National Association of Personal Financial Advisors
National Association of Personal Financial Advisors is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. Founded: 1983 Type of business: Trade association
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National Association of Personal Financial Advisors Employees
National Association of Personal Financial Advisors July 2013 - Present
Sentergroup, Inc. February 2011 - June 2013
Giving Institute and Giving USA Foundation February 2011 - June 2013
International Nortel Networks User Association August 2008 - February 2011
SmithBucklin August 2006 - February 2011
North-American Interfraternity Conference and Foundation May 2000 - August 2006
Skills
Association Management, Non-profits, Meeting Planning, Fundraising, Strategic Planning, Volunteer Management, Event Management, Social Media, Event Planning, Marketing Communications, Program Development, Social Networking, Non-profit..., Public Speaking, Leadership Development, Nonprofits, Budgets, Project Management, Newsletters, Leadership, Management Consulting, Government, Public Relations, Community Outreach, Marketing, Grant Writing, Strategic Communications
Education
University of Maryland College Park 1995 — 2000
Bachelor of Arts (B.A.), Government and Politics
Indiana University-Purdue University at Indianapolis
Certificate, Fundraising Management
SFMG Wealth Advisors January 2011 - Present
National Association of Personal Financial Advisors December 2013 - Present
SFMG Wealth Advisors January 2009 - January 2011
SFMG Wealth Advisors January 2006 - January 2009
Skills
Finance, Investments, Investment Management, Personal Finance, Wealth Management, Retirement Planning, Financial Planning, Financial Advisory, Wealth, Financial Analysis, Strategy, Wealth Management..., Asset Allocation, Certified Financial..., Investment Strategies, CRM, Asset Management, Employee Benefits, Tax, Project Planning, Insurance, Management
Education
Texas Tech University 2000 — 2005
Bachelor of Science (B.S.), Personal Financial Planning
National Association of Personal Financial Advisors 2008 - Present
Pocono Record November 2007 - Present
Baehr Family Financial, LLC September 2007 - Present
New England Financial 2003 - 2007
College Hill Tax 2003 - 2007
H&R Block Financial Advisors September 2001 - April 2003
H&R Block January 2001 - September 2001
Education
College of Saint Elizabeth 1985 — 1987
Education
Villanova University 1984 — 1985
Liberal Arts
Bluestem Financial Advisors, LLC September 2011 - Present
National Association of Personal Financial Advisors May 1999 - Present
ACA - Alliance of Cambridge Advisors 1999 - Present
Folk Financial Planning April 1999 - August 2011
University of Wisconsin-Madison August 1994 - May 1998
University of Illinois at Urbana-Champaign August 1991 - July 1994
Oklahoma State University December 1986 - July 1988
Oklahoma State University April 1978 - July 1985
Yale University August 1970 - April 1973
Skills
Retirement, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Wealth Management, Investments, Financial Planners, Investment Advisory, Personal Finance, Wealth, IRAs
Education
University of Illinois at Urbana-Champaign 1988 — 1991
Ph.D., Family and Consumption Economics
Oklahoma State University 1984 — 1986
M.S., Family Economics
University of Illinois at Urbana-Champaign 1965 — 1970
A.B., English, Psychology
Resource Advisory Services March 1985 - Present
National Association of Personal Financial Advisors September 2015 - Present
National Association of Personal Financial Advisors September 2013 - Present
NAPFA Consumer Education Foundation September 2013 - Present
J David Lewis Photography June 1970 - Present
Foothills Land Conservancy May 2013 - March 2014
Various Community Banks 1970 - 1983
Skills
Investments, Financial Advisory, Retirement, Financial Planning, Retirement Planning, Management, Personal Finance, Investment Management, Wealth, Finance
Education
Haslam College of Business at the University of Tennessee 1980 — 1982
MBA, Finance, Management, Human Resources
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
Mercer Advisors December 2014 - Present
Houston Estate and Financial Forum 1992 - April 2015
Gainer Donnelly Wealth Advisors LLC July 2013 - November 2014
