HD Vest Investment Services SM
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HD Vest Investment Services SM Employees
HD Vest Investment Services SM January 1986 - Present
Alan R Piehl CPA PC January 1979 - Present
Skills
Financial Analysis, Tax, Tax Preparation, Retirement Planning, Financial Planners, Strategic Financial..., Securities, Financial Planning, Estate Planning, Finance, Wealth Management, CPA
Education
University of Denver - Daniels College of Business 1966 — 1970
BSBA, Accounting
HD Vest Investment Services SM October 2012 - Present
Wood & Associates Tax and Wealth Management LLC January 2009 - Present
Cambridge Investment Research, Inc. January 2009 - September 2012
AXA Advisors, LLC 2006 - 2009
The Grillo Companies 2001 - 2006
First American Title Insurance Company 1982 - 2001
Hunters Creek Homes, Inc. 1989 - 1994
Deloitte & Touche 1979 - 1982
Skills
Small Business, Life Insurance, Wealth Management, Accounting, Real Estate, Personal Tax Planning, Independent Financial..., Wealth Accumulation..., Investments, Creative Problem Solving, College Savings Plans, Helping Clients, Building Relationships, CPA, Retirement Planning, Comprehensive Financial..., Estate and Trust..., Portfolio Assessment, Wealth Preservation, Wealth Succession, Fixed and Variable...
Education
University of Michigan-Dearborn 1974 — 1978
BBA, Accounting & Finance
Lighthouse Wealth Advisors, Ltd February 2013 - Present
HD Vest Investment Services SM July 2009 - Present
Kelsey Hyman, CPA November 2005 - Present
Skills
Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, CPA, Tax Preparation, Small Business, IRAs, 401k Rollovers, 401k, Estate Planning, Investments, Asset Allocation, Independent Financial..., Mutual Funds, Variable Annuities, Insurance, Personal Finance, Tax, Series 7, Series 63, Series 65, Securities, Fixed Annuities, PFS, Financial Analysis, Retirement
Education
University of Rhode Island 1968 — 1972
Bachelor of Science, Mathematics
Bentley University
Accounting
Bryant University
Taxation
HD Vest Investment Services SM June 2008 - Present
Hargrave & Associates, LLC May 2007 - May 2009
WILDEN® 2004 - 2008
Skills
Retirement Planning, Cash Flow, Debt Management, Personal Tax Planning, Life Insurance, Business Planning, College Savings Plans, Strategic Financial..., Investments, Retirement, Portfolio Management, Financial Services, Tax, Risk Management, Personal Finance, Tax Preparation, Financial Goals, Investment Advisory, IRAs, Wealth Management, Mutual Funds, 401k, Asset Allocation, 401k Rollovers, Saving for Education, 529 Plans, Long Term Care Insurance, Series 6, Retirement Plan..., Investment Management, Wealth Accumulation, Roth IRA
Education
California State University-San Bernardino 2015 — 2019
Bachelor of Science (B.S.), Business Administration, Financial Planning
Boston Institute of Finance 2008 — 2009
Completed Certification Education Courses, CFP Certification Education
Murrieta Valley High School 1997 — 2001
High School Diploma
HD Vest Investment Services SM November 1991 - Present
Morris Planning Associates, Inc 1987 - Present
Exxon Research & Engineering 1976 - 1986
Procter & Gamble 1975 - 1976
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Series 6, Wealth Management, Investments, Series 7, Investment Advisory, Life Insurance, Long Term Care Insurance, Small Business..., Fixed Annuities, Variable Annuities, Bonds, IRAs
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1984
MBA, Finance
Worcester Polytechnic Institute 1971 — 1975
BSCE, Civil Engineering
HD Vest Investment Services SM October 2014 - Present
Gates Tax & Accounting Services January 1992 - Present
Prudential Financial June 2014 - September 2014
TD September 2013 - April 2014
Flagstar Bank January 2012 - September 2013
Credit Acceptance October 2003 - September 2011
Skills
Finance, Credit, Management, Financial Analysis, Customer Service, Loans, Credit Analysis, Leadership, QuickBooks, Accounting, Risk Management, Training, Credit Risk, Underwriting, Financial Risk, Subprime, Problem Solving
Education
Walsh College of Accountancy and Business Administration 2012 — 2017
Pursuing MBA, Accounting and Business/Management
University of Detroit Mercy 1987 — 1995
B.S, Accounting
HD Vest Investment Services SM 2002 - Present
SCHWENDIMAN SUTTON & SIMMONS PLLC January 1980 - Present
Education
Brigham Young University 1977 — 1979
Deborah Mininger Income Tax & Financial Services LLC January 1980 - Present
HD Vest Investment Services SM 1992 - 2014
Bucks County Bank & Trust Company Perkasie PA June 1973 - June 1978
Skills
Estate Planning, Retirement Planning, Small Business, Insurance, Wealth Management, Event Planning, Investments, Retirement, Fixed Annuities, Mutual Funds
Education
Bucks County Community College
Accounting
Quakertown Comm School
Business
HD Vest Investment Services SM September 2009 - Present
JK Edwards & Company January 2002 - Present
McGladrey January 2003 - January 2007
Department of Administrative Services January 1998 - January 2001
Skills
US GAAP, GAAS, FASB, GASB, IFIRS, SOX, GAS
Education
Morris Brown College
LICENSING; Bachelor’s, Business Administration; Accounting
Cooper High School 1989 — 1993
Marcus Tubman Financial Services, LLC November 2014 - Present
HD Vest Investment Services SM November 2014 - Present
Zeiders Enterprises, Inc. August 2014 - Present
Fifth Third Bank May 2013 - March 2014
Edward Jones July 2012 - February 2013
VALIC September 2011 - June 2012
Chase Bank October 2009 - September 2011
Skills
Wealth Management, Mortgage Lending, Loans, Commercial Lending, Investments, Life Insurance, Leadership, Finance, Small Business Lending, Credit, Strategic Planning, Retirement Planning, Series 7, Consumer Lending, Management, Securities, Financial Services, Public Speaking, Team Building
Education
University of Louisville 1987 — 1993
MBA, Business Administration, Management
The University of Texas at El Paso 1980 — 1983
BBA, Marketing, Management, Business Administration
Columbia Basin College 1979 — 1980
AAS, Business, Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
N/A, Liberal Arts
Elizabeth Nursing Home & Grandview Estates March 2015 - Present
HD Vest Investment Services SM August 1995 - Present
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Risk Management, Securities, Wealth Management, IRAs
Education
Southern Illinois University, Carbondale 1979 — 1980
MS, Ag Business
Illinois State University 2001 — 2001
Risk Management & Assessment