance, Wealth Management, Estate Planning, Asset Allocation, Investment Management, Asset Management, Portfolio Management

Education
Texas Tech University   2000 — 2002
M.S., Personal Financial Planning

Texas Tech University - Rawls College of Business   1995 — 1999
BBA, Finance

Perryton High School   1992 — 1995

Jeffrey Bruce Jeffrey Bruce Greater Chicago Area Details
Jeffrey Bruce's Financial Planning Association Experience November 2007 - Present
Job Financial advisor offering professional financial planning for retirement, college planning & personal wealth management
Industry Financial Services
Experience
Exemplar Financial Network  June 2009 - Present
Financial Planning Association   November 2007 - Present
Ameriprise Financial Services, Inc.   November 2004 - June 2009
Ambius  1999 - 2004
United States Marine Corps  1991 - 1996
United States Marine Corps  1991 - 1996

Education
Columbia Southern University   2013 — 2016
Master of Business Administration (M.B.A.), M.B.A. in Finance

Phoenix College   2000 — 2003
Bachelors, Business, Management, Marketing, and Related Support Services

Bremen HS   1988 — 1992
Diplomia, General

L. Mark Halstead, Jr. MFP, CFP, CSNP, CLTC, CSA L. Mark Halstead, Jr. MFP, CFP, CSNP, CLTC, CSA Las Vegas, Nevada Area Details
L. Mark Halstead, Jr. MFP, CFP, CSNP, CLTC, CSA's Financial Planning Association Experience 1983 - 2012
Job Director of Financial Planning, Training, Compliance at Brock and Associates, LLC
Industry Financial Services
Experience
Brock and Associates, LLC   January 2010 - Present
Financial Planning Association   1983 - 2012
LPL  2009 - 2010
American Red Cross Mountain Valley Chapter   2008 - 2010
Independant Insurance Agent  1983 - 2010
Financial Planning Association   1983 - 2010
NAIFA  1983 - 2010
FPA  1983 - 2010
Financial Planning Association   1983 - 2010
American Red Cross - Southern Nevada Chapter  2007 - 2009

Skills
Financial Planning, Insurance, Securities, Estate Planning, Wealth Management, Investments, Retirement Planning, Retirement, Asset Management, 401k, Wealth, Tax, Small Business, Funding, Mutual Funds, Planning, Business Planning, Public Speaking, Investment Advisory, Budgeting, Strategic Planning, Portfolio Management, Risk Management, Asset Allocation, Negotiation, Employee Benefits, Long Term Care, Asset, Annuities, Series 7, Succession Planning, Pensions, Money, Personal Finance, Cash Flow, Options, Retirement Income..., Savings, Financial Advisory, Business Strategy

Education
College for Financial Planning   2007 — 2009
Masters, Financial Planning

University of Phoenix   2005 — 2007
Bachelor of Science, Business Administration

FPA
Master of Science in Financial Planning, Financial Planning

Barry Freedman CFP Barry Freedman CFP Fort Myers, Florida Area Details
Barry Freedman CFP's Financial Planning Association Experience 1972 - Present
Job Trustee Foundation for Financial Planning
Industry Financial Services
Experience
Financial Planning Association   1972 - Present
Foundation for Financial Planning   2007 - 2012
Foundation for Financial Planning   2005 - 2012
Certified Financial Planner Board of Standards  1984 - 2011
Independent  1968 - 2008
Financial PLanner  1968 - 2008
Financial Planning Association of Massachusetts   1972 - 2005

Skills
President, Vines Community...

Education
Babson College   1961 — 1964
BSBA, Finance

Cathie Purdon, CFP® Cathie Purdon, CFP® Greater San Diego Area Details
Cathie Purdon, CFP®'s Financial Planning Association Experience January 2011 - December 2012
Job Retirement Planning Specialist at Nationwide Retirement Solutions, Inc.
Industry Education Management
Experience
Nationwide Retirement Solutions, Inc.   February 2015 - Present
LFE Institute  November 2009 - February 2015
LFE Institute and Zeiders Enterprises   October 2010 - May 2013
Financial Planning Association   January 2011 - December 2012
Financial Planning Assn of San Diego   January 2010 - December 2012
Del Mar Financial Partners, Inc.   January 2009 - November 2009
New England Financial/MetLife  June 2001 - January 2009
Anthony Robbins Companies  June 1999 - July 2000
Prudential Healthcare  January 1997 - July 1999
Children's Hospital of Los Angeles  July 1984 - June 1990

Skills
Leadership, Education, Business Development, Coaching, Financial Planning, Teaching, Strategic Financial..., Retirement Planning, Recruiting, Community Outreach, Finance, Financial Advisory, Team Leadership, Public Speaking, Wealth Management, Management, Organizational..., Personal Finance, Portfolio Management, Change Management, Project Planning, Small Business, Retirement, Budgets, Time Management, Financial Planners, Insurance, Management Consulting, Nonprofits, Team Building, Strategic Planning, Leadership Development, Employee Training, Training

Education
University of California, Los Angeles   1981 — 1984
Bachelor of Science, Nursing

Pierce College   1978 — 1981
AA, General Education, Pre-Nursing

Daniel Barry Daniel Barry Washington D.C. Metro Area Details
Daniel Barry's Financial Planning Association Experience 2007 - December 2012
Job Senior Washington Analyst at Bloomberg LP, Bloomberg Intelligence
Industry Government Relations
Experience
Bloomberg LP, Bloomberg Intelligence   March 2015 - Present
Atlantic Policy Solutions, LLC   January 2013 - March 2015
Financial Planning Association   2007 - December 2012
Fannie Mae  2003 - 2007
Schwarz & DeMarco LLP   2001 - 2003
Risk and Insurance Management Society (RIMS)   1999 - 2001
Securities Industry Association (SIA)   1992 - 1999

Skills
Public Policy, Financial Services, Policy, Nonprofits, Legislative Relations, Securities, Public Relations, Public Speaking, Media Relations, FINRA, State Government, Strategic Planning, Strategy, Corporate Governance, Management, Legislation, Government, Politics, Investments, Political Consulting, Non-profits, Estate Planning, Financial Services..., Congressional Affairs, Banking, Property & Casualty..., Life Insurance, Securities Regulation, Policy Analysis, Political Risk Analysis

Education
European Training Institute   2008 — 2008
Certificate, "Working with the EU"

Saint John's University   1988 — 1991
MA, Government and Politics

Saint John's University School of Law   1988 — 1991
JD

Saint John's University   1984 — 1988
BA, Government and Politics

Marc C. Shaffer, CFP®, AIF®, EA Marc C. Shaffer, CFP®, AIF®, EA Kansas City, Missouri Area Details
Marc C. Shaffer, CFP®, AIF®, EA's Financial Planning Association Experience January 2015 - Present
Job Principal, Searcy Financial Services, Inc. | President, College of Human Ecology at Kansas State University Alumni Board
Industry Financial Services
Experience
Financial Planning Association   January 2015 - Present
College of Human Ecology at Kansas State University Alumni Board   August 2014 - Present
Searcy Financial Services, Inc.   April 2006 - Present
DEW Wealth Strategies   June 2005 - March 2006

Education
Kansas State University   2001 — 2005
Bachelor of Science in Personal Finance, Personal Financial Planning with Minors in Business Administration and Economics

Lida Citroen Lida Citroen Greater Denver Area Details
Lida Citroen's Financial Planning Association Experience July 2006 - April 2008
Job Personal Branding Expert for Executives, Veterans | Speaker | Reputation Management Expert | Author | Personal Branding
Industry Marketing and Advertising
Experience
LIDA360   April 2008 - Present
Your Next Mission: A personal branding guide for the military-to-civilian transition   April 2013 - Present
Entrepreneur Magazine  July 2014 - Present
Reputation 360: Creating power through personal branding   January 2011 - Present
Financial Planning Association   July 2006 - April 2008
Jefferson Economic Council   January 2003 - June 2006
Liberty Greenfield  October 2001 - December 2003
RNL Design  October 1999 - October 2001
Gibson, Dunn & Crutcher LLP   1997 - 1999
Gelfond Hochstadt Pangburn   1995 - 1997

Skills
Writing, Social media strategy, Reputation Management, Online Reputation..., Keynote, author, Published Author, Personal Branding, Career Development, Executive Coaching, Business Coaching, Branding & Identity, Marketing Communications, Marketing, Reputational Risk, National Speaker, Engaging Public Speaker, Coaching, Motivational Speaking, Public Speaking, Social Networking, Business Development, Corporate Branding, Direct Marketing, Event Planning, Media Relations, Marketing Strategy, Crisis Communications, Strategic Planning, Strategic Thinking, Online Advertising, Workshops, Networking, Lead Generation, Press Releases, Positioning, Social Media Marketing, Public Relations, Executive Positions, Corporate Communications, Thought Leadership, Email Marketing, Integrated Marketing, New Business Development, Copywriting, Strategic Communications, Brand Management, Social Media, Leadership, Facebook

Education
Pomona College   1982 — 1986
BA, Political Science, English

Marymount High School   1978 — 1982

Daniel Hunteman, CFP®, CFS, CMFC, J.D. Daniel Hunteman, CFP®, CFS, CMFC, J.D. Greater Milwaukee Area Details
Daniel Hunteman, CFP®, CFS, CMFC, J.D.'s Financial Planning Association Experience 1996 - Present
Job FeeOnly Financial Planner at Daniel Gilbert Hunteman, Registered Investment Advisor
Industry Financial Services
Experience
Daniel Gilbert Hunteman   1996 - Present
Financial Planning Association   1996 - Present
Daniel G. Hunteman, Attorney at Law   1993 - Present
Kelleys Sawmill Inc.   1989 - 1993

Skills
Retirement Planning, Retirement Income..., Retirement Plan..., IRA Rollovers, Roth IRA, Estate Planning, Asset Allocation, Mutual Funds, Investment Planning, Financial Planning, Second Opinions, Retirement Plan..., Retirement Plan..., Investments, Strategic Financial..., Retirement, Financial Planners, Small Business, Personal Finance, Financial Advisory

Education
Marquette University Law School
JD, Business, Tax and Estate Planning

University of Wisconsin-Milwaukee
BA, Economics

Jeffrey Hensal Jeffrey Hensal Greater New York City Area Details
Jeffrey Hensal's Financial Planning Association Experience 2012 - 2015
Job Head of Distribution & Client Relations at Patrumin Investors LLC
Industry Financial Services
Experience
Patrumin Investors   2015 - Present
Financial Planning Association   2012 - 2015

Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.)

Elizabeth Jetton Elizabeth Jetton Greater Atlanta Area Details
Elizabeth Jetton's Financial Planning Association Experience 2004 - 2005
Job Co Founder at TurningPoint LLC
Industry Financial Services
Experience
TurningPoint LLC   April 2014 - Present
California Lutheran University  January 2010 - Present
Directions  May 2009 - Present
Elizabeth Jetton Consulting Services   January 2008 - Present
Junxure  June 2011 - July 2012
University of Georiga at Athens, GA   January 2011 - May 2012
Financial Planning Association   2004 - 2005

Skills
Money, Strategic Financial..., Art, Strategic Communications, Retirement Planning, Wealth Management, Coaching, Finance, Leadership, Marketing, Investment Advisory, Strategy, Wealth, Leadership Development, Portfolio Management, Strategic Planning, Executive Coaching, Investment Strategies, Newsletters, Financial Planners, Financial Services, Personal Finance, Financial Advisory, Retirement, Asset Allocation, Estate Planning, Mutual Funds, Small Business, Public Speaking, Series 7, Investments, Investment Management, Program Development, Organizational..., Career Development, Asset Management, Workshop Facilitation, Project Planning, Executive Management, Entrepreneurship, Staff Development, Emotional Intelligence, Personal Development, Management Consulting, Teaching

Education
New School University   1988 — 1990
BA, Communications and Financial Planning

Craig Jergenson Craig Jergenson Greater Minneapolis-St. Paul Area Details
Craig Jergenson's Financial Planning Association Experience 1998 - 2014
Job Certified Financial Planner
Industry Financial Services
Experience
Coach Craig Financial   September 1990 - Present
Financial Planning Association   1998 - 2014
Coach Craig Financial   1994 - 2014
Financial Planning Association   January 2007 - December 2009
Financial Planning Association   January 2005 - December 2007
Financial Planning Association   January 2005 - December 2005
Financial Planning Association of Minnesota   January 2004 - December 2005

Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Investment Advisory, Financial Advisory, Financial Planners, Asset Allocation, 401k, Mutual Funds, Fixed Annuities, Investments, Wealth, Investment Strategies, Series 7, IRAs, Asset Management, Personal Finance, Term Life Insurance, Long-term Care, Insurance, High Net Worth..., Mortgage Lending, Wealth Accumulation, Investment Management, Financial Planning, Estate Tax Planning, Life Insurance, Roth IRA

Education
College for Financial Planning   1991 — 1994
CFP

Gustavus Adolphus College   1979 — 1983
Bachelor of Arts, Accounting

Destre Downing Destre Downing Greater Denver Area Details
Destre Downing's Financial Planning Association Experience December 2010 - Present
Job Manager, Learning and Development at Financial Planning Association
Industry Nonprofit Organization Management
Experience
Financial Planning Association   December 2010 - Present
Financial Planning Association   July 2007 - December 2010
First Franklin  June 2005 - May 2007

Skills
Strategic Planning, Public Speaking, Organizational..., Leadership Development, Coaching, Training, Leadership, Team Building, Event Planning, Nonprofits, Team Leadership, Management, Strategy, Program Management

Education
Brigham Young University - Hawaii   2000 — 2004
Bachelor of Arts, English

Kimberly Baker, CFP® Kimberly Baker, CFP® Portland, Oregon Area Details
Kimberly Baker, CFP®'s Financial Planning Association Experience 1996 - Present
Job Senior Financial Planner at Johnson Bixby & Associates, LLC
Industry Financial Services
Experience
Financial Planning Association   1996 - Present
Johnson Bixby & Associates, LLC   1998 - Present
Financial Advisors   1994 - 1998
Deborah F. Johnson, MS, CFP®   1993 - 1994

Skills
Financial Planning, Retirement Planning, Tax Planning, Cash Flow Design, College Planning, Investment Analysis &..., Insurance Assessment, Investment Advisory, Financial Planners, Insurance, Strategic Financial...

Education
College for Financial Planning   1995 — 1997
Certified Financial Planner certification

Portland State University - School of Business   1986 — 1989
BS, Marketing

John P. Napolitano CFP®, CPA, PFS, MST, RLP® John P. Napolitano CFP®, CPA, PFS, MST, RLP® Greater Boston Area Details
John P. Napolitano CFP®, CPA, PFS, MST, RLP®'s Financial Planning Association Experience 1999 - December 2013
Job CEO, U. S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management   1997 - Present
U.S. Wealth Management   February 1992 - Present
Financial Planning Association   1999 - December 2013
AICPA - Eldercare Committee   2007 - January 2011
FPA MA   2003 - 2010
Moneyworks   January 1990 - June 2000
Napolitano and Company, CPAs   November 1982 - February 1992
Alexander Grant and Company   August 1978 - June 1981

Skills
Wealth Management, Estate Tax Planning, Investment Advice, Retirement Planning, Financial Advisory, Small Business, Business Planning, High Net Worth..., Coaching, Estate Planning, Strategic Financial...

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1983 — 1986
MST, Taxation

Bentley University   1974 — 1978
BS, Accounting

Laurie Girsky Laurie Girsky Greater New York City Area Details
Laurie Girsky's Financial Planning Association Experience 2009 - 2010
Job principal at GSquared Advisory LLC
Industry Financial Services
Experience
G-Squared Advisory LLC   2009 - Present
LearnVest, Inc.   2010 - 2010
The Financial Clinic  2009 - 2010
Financial Planning Association   2009 - 2010
Merrill Lynch  2000 - 2004
Paine Webber  1984 - 1997

Education
New York University   2006 — 2008
certificate in financial planning

Columbia University - Columbia Business School   1985 — 1987
MBA, Finance

Cornell University   1980 — 1984
BA, Economics

Bruce Lloyd Bruce Lloyd Greater Atlanta Area Details
Bruce Lloyd's Financial Planning Association Experience January 1996 - December 2004
Job Principal at Exhale Communications
Industry Public Relations and Communications
Experience
Exhale Communications   July 2007 - Present
American Association of Occupational Health Nurses, Inc.   March 2005 - June 2007
Financial Planning Association   January 1996 - December 2004
International Association for Financial Planning   January 1996 - December 1999
Conway Data, Inc.   April 1987 - December 1995
Communication Channels, Inc.   March 1984 - April 1987

Skills
Marketing Communications, Newsletters, Press Releases, Leadership, Advertising, Public Relations, Management, Direct Marketing, Editing, Event Management, Marketing Strategy, Social Media, Marketing, Public Speaking, Web Content, Strategic Planning, Content Development, Trade Shows, Writing

Education
Georgia State University   1978 — 1983
BA, Journalism, English

Jill Ladouceur Jill Ladouceur Greater Denver Area Details
Jill Ladouceur's Financial Planning Association Experience September 2005 - June 2012
Job Director of Creative Services at Investment Management Consultants Association
Industry Nonprofit Organization Management
Experience
Investment Management Consultants Association  2012 - Present
AFCPE   2000 - Present
Financial Planning Association   September 2005 - June 2012
Deadline Publishing   1995 - 2005

Education
Regis University   1987 — 1991
BSBA, Marketing

Sarah Cole Riopelle Sarah Cole Riopelle Greater Denver Area Details
Sarah Cole Riopelle's Financial Planning Association Experience October 2011 - November 2012
Job Marketing and Communications Specialist at Housing Colorado!
Industry Public Relations and Communications
Experience
Housing Colorado!  November 2012 - Present
Financial Planning Association   October 2011 - November 2012
Muscular Dystrophy Association  January 2011 - May 2011
Rocky Mountain Student Media  May 2009 - May 2011
Associated Students of Colorado State University  January 2010 - July 2010

Skills
Strategic Communications, Marketing Communications, Membership Relations, Event Planning, Marketing Strategy, Email Marketing, Social Media, Event Management, Public Speaking, Press Releases, Media Relations, Advertising

Education
Colorado State University   2007 — 2011
Bachelor of Arts (B.A.), Journalism

Colorado State University   2007 — 2011
Bachelor of Arts (B.A.), Journalism

Helen Applebaum Helen Applebaum Greater New York City Area Details
Helen Applebaum's Financial Planning Association Experience 1990 - 2000
Job Dreamer at New Milford, CT Gateway Park
Industry Marketing and Advertising
Experience
New Milford, CT Gateway Park   July 2014 - Present
HRA Marketing & Communicatons   September 2003 - Present
The Garden Club of New Milford   January 2012 - September 2014
iCanstandit   July 2010 - 2011
AIG Royal Alliance  February 2002 - July 2003
Travelers  December 1998 - February 2002
Royal Alliance Associates INC  December 1988 - February 2002
Financial Planning Association   1990 - 2000
Training and Communications Associates, Inc.   1974 - 1987
NYC Department of Education  September 1963 - January 1970

Skills
Blogging, Social Media, Marketing, Editing, Marketing Communications, Public Speaking, Nonprofits, Copywriting, Research, Writing

Education
Fairleigh Dickinson University   1964 — 1967
MA pending, English

Queens College   1959 — 1963
Bachelor's Degree, English literature

Lee Baker, CFP Lee Baker, CFP Greater Atlanta Area Details
Lee Baker, CFP's Financial Planning Association Experience 2008 - December 2010
Job
Industry Financial Services
Experience
AARP  2012 - Present
Apex Financial Services, Inc.   July 1998 - Present
Financial Planning Association   2008 - December 2010
FPA  2008 - December 2010
Wesley Community Center  2007 - 2009

Skills
Financial Planning, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Strategic Financial..., Public Speaking

Education
Georgia Institute of Technology   1985 — 1990
BIE

Ribault

Robert Powell Robert Powell Greater Boston Area Details
Robert Powell's Financial Planning Association Experience 2003 - 2011
Job Columnist/Contributor: MarketWatch; The Wall Street Journal; and USA Today
Industry Online Media
Experience
Retirement Weekly - A Service of MarketWatch.com   October 2003 - Present
MarketWatch  May 2010 - Present
MarketWatch  October 2003 - Present
Retirement Management Journal   2011 - Present
California Institute of Finance   January 2006 - Present
Unison Associates, LLC   2003 - Present
Boston University  October 2010 - June 2015
Financial Planning Association   2003 - 2011
Jewish Journal - Boston North   October 2008 - November 2010
Acadient   June 2001 - June 2003

Skills
Editing, Teaching, Public Speaking, Investments, Mutual Funds, Writing, Research, Social Media, Strategic Planning, Fundraising, Blogging, Personal Finance, Market Research, Non-profits, Retirement, Nonprofits, Journalism, Media Relations, Strategic Communications, Leadership, Financial Planners, Press Releases, Portfolio Management, Financial Services, Editorial, Copy Editing, Email Marketing, Social Security, Retirement Planning, Publishing, Newsletters, Copywriting, Web Content, Newspapers, Marketing, Strategy, Marketing Communications, Finance, Proofreading, Content Development, Digital Media, Feature Articles, Publications, Content Strategy, Corporate Communications, News Writing, Public Relations, Content Management, Storytelling, Social Networking

Education
Boston University   1986 — 1990
M.S.

Marquette University   1975 — 1979
BA

Renae Cox Renae Cox Denver, Colorado Details
Renae Cox's Financial Planning Association Experience August 1997 - April 2000
Job Marketing Manager at DigitalGlobe
Industry Defense & Space
Experience
DigitalGlobe (formerly GeoEye)   July 2010 - Present
Unisource Worldwide, Inc.   February 2001 - May 2010
Financial Planning Association   August 1997 - April 2000

Skills
Process Improvement, New Business Development, Product Marketing, Product Management, Corporate Communications, Social Media, Microsoft Office, Customer Service, Strategic Partnerships, Business Development, HTML, Public Speaking, SharePoint, Microsoft Excel, Access, Management, Geography, Market Research, Data Analysis, Technical Writing, Event Management

Education
Colorado State University   1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing

Carrie Stevenson Carrie Stevenson Dallas/Fort Worth Area Details
Carrie Stevenson's Financial Planning Association Experience 2012 - 2014
Job Associate Financial Planner at Mike Mills Wealth Management
Industry Financial Services
Experience
Mike Mills Wealth Management   September 2012 - Present
Financial Planning Association   2012 - 2014
Mr. Credit Solutions   July 2012 - August 2012
BBVA Compass  January 2012 - July 2012
Texas Wings  October 2005 - November 2011
True North Advisors  June 2011 - August 2011
Lowell Wealth Management  December 2010 - May 2011
Texas Tech University  May 2010 - May 2011
Red to Black   May 2010 - May 2011
Physical Therapy Today  June 2006 - March 2007

Skills
Management, Public Speaking, Estate Planning, Customer Service, Microsoft Office, Strategic Financial..., Microsoft Excel, PowerPoint, Research, Budget, Microsoft Word, Strategic Planning

Education
Texas Tech University   2009 — 2011
MS, Personal Financial Planning

Texas Tech University   2003 — 2011
Masters of Science, Personal Financial Planning

Texas Tech University   2003 — 2008
BS, Psychology

Texas Tech University   2003 — 2008
Bachelor of Science, Psychology

Roger Johnson, CFP®, AIF® Roger Johnson, CFP®, AIF® Orlando, Florida Area Details
Roger Johnson, CFP®, AIF®'s Financial Planning Association Experience 2010 - 2011
Job CERTIFIED FINANCIAL PLANNER™ at Certified Financial Group, Inc.
Industry Financial Services
Experience
Certified Financial Group, Inc.   January 1999 - Present
Financial Planning Association   2010 - 2011
Empire Financial Group, Inc.   January 1998 - December 1998

Skills
Retirement Planning, Financial Planning, Investment Advisory, Series 7, Securities

Education
Center for Fiduciary Studies, LLC
AIF®, Accredited Investment Fiduciary®

College for Financial Planning
CFP®, Certified Financial Planner™

Norwich University   1971 — 1975
BS, Business Administration

Rick Kagawa CFP™, CLU, MSFS, ChFC,LUTCF Rick Kagawa CFP™, CLU, MSFS, ChFC,LUTCF Orange County, California Area Details
Rick Kagawa CFP™, CLU, MSFS, ChFC,LUTCF's Financial Planning Association Experience 2012 - 2012
Job President, Capital Resources and Insurance, Inc.
Industry Financial Services
Experience
Capital Resources and Insurance   January 1990 - Present
Sudden Money Institute  February 2008 - Present
Transamerica Financial Advisors, Inc.   1987 - Present
Financial Planning Association   2012 - 2012
Transamerica Financial Advisors, Inc.   1987 - 2012

Skills
Retirement Planning, Financial Advisory, Retirement, Investment Advisory, Wealth, Financial Planners, Wealth Management, Strategic Financial..., Securities, Estate Planning, Asset Allocation, IRAs, Investments, 401k, Savings, Asset Management, Fixed Annuities, Personal Financial..., Mutual Funds, Series 7, Investment Management, Investment Strategies, Financial Goals, Personal Finance, Wealth Management..., Portfolio Management, Series 63, Employee Benefits, Disability Insurance, Certified Financial..., Insurance, Financial Services, Roth IRA, 401k Rollovers, Series 24, Retirement Plan..., FINRA, Alternative Investments, ETFs, Series 6, Long-term Care, Pensions, College Savings Plans, Term Life Insurance, Holistic Financial..., Money, Wealth Accumulation, Small Business, Life Insurance, Asset Managment

Education
American College   2003 — 2010
MSFS, Financial Services

California State University-Long Beach   1970 — 1974
BS, Zoology

Patrick Zachwieja Patrick Zachwieja Greater Denver Area Details
Patrick Zachwieja's Financial Planning Association Experience January 2011 - December 2012
Job Marketing & Market Planning Leader
Industry Executive Office
Experience
Seaport Airlines' Board of Directors   April 2013 - Present
Business Enterprise Institute  March 2013 - July 2014
Financial Planning Association   January 2011 - December 2012
Longitudes Group, LLC   August 2008 - January 2011
Frontier Airlines  August 2007 - April 2008
Horizon Air  April 1995 - July 2007

Skills
Strategy, Strategic Planning, Marketing Strategy, Leadership, Business Planning, Management, Marketing, Program Management, Sales, New Business Development, Market Research, Analysis, CRM, Market Planning, Budgets, Team Building, Team Leadership, Pricing, Customer Service, Project Planning, Forecasting, Email Marketing, Nonprofits, Cross-functional Team..., Financial Analysis, Leadership Development, Marketing Management, Strategy Development, Inbound Marketing, Lead Generation, Salesforce.com, Integrated Marketing, Coaching, Advertising, Recruiting, Business Development

Education
California Polytechnic State University-San Luis Obispo
Bachelor of Applied Science (B.A.Sc.), Graphic Communications

Marylhurst University
Master of Science (M.S.), Management

Stephen Barnes, CFA, CFP® Stephen Barnes, CFA, CFP® Phoenix, Arizona Area Details
Stephen Barnes, CFA, CFP®'s Financial Planning Association Experience January 1997 - December 1999
Job Owner, Chief Investment Officer at Barnes Investment Advisory, Inc.
Industry Financial Services
Experience
Barnes Investment Advisory, Inc   1983 - Present
Desert Schools Federal Credit Union  1991 - Present
Office of the Arizona State Treasurer  January 2003 - January 2007
Financial Planning Association   January 1997 - December 1999
The Motley Fool  1994 - 1998
John Hancock Life Insurance Company (U.S.A.)   December 1982 - July 1991

Skills
Asset Managment, Strategic Financial..., Capital Markets, Investment Advisory, Research, Retirement Planning, Wealth Management

Education
Grand Canyon University   1975 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management/Economics

Marvin Tuttle Marvin Tuttle Greater Denver Area Details
Marvin Tuttle's Financial Planning Association Experience January 2004 - October 2012
Job
Industry Nonprofit Organization Management
Experience
Financial Planning Association   January 2004 - October 2012
Financial Planning Association   2000 - 2003
Institute of Certified Financial Planners   1983 - 2000
Iowa Bankers Association  1981 - 1982
Iowa Credit Union League  1978 - 1980

Skills
Leadership, Association Management, Public Speaking, Non-profits, Media Relations, Strategic Financial..., Leadership Development, Strategic Planning, Management, Fundraising, Small Business, Public Relations, Community Development, Copy Editing, Business Development, Nonprofits, New Business Development, Marketing, Investment Advisory, Financial Advisory, Social Networking, Newsletters, Volunteer Management, Public Policy, Retirement, Business Planning, Wealth Management, Event Management, Corporate Communications, Project Management, Marketing Strategy, Marketing Communications, Business Strategy, Editing, Entrepreneurship, Organizational..., Copywriting, Event Planning, Press Releases, Financial Planning

Education
Drake University   1975 — 1977
BA, Journalism

Bob Herbst Bob Herbst Greater Philadelphia Area Details
Bob Herbst's Financial Planning Association Experience 2005 - 2006
Job Assistant Vice President for Professional and Corporate Education at La Salle University
Industry Higher Education
Experience
La Salle University  August 2013 - Present
Conference of Management, Executive and Professional Development Programs   November 2013 - June 2014
La Salle University  October 2011 - August 2013
Rams Head Communication   January 1995 - October 2011
Penn State University  January 2008 - 2011
Penn State University Continuing and Professional Education in Management Development   January 1999 - 2011
Moscow Business School   February 2008 - June 2009
Financial Planning Association   2005 - 2006
The American College  1999 - 2005
Blair Television Sales, Philadelphia   January 1990 - December 1999

Skills
Healthcare, Manufacturing, Public Sector, Leadership Development, E-Learning, Leadership, Training, Public Relations, Coaching, Organizational..., Staff Development, Public Speaking, Nonprofits, Strategic Planning, Analysis, Management, Professional Development, Corporate Education, Economic and Energy..., Marketing, Project Planning, Teaching, Career Development, Adult Education, Conflict Resolution, Higher Education, Instructional Design, Program Development, Career Counseling, Fundraising, Grant Writing, Workshop Facilitation, Strategy, Community Outreach, Resume Writing, Distance Learning, Student Affairs, Student Development, Research, Program Management, Writing, Social Networking

Education
CBS/Sterling Institute for Management, New York   1982 — 1982
Certificate in Leadership

Bowling Green State University   1972 — 1974
MA, Broadcast Communication

Defiance College   1964 — 1968
BS, Education, Pyschology, Speech

Jones Graduate School of Business, Rice University
Strategic Planning

Southern Methodist University
Finance

Jan Rabern Jan Rabern Greater Denver Area Details
Jan Rabern's Financial Planning Association Experience July 2012 - Present
Job Marketing Professional
Industry Marketing and Advertising
Experience
Financial Planning Association   July 2012 - Present
Exelis Visual Information Solutions  October 2007 - February 2012
BNC - Business Network Consulting  March 2006 - March 2007
Mountain West Credit Union Association  October 2002 - January 2006
Denver Metro Association of REALTORS®  December 1999 - October 2002
MicroMash   December 1996 - October 1999

Skills
Public Relations, Marketing Strategy, Marketing Communications, Strategic Planning, Event Planning, Event Management, Lead Generation, Copywriting, Budgeting, Event Marketing, Product Marketing, Social Media Marketing, Budgets, Leadership, Marketing, Management, Social Media, Media Relations, Advertising, Sales, Press Releases, Direct Mail, Trade Shows, Newsletters, Online Marketing, Email Marketing, Team Building, Online Advertising, Product Development, Marketing Management, Product Launch, Market Research, Integrated Marketing, Direct Marketing, SEO, B2B Marketing

Education
Colorado State University   1990 — 1995
BA, Technical Journalism/Public Relations

William Bissett William Bissett Charlotte, North Carolina Area Details
William Bissett's Financial Planning Association Experience November 2012 - November 2013
Job CERTIFIED FINANCIAL PLANNER (TM) ~ Wealth Management ~ Small Business 401k~ Retirement Planning ~ Investment Management
Industry Financial Services
Experience
Secrest Blakey & Associates   May 2015 - Present
Principled Heart   August 2013 - Present
Pinnacle Advisory Group  November 2006 - April 2015
Financial Planning Association   November 2012 - November 2013
Financial Planning Association of Maryland   January 2012 - November 2012
Financial Planning Association of Maryland   January 2011 - December 2011
Pinnacle Advisory Group  January 2005 - September 2006
Morgan Stanley  January 2004 - December 2004
AXA Advisors  January 2003 - February 2004

Skills
Certified Financial..., Wealth Management, Retirement Planning, Retirement, Estate Planning, Personal Tax Planning, Financial Planning, Wealth Management..., Roth Conversions, Asset Management, Lean Startup, Digital Assets, Estate Administration, Insurance Planning, 401k, 401k Rollovers

Education
North Carolina State University   1997 — 2002
B.A., Economics

Arendell Parrott Academy

The American College

Linda Arcangeli-Story, CMP Linda Arcangeli-Story, CMP Greater Atlanta Area Details
Linda Arcangeli-Story, CMP's Financial Planning Association Experience August 2001 - January 2006
Job Meetings Manager at Kellen Company
Industry Events Services
Experience
Kellen Company  September 2007 - Present
Kellen Company  September 2007 - Present
Financial Services Institute  May 2006 - August 2007
Financial Services Institute  2006 - August 2007
Financial Planning Association®  August 2001 - January 2006
Financial Planning Association   2001 - 2006

Skills
Budgets, Negotiation, Public Speaking, Web Site Production, Workshop Facilitation, Event Planning, Event Management, Training, Logistics, Strategic Planning, Time Management, Leadership, Marketing Communications, Advertising, Marketing Strategy, Public Relations, Management, Non-profits, Sponsorship, Fundraising, Meeting Planning, Customer Service, Nonprofits, Hotels, Sales, Trade Shows, Corporate Events, Association Management

Education
Florida State University   1998 — 2000

AFFILIATIONS Florida State University
Bachelor, Science · Recreation and Leisure Services Administration · Special Events

Jonathan Sprague Jonathan Sprague Washington D.C. Metro Area Details
Jonathan Sprague's Financial Planning Association Experience January 2005 - December 2009
Job Communication and financial planning professional
Industry Financial Services
Experience
Financial Planning Association   January 2005 - December 2009
JKS Creative   2003 - 2005
Fortune Magazine  2002 - 2003
Asiaweek Magazine   1997 - 2002
Reuters  1990 - 1997

Education
HKUST Business School   1998 — 1998
Diploma, Management

Columbia University - Graduate School of Journalism   1989 — 1990
MS

Cornell University   1980 — 1983
BA, Music and English

Taipei American School   1973 — 1979

Erica Spencer Erica Spencer Greater Denver Area Details
Erica Spencer's Financial Planning Association Experience June 2011 - February 2013
Job Account and Project Director at akavit
Industry Internet
Experience
akavit  February 2013 - Present
Financial Planning Association   June 2011 - February 2013
Rocky Mountain Health Plans  August 2007 - June 2011
texturemedia  November 2005 - August 2007
Intellinet Interactive   April 2004 - September 2005
Art Institute of Colorado  May 2001 - December 2003
Bell Labs, Lucent Technologies  1998 - 2001

Skills
Digital Marketing, Web Project Management, Digital Strategy, User Experience, Web Analytics, SEO, SEM, CSS, Integrated Marketing, Social Media, Online Marketing, Online Advertising, Email Marketing, Information Architecture, Web Development, Google Analytics, E-commerce, Content Management, Interactive Marketing, Mobile Marketing, Mobile Applications, Google Adwords, User Interface Design, CMS, PPC, Social Media Marketing, Digital Media, Creative Direction, Brand Development, Management, Project Management, Marketing Communications

Education
Art Institute of Colorado   2000 — 2003
BA, Multimedia and Web Design

Clara Lipson Clara Lipson Greater New York City Area Details
Clara Lipson's Financial Planning Association Experience March 2002 - June 2006
Job Founder, AboutMicrofinance.com
Industry Nonprofit Organization Management
Experience
AboutMicrofinance   January 2010 - Present
Microfinance Club of New York   2006 - Present
WAM-NY   January 2008 - 2011
The New Start Fund   March 2008 - December 2008
Financial Planning Association   March 2002 - June 2006

Skills
Non-profits, International..., Microfinance, Business Development, Research, Strategic Planning, Grants, Financial Analysis, Start-ups, Access, Management, Emerging Markets, Marketing, Public Speaking, Program Management, Due Diligence, Management Consulting, Strategic Financial..., Investments, Financial Services, Nonprofits, Philanthropy, Leadership, Training, Social Entrepreneurship, Social Media, Grant Writing, Event Planning, Market Assessments, Estate Planning, Portfolio Management, Fundraising, Entrepreneurship, Budgets, Strategy

Education
City University of New York-Brooklyn College   1973 — 1976
BA, MA, Art History and Anthropology

Robert Neill Robert Neill Washington D.C. Metro Area Details
Robert Neill's Financial Planning Association Experience February 2006 - October 2007
Job Senior Director, International and Government Relations at American Council of Life Insurers
Industry Government Relations
Experience
American Council of Life Insurers  July 2014 - Present
Government Relations Attorney   February 2014 - July 2014
U.S. Treasury Department   October 2012 - November 2013
ACLI  October 2008 - September 2012
American Council of Life Insurers  October 2007 - January 2011
Financial Planning Association   February 2006 - October 2007
Colorado Victory 2004 (Kerry Edwards 2004)   2004 - 2004
Colorado General Assembly  1998 - 1999

Skills
Legislative Relations, Fundraising, Insurance, Legal Research, Public Policy, Legal Writing, Legislation, Policy Analysis, Non-profits, Public Speaking, Strategic Communications, Political Campaigns, Financial Regulation, Policy, Politics, Government, Federal Government..., Nonprofits

Education
Auburn University   1989 — 1993

Holly Gillian Kindel Holly Gillian Kindel San Francisco Bay Area Details
Holly Gillian Kindel's Financial Planning Association Experience January 2005 - July 2011
Job Wealth Manager, Educator and Change Agent
Industry Financial Services
Experience
Mosaic Financial Partners  February 2000 - Present
Delphi Coaching LLC   January 2007 - Present
Golden Gate University  January 2006 - January 2012
Financial Planning Association   January 2005 - July 2011

Skills
Public Speaking, Personal Finance, Retirement Planning, Wealth Management, Coaching, Teaching, Mentoring, Leadership Development, Risk Management, Strategic Financial..., Visionary Thinking, Experienced Change Agent, Financial Advisory, Estate Planning, Personal Financial..., Investment Advisory, Wealth, Leadership, Personal Development, Training, Financial Planning

Education
San Francisco State University   1990 — 1993
MA, Cinema Studies

Scripps College   1985 — 1989
Philosophy, Humanities Honors

Tara L. Scottino, CFP Tara L. Scottino, CFP Dallas, Texas Details
Tara L. Scottino, CFP's Financial Planning Association Experience January 2011 - December 2013
Job Vice President/Senior Wealth Manager at True North Advisors
Industry Financial Services
Experience
True North Advisors  November 2014 - Present
Foundation For Financial Planning   2008 - Present
The Leukemia & Lymphoma Society  May 2007 - Present
Financial Planning Association - Dallas/Forth Worth   2000 - Present
Carter Financial Management  December 2007 - October 2014
Financial Planning Association   January 2011 - December 2013
The Capital Chart Room   February 2006 - November 2007
Carter Financial Management  June 2002 - January 2006

Skills
Retirement Planning, Employee Benefits, Securities, Personal Finance, Wealth Management, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Leadership, Estate Planning, FINRA, Strategic Financial..., Retirement, Investment Advisory, Finance, Financial Planners, Financial Planning, Mutual Funds, Series 7, Wealth

Education
Texas A&M University   1995 — 1997
Bachelor's degree

Tarleton State University   1993 — 1994

Shawn Peterka Shawn Peterka Greater Denver Area Details
Shawn Peterka's Financial Planning Association Experience April 2004 - January 2009
Job Association Manager MHSHRM and COSHRM, managed by Meeting Expectations
Industry Marketing and Advertising
Experience
Meeting Expectations  May 2015 - Present
Meeting Expectations  June 2013 - Present
Financial Planning Association   April 2004 - January 2009
Colorado Department of Public Health and Environment Water Quality Control Division   February 2002 - October 2002
Wild Women, Inc d.b.a Lemon Sisters Market   April 1999 - August 2002

Skills
Marketing Communications, Marketing, Management, Email Marketing, Copywriting, Marketing Strategy, Integrated Marketing, Public Relations, Event Planning, Newsletters, Account Management, Social Media Marketing, Online Marketing, Brand Management, Strategy, Press Releases, Business Development, Strategic Planning, Corporate Communications

Education
Mountain States Employers Council   2007 — 2007
N/A, Effective Project Management I

Lynchburg College   1986 — 1991
BA, Applied Communications

Deena Katz Deena Katz Lubbock, Texas Area Details
Deena Katz's Financial Planning Association Experience 1986 - Present
Job Associate Professor at Texas Tech University
Industry Financial Services
Experience
Evensky & Katz/Foldes FInancial   June 2014 - Present
Texas Tech University  November 2005 - Present
DKHE, Inc   January 1995 - Present
Evensky & Katz  April 1988 - Present
Financial Planning Association   1986 - Present
Schwab Institutional  1992 - 2010
FPA  2007 - 2009
Evensky & Katz  April 1988 - January 2005
Katz Realty and Investment Corporation   January 1975 - May 1988

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Investments, Retirement, Financial Planners, Asset Allocation, Financial Advisory, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Personal Finance, Mutual Funds, 401k, Wealth, Public Speaking, Series 7, Securities, Financial Services, Insurance, Personal Financial..., Employee Benefits, IRAs, ETFs, Hedge Funds, Options, Long-term Care, Equities, Finance, Financial Analysis, Coaching, Life Insurance, Asset Management, Money, Alternative Investments, Fixed Annuities, Series 63, Risk Management, Wealth Management..., Pensions, Financial Planning

Education
Adrian College   2001 — 2001
LHD, Liberal Arts and Sciences, General Studies and Humanities

Adrian College   1971 — 1974
BA, English, Education

Cal Brown Cal Brown Washington D.C. Metro Area Details
Cal Brown's Financial Planning Association Experience 2009 - 2009
Job Financial Advisor to Business Owners, Professionals, Retirees, and AlmostRetired. Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management  July 2012 - Present
American University  June 2010 - Present
The Monitor Group, Inc.   October 2000 - June 2012
Financial Planning Association   2009 - 2009
Self-Employed Registered Investment Advisor   April 1991 - September 2000
State Mutual Companies   May 1985 - April 1991

Education
American University - Kogod School of Business   2003 — 2007
M.S.T., Taxation

University of Arkansas   1971 — 1975
B.S.B.A., Marketing & Transportation

Shahram Alizadeh Shahram Alizadeh Greater Denver Area Details
Shahram Alizadeh's Financial Planning Association Experience 2011 - Present
Job Director of Application Development and Deployment at Financial Planning Association
Industry Financial Services
Experience
Financial Planning Association   2011 - Present
SunAmerica Financial   August 2003 - April 2009
QUOVADX INC  January 2001 - January 2002
eLoyalty  January 1999 - January 2001
ERNST & YOUNG LLP  January 1997 - January 1999
AMERICAN MANAGEMENT SYSTEMS  January 1991 - January 1997

Skills
Project Portfolio..., Program Management, Integration, Project Management, Risk Management, Vendor Management, Cross-functional Team..., Project Planning, Agile Methodologies, Governance, Management, PMO, Leadership, Requirements Gathering, Business Analysis, SDLC, Testing, PMP, IT Management, Software Development

Education
Birkbeck, University of London
BA Honors, Philosophy

Willesden College
Associated Degree, Mathematics, Statistics and Computing

Lisa St.Claire Lisa St.Claire San Francisco Bay Area Details
Lisa St.Claire's Financial Planning Association Experience 2005 - 2011
Job Founding Director at Arena Financial LLC
Industry Financial Services
Experience
Arena Financial LLC   December 2014 - Present
North Berkeley Investment Partners  November 2013 - December 2014
The Humphreys Group   October 2002 - December 2012
Financial Planning Association   2005 - 2011
Malgoire Drucker Inc   June 1992 - 1996
Academic Travel Abroad  July 1990 - July 1992

Skills
Portfolio Management, Retirement Planning, Estate Planning, Strategic Planning, Financial Planning, Investments, Asset Management, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Equities, Mutual Funds

Education
Georgetown University   1987 — 1990
BS, French, minor in Philosophy

Franklin University Switzerland   1985 — 1987
AA

Cap Clegg Cap Clegg Columbus, Ohio Area Details
Cap Clegg's Financial Planning Association Experience January 1980 - Present
Job Financial Planner at Columbus Financial Concepts
Industry Financial Services
Experience
Wedgewood CC   July 2012 - Present
Vista Community Church  February 2009 - Present
Leadership Dublin   June 2007 - Present
Worthington Estate Planning Council   January 2000 - Present
Scioto Valley Rugby Football Club   January 1985 - Present
Columbus Financial Concepts   1985 - Present
Columbus Financial Concepts   January 1980 - Present
Society of Financial Professionals   January 1980 - Present
Financial Planning Association   January 1980 - Present
Montaña de Luz   July 2009 - August 2010

Skills
Estate Planning, Strategic Planning, 401k, Small Business, Strategic Financial..., Mergers, Wealth Management, New Business Development, Retirement, Public Speaking, Mutual Funds, Fundraising, Business Strategy, Estate Law, Negotiation, Asset Managment, Corporate Communications, Retirement Planning, Estate Administration

Education
Leadership Dublin   1998 — 1999

Ohio Northern University   1977 — 1980
JD, law

Rocky Mtn College   1975 — 1977

American College
CLU

American College
ChFC

Troy E. Jones Troy E. Jones Oklahoma City, Oklahoma Area Details
Troy E. Jones's Financial Planning Association Experience 1986 - Present
Job CEO at Access Financial Resources, Inc.
Industry Financial Services
Experience
Access Financial Resources, Inc.   November 1991 - Present
Access Financial Resources, Inc.   November 1991 - Present
Financial Planning Association   1986 - Present
N. A. Beagle and Associates, Inc.   May 1982 - November 1991

Skills
Certified Financial..., 401k, Retirement Planning, Wealth Management..., Small Business, Financial Advisory, Insurance, Financial Planners, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Advisory, Long-term Care, Mutual Funds, Investment Management, Personal Finance, Estate Planning, Wealth, Investments, Fixed Annuities, Wealth Management, Retirement, Investment Strategies, Finance, Personal Financial..., Asset Management, Wealth Accumulation, Pensions, Trusts, Securities, Money, Life Coaching, Financial Services, High Net Worth..., Financial Planning

Education
Oklahoma City University   1990 — 1994
Bachelor's degree, Business Administration and Management, General

Karin Harms Phillips Karin Harms Phillips Greater Denver Area Details
Karin Harms Phillips's Financial Planning Association Experience January 2013 - September 2013
Job Director at The Private Company
Industry Financial Services
Experience
The Private Company, Ltd.   January 2015 - Present
Accelaway   October 2014 - Present
John Madden Company  September 2013 - October 2014
Financial Planning Association   January 2013 - September 2013
Thompson Creek Metals Company  January 2010 - December 2012
MillerCoors  February 2008 - May 2009
MillerCoors  August 2004 - February 2008
MillerCoors  July 2003 - August 2004
Arrow Electronics  January 2001 - July 2003
Arthur Andersen  May 1998 - November 2000

Skills
Forecasting, Financial Reporting, Business Process..., Sarbanes-Oxley Act, Budgets, Financial Analysis, Hyperion Enterprise, Variance Analysis, Sales Process, Sales Operations, SAP, Financial Accounting, Sarbanes-Oxley, Food & Beverage, Mining, Analysis, Accounting, Finance, Auditing, Account Reconciliation

Education
Purdue University - Krannert School of Management   1995 — 1998
Bachelors of Science in Accounting - Major; International Business - Minor

Shannon Clark, CFP® Shannon Clark, CFP® Greater Minneapolis-St. Paul Area Details
Shannon Clark, CFP®'s Financial Planning Association Experience 2006 - 2008
Job Financial Planner at Wilkerson Resource Advisors LLC
Industry Financial Services
Experience
Wilkerson Resource Advisors LLC   October 2015 - Present
Catalyst Consulting Solutions   May 2005 - Present
Financial Planning Association   2006 - 2008

Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Leadership, Customer Service, Microsoft Excel, Portfolio Management, Mutual Funds, Microsoft Office, Financial Advisory, Estate Planning, Financial Planners, Strategic Financial..., Asset Management, Project Management, Strategy, Retirement, Research, Strategic Planning, Integration, Fixed Annuities, Securities, Financial Services, Asset Allocation, Change Management, Team Leadership, Small Business

Education
Carleton College   1990 — 1994
BS, Psychology

Carleton College   1990 — 1994
Bachelor's degree, Psychology

David A. Cohen David A. Cohen Washington D.C. Metro Area Details
David A. Cohen's Financial Planning Association Experience April 2008 - November 2012
Job AttorneyAdvisor at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission  March 2013 - Present
Financial Planning Association   April 2008 - November 2012
Wisconsin Department of Financial Institutions, Division of Securities   January 1990 - March 2008
McBurney, Wyngaard, Wilson, Raymond & Soglin   January 1989 - December 1989

Skills
Securities, Policy, Public Policy, Enforcement, Government Relations, Lobbying, Government Advocacy, Non-profits, Financial Services, Finance, Policy Analysis, Management, Nonprofits, Corporate Governance, FINRA, Analysis, Securities Regulation, Legal Research, Litigation, Legal Writing

Education
Boston University School of Law
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law

University of Pennsylvania - The Wharton School
Bachelor's degree, Economics, Political Science

Erin Barnes Erin Barnes Henderson, Colorado Details
Erin Barnes's Financial Planning Association Experience September 2008 - March 2009
Job Account Executive Assistant at DPI Specialty Foods
Industry Logistics and Supply Chain
Experience
DPI Specialty Foods  June 2014 - Present
The BARS Program   June 2010 - June 2014
Wright Group Event Services   March 2009 - December 2009
FINANCIAL PLANNING ASSOCIATION®  September 2008 - March 2009
Arapahoe House  October 2008 - January 2009
American Red Cross  May 2008 - August 2008
Soaring Eagle Resort   February 2007 - August 2008

Skills
Labor Management, Vendor Relationships, Vendor Management, Microsoft Office, Customer Satisfaction, Telephone Skills, Sales, Event Planning, Time Management, Newsletters, Leadership, Customer Service, Management, PowerPoint, Competitive Analysis, Community Outreach, Project Planning, Sponsorship, Program Management, Direct Mail

Education
Central Michigan University   2004 — 2008
Bachelors of Applied Arts, Integrative Public Relations; Event Planning

Central Michigan University

Ashley Woodhouse Ashley Woodhouse Greater Denver Area Details
Ashley Woodhouse's Financial Planning Association Experience November 2004 - July 2010
Job Project/Meeting Coordinator at University of Colorado Hospital
Industry Program Development
Experience
University of Colorado Hospital  November 2013 - Present
National Jewish Health  September 2011 - November 2013
EDUCAUSE  July 2010 - September 2011
Financial Planning Association   November 2004 - July 2010
Financial Planning Association   November 2004 - August 2008
Kindred Healthcare  February 2000 - November 2004

Skills
Marketing Communications, Social Media Marketing, Non-profits, Event Planning, Budgets, Social Media, Research

Education
Regis University   2004 — 2007
Bachelor's, Business Administration, Finance

Jim Almand Jim Almand Alpharetta, Georgia Details
Jim Almand's Financial Planning Association Experience January 2010 - January 2010
Job Commercial Sales Specialist at Lowe's Home Improvement
Industry Building Materials
Experience
Lowe's Home Improvement  December 2011 - Present
Lowe's Home Improvement  January 2011 - December 2011
Lowe's Home Improvement  February 2010 - December 2010
Lowe's Home Improvement  April 2009 - July 2010
FINANCIAL PLANNING ASSOCIATION   January 2010 - January 2010
Eddie Bauer  November 2008 - April 2009
True Pump & Equipment Inc.   July 2004 - September 2008
Earth Products  May 1997 - June 2004
Eddie Bauer  July 1995 - May 1997
Eddie Bauer  November 1994 - July 1995

Skills
Sales Management, Sales Support, Building Customer..., Customer Service, Staff Supervision, Leadership, Retail, Inventory Management, Loss Prevention, Sales, Store Management, Customer Satisfaction, Marketing Strategy, Management, Cold Calling, New Business Development

Education
Dekalb Community College   1991 — 1993
Associates, Business Administration

North Georgia College   1989 — 1991

Angela Granata AEP®, CFP® Angela Granata AEP®, CFP® Toledo, Ohio Area Details
Angela Granata AEP®, CFP®'s Financial Planning Association Experience 2007 - 2009
Job Key Private Bank
Industry Financial Services
Experience
KeyBank  May 2002 - Present
Girl Scouts of Western Ohio  January 2013 - Present
University of Toledo Women In Philanthropy   2011 - Present
Military Family Life Counselor   June 2006 - Present
Society of Financial Service Professionals  January 2014 - Present
Toledo Estate Planning Council   January 2002 - Present
Key Bank  January 2009 - December 2013
Financial Planning Association   2007 - 2009

Skills
Wealth Management, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Asset Allocation, Financial Advisory, Investment Advisory, Strategy, Finance, Portfolio Management, Wealth Management..., Asset Management, Investment Management, Investments, Wealth, Investment Strategies, Series 7, High Net Worth..., Private Banking, Financial Risk, Mutual Funds, Financial Planning

Education
University of Toledo
Business, Management, Marketing, and Related Support Services

Spring Arbor University
Bachelor's degree, Business Administration and Management, General

College for Financial Planning
Financial Planning and Services

Shunya Stafford Shunya Stafford Greater Atlanta Area Details
Shunya Stafford's Financial Planning Association Experience 1998 - 2004
Job Clinical Informatics Assistant
Industry Hospital & Health Care
Experience
Emory-Adventist Hospital  March 2011 - Present
Total Benefit Communications  January 2005 - March 2011
Financial Planning Association   1998 - 2004

Skills
Recruiting, Employee Relations, Employee Benefits, Human Resources, Customer Service, Healthcare, Management, Process Improvement, Training

Education
DeVry Institute of Technology   1991 — 1994
BS, Computer Information Systems

Anna G. Anna G. Greater Denver Area Details
Anna G.'s Financial Planning Association Experience July 2011 - April 2012
Job Business Analyst and Quality Assurance
Industry Information Technology and Services
Experience
Financial Planning Association   July 2011 - April 2012
Financial Planning Association   May 2006 - November 2011
Financial Planning Association   February 2010 - July 2011
Financial Planning Association   2008 - 2010
Financial Planning Association   May 2006 - 2008
Financial Planning Association   2006 - 2006

Education
Colorado State University   1999 — 2004
Bachelors Degree, Business Administration

Maeva Troup Maeva Troup Portland, Oregon Area Details
Maeva Troup's Financial Planning Association Experience 2009 - Present
Job Stock Photography at Dreamstime
Industry Information Technology and Services
Experience
Dreamstime  July 2012 - Present
Financial Planning Association   2009 - Present
Mainlander   2006 - Present
Dove Lewis   2015 - 2015
Montarosa   August 2006 - December 2014
FPA Pro Bono   2008 - 2010
Secure Net Connect   2008 - 2009
AMCC  1998 - 2004
3 Com  1994 - August 1997

Skills
Photography, Integrity, Information Security, Strategic Financial..., TCP/IP, System Administration, Financial Reporting, Stock Market, Project Management, Stocks, Data Center, High Availability, Solaris, Finance, Budgets, Negotiation, Cloud Computing, Customer Service, Training, Program Management, Unix, Team Leadership, Leadership, Linux, Marketing, Strategic Planning, Management

Education
Coursera   2015 — 2015

California State University-San Marcos   2004 — 2005
BA with minor in Business, Teacher Credential 5th Year

California State University San Marcos   1990 — 1993
BA, Business, Liberal Arts

Coursera

BARRY E. RABINOWITZ, MBA,CFP, EA BARRY E. RABINOWITZ, MBA,CFP, EA Miami/Fort Lauderdale Area Details
BARRY E. RABINOWITZ, MBA,CFP, EA's Financial Planning Association Experience 1990 - Present
Job Retirement Income Specialist.
Industry Financial Services
Experience
BER FINANCIAL GROUP LLC   January 2004 - Present
Financial Planning Association   1990 - Present
FPA Pro Bono Planning for Veterans in Florida   January 2013 - August 2013
Financial Industry Regulatory Authority  January 2002 - January 2013

Skills
Strategic Financial..., Retirement, Retirement Planning, Portfolio Management, Financial Advisory, Insurance, Tax, Bonds, Investment Management, High Net Worth..., Certified Financial..., Asset Allocation, Personal Financial..., Investments, Finance, Investment Advisory, ETFs, Wealth, Wealth Management, Investment Strategies, Mutual Funds, 401k, Asset Management, Long Term Care Insurance, 401k Rollovers, Wealth Management..., Series 7, Securities, FINRA, 529 Plans, Fixed Annuities, Personal Finance, Financial Planners, Pensions, Series 63, Alternative Investments, Series 65, Series 24, Estate Planning, Financial Planning

Education
College for Financial Planning   1987 — 1988
CFP, Financial Planning

Baruch College, City University of New York (CUNY)   1970 — 1973
MBA, Finance and Investments

IRS Enrolled Agent
Degree in individual, partnership and fiduciary taxation

Duane Thompson, AIFA Duane Thompson, AIFA Washington D.C. Metro Area Details
Duane Thompson, AIFA's Financial Planning Association Experience May 1995 - September 2009
Job President, Potomac Strategies LLC
Industry Government Relations
Experience
fi360  November 2010 - Present
Potomac Strategies LLC   October 2009 - Present
Financial Planning Association   May 1995 - September 2009
FPA  2005 - 2009
Financial Planning Association (FPA)   1995 - 2009
International Franchise Association  1989 - 1993

Skills
Fiduciary Expert..., Fiduciary Consulting..., Government Relations, Public Relations Crisis..., Speech and Public..., Strategic Planning, Public Policy, Public Relations, Management, Strategic Communications, Media Relations, Public Speaking, Journalism, Association Management, Corporate Communications, 401k, Nonprofits, Asset Allocation

Education
University of Missouri-Columbia   1980 — 1981
M.A., Journalism

Principia College   1972 — 1976
B.A., History, Studio Art

Ann Daeke Ann Daeke Greater Atlanta Area Details
Ann Daeke's Financial Planning Association Experience 2000 - 2004
Job NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
American Association of Occupational Health Nurses, Inc.   June 2005 - June 2009
Financial Planning Association   2000 - 2004

Education
Mercer University - Stetson School of Business and Economics   1983 — 1985
MBA, Marketing and Member/Customer Support

Tongie Crockett Tongie Crockett Charlotte, North Carolina Details
Tongie Crockett's Financial Planning Association Experience January 2012 - January 2013
Job Benefit Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt  September 2013 - Present
JP Morgan/Corestaff   December 2011 - Present
Kelly Educational Service   January 2010 - Present
Financial Planning Association   January 2012 - January 2013
Coldwell Banker & Allen Tate Builder Services, Inc   January 2002 - January 2004
Cigna Healthcare-Northeast Managed Care   January 1998 - January 1999
State Farm Insurance - SC Auto Policy   January 1993 - January 1997
Barnett Bank of Jacksonville  January 1990 - January 1993

Skills
Customer Service, Leadership, CRM, Analysis, Program Management, Budgets, Sales, Finance, Data Entry, Policy, Loans, Real Estate, Credit, Employee Benefits, Teamwork, Call Centers, Retail, Conflict Resolution, Legal Writing, Mortgage Banking, Proofreading, Investments, Healthcare

Education
Iowa State University   2011 — 2014
Master's Degree, Family Consumer Science: Family Financial Planning

Iowa State University
Bachelor of Science, Finance, Housing and Policy, 3.41

Cody Finch Cody Finch Greater Denver Area Details
Cody Finch's Financial Planning Association Experience Member Services AdvocateFinancial Planning AssociationApril 2010 - Present
Job Member Services Advocate at Financial Planning Association
Industry Financial Services
Experience
Financial Planning Association   Member Services AdvocateFinancial Planning AssociationApril 2010 - Present

Education
Community College of Denver   2009 — 2011

Joette Cross Joette Cross Greater Denver Area Details
Joette Cross's Financial Planning Association Experience October 2005 - November 2012
Job Director, Event Management at FCC Services
Industry Financial Services
Experience
FCC Services  November 2012 - Present
Financial Planning Association   October 2005 - November 2012
Associated Landscape Contractors of Colorado  June 2003 - October 2005
Society for Mining, Metallurgy & Exploration   December 1991 - April 2003
Resource Center for Associations   October 1990 - December 1991
American Water Works Association  July 1984 - October 1990
McCormick Center Hotel   September 1976 - December 1983

Skills
Event Management, Large-scale Event..., Conference Services, Meeting Planning, Large Scale Events, Event Planning, Nonprofits, Management, Negotiation, Contract Negotiation, Program Management, Sales, Trade Shows, Budgets

Education
Metro State College

George Washington High School

Metropolitan State University of Denver

Theresa Jennings Theresa Jennings Greater Denver Area Details
Theresa Jennings's Financial Planning Association Experience May 2011 - April 2014
Job Communications and Marketing Coordinator at St. Vrain Valley School District
Industry Public Relations and Communications
Experience
St. Vrain Valley School District  April 2014 - Present
Financial Planning Association   May 2011 - April 2014
Denver Rescue Mission  January 2011 - May 2011
Denver Metropolitan Affiliate of Susan G. Komen for the Cure   August 2010 - December 2010
Concepts Furniture and Accessories   August 2003 - May 2005

Skills
Press Releases, Public Relations, Social Media, Marketing, Strategic Communications, Community Outreach, Social Media Marketing, Project Management, Newsletters, Media Relations, Google Analytics, WordPress, Crisis Communications

Education
Professional Development   2013 — 2013
Social Media

University of Colorado Denver   2008 — 2010
MA, Communication Management & Public Relations

Minnesota State University, Mankato   1998 — 2003
BS, Interior Design and Marketing

Raymond Rowntree Raymond Rowntree Portland, Oregon Area Details
Raymond Rowntree's Financial Planning Association Experience 2000 - 2011
Job Owner, Rowntree Tax Consulting LLC
Industry Accounting
Experience
Rowntree Tax Consulting LLC   January 2009 - Present
Financial Planning Association   2000 - 2011
Financial Planning Association   2000 - 2011
Financial Planning Association of Oregon & SW WA   2004 - 2010

Education
California Polytechnic State University-San Luis Obispo   1981 — 1985
BS, Business

Angela J Lopez, M.Ed. Angela J Lopez, M.Ed. Denver, Colorado Details
Angela J Lopez, M.Ed.'s Financial Planning Association Experience May 2001 - July 2004
Job Science Teacher and Athletics Coach at Cherry Creek Schools, PADI Divemaster and Discover Scuba Dive Leader
Industry Primary/Secondary Education
Experience
Cherry Creek Schools  July 2012 - Present
Makana O Kauai Private Scuba Adventures   June 2014 - July 2014
West Corporation  August 2011 - May 2012
Hawaii State Department of Education, Chiefess Kamakahelei Middle School   July 2005 - July 2011
Wasabi Design   July 2004 - July 2005
Financial Planning Association   May 2001 - July 2004

Skills
Classroom, Curriculum Design, Teaching, Team Building, Educational Technology, Assessment Development, Coaching, Staff Development, ADDIE, Leadership, Scuba Diving, Oceanography, Coral Reefs, Marine Biology, Fish, Marine Ecology, Experiential Learning, Environmental Awareness, Environmental Science, Science, Environmental Education, Science Outreach, Team Leadership, Grant Review, Project Planning, Teaching and Mentoring, Grants Administration, Project Implementation, Classroom Facilitation, Coaching and Mentoring, Building Relationships, Teaching Experience, Critical Thinking, Problem Solving, Teacher Training, Training Delivery, Grant Writing, Job Aids, Training and Development, AVID Core Teacher and..., STEM

Education
University of Hawaii at Manoa   2005 — 2010
Masters of Education, Curriculum Studies

Black Hills State University   1992 — 1995
Bachelor of Science (B.S.), Elementary Education with Coaching Minor

Northern Wyoming Community College District (Sheridan College)   1990 — 1992
Associate of Arts, Elementary Education with Coaching Minor

Garner Cox Garner Cox Marietta, Georgia Details
Garner Cox's Financial Planning Association Experience September 1999 - April 2003
Job Customer Service Field Investigator at METRO Atlanta Radpid Transit Authority
Industry Transportation/Trucking/Railroad
Experience
METRO Atlanta Radpid Transit Authority   July 2005 - Present
Financial Planning Association   September 1999 - April 2003

Education
Kansas City Kansas Community College

University of Phoenix

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