USAA Wealth Management February 2011 - June 2013
National Association of Personal Financial Advisors 2007 - February 2012
Interactive Capital Management September 1991 - February 2011
Interactive Capital Management 1991 - February 2011
American Association of Individual Investors 1991 - 1998
Curtis A. Smith & Associates August 1980 - September 1991
Institute of Certified Financial Planners 1986 - 1989
Education
College for Financial Planning 1982 — 1984
CFP Designation, Financial Planning
Texas Tech University - Rawls College of Business 1969 — 1974
BBA, Management and Marketing
Clear Creek High School 1966 — 1969
National Association of Personal Financial Advisors January 1974 - Present
Financial Planning Association January 1970 - Present
John E Sestina and Company January 1965 - Present
John E. Sestina and Company January 1965 - Present
Sestina Enterprises Inc 1980 - 2015
Skills
Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Investments, Estate Planning, Personal Finance, Financial Planners, Certified Financial..., Personal Financial..., Wealth, Wealth Management, Pensions, Leadership, Insurance, Investment Advisory, Asset Allocation, Business Analysis, Wealth Management..., 401k, Investment Strategies, Trusts, Asset, Small Business, Finance, IRAs, Employee Benefits, High Net Worth..., Asset Protection, Business Strategy, Management, Asset Management, Fixed Annuities, Life Insurance, Long-term Care, Mutual Funds, Securities, Alternative Investments, Risk Management, Training, Business Intelligence, Series 7, Business Planning, Wealth Accumulation, Savings, Investment Management, Business Process..., Disability Insurance, Bonds
Education
American College, Bryn Mawr 1980 — 1981
MSFS, Financial Services
University of Dayton
BS, Education
National Association of Personal Financial Advisors 2007 - Present
Y.D. Financial Services, Inc. January 1985 - Present
Financial Planning Association 2001 - 2010
Starfire Investment Advisers, Inc. March 2004 - January 2008
Canton Chamber of Commerce 2003 - 2007
Haas Financial Services 2004 - 2004
PricewaterhouseCoopers 2001 - 2002
Arthur Andersen 1997 - 2001
Price Waterhouse 1985 - 1997
Education
Walsh College 1986 — 1990
MST, Taxation
University of Michigan-Dearborn 1980 — 1985
BBA, Accounting
National Association of Personal Financial Advisors November 2012 - Present
Financial Consulate, Inc. January 2012 - Present
Examiner.com September 2010 - October 2012
Carlozo & Company, P.A. July 2011 - September 2011
Blair & Associates, Inc. 2006 - June 2011
Robert Half Finance & Accounting 2005 - 2006
Scripps Networks 2001 - 2003
Independent Consultant 1999 - 2001
T. Rowe Price 1997 - 1999
Education
Eastern Michigan University
Masters Endorsement, Elementary Education
University of Toledo
Bachelor of Education, Secondary Education
Blankinship & Foster, LLC 2002 - Present
National Association of Personal Financial Advisors 2005 - 2008
Sullivan, Bruyette, Speros, & Blayney, Inc. 1994 - 2002
Skills
Wealth Management, Portfolio Management, Personal Finance, Investments, High Net Worth...
Education
San Diego State University-California State University
BS, Finance, 1989
University of London
National Association of Personal Financial Advisors April 2014 - July 2015
Society of Actuaries August 2010 - March 2014
American Hospital Association June 2007 - September 2010
E. Morris Communications June 2006 - June 2007
DePaul University 2001 - 2004
DePaul University August 2002 - April 2003
Skills
Marketing Communications, Integrated Marketing, Data Analysis, Project Management, Advertising, Management, Non-profits, Email Marketing, Marketing Analytics, Association Management, Healthcare, Branding & Identity, Marketing..., Marketing Event Planning, Community Outreach, Strategic Communications, Public Health, Marketing Research, Public Speaking, University Relations, Policy Analysis, Event Planning, Connecting People, Social Media Marketing, Brochure Production, Corporate Websites, Nonprofits, Marketing, Social Media
Education
DePaul University
MS
DePaul University
Bachelor of Arts (B.A.)
Lake Michigan Catholic
Groupon November 2014 - January 2015
Zebra Technologies June 2014 - July 2014
Learning Resources March 2014 - April 2014
Champps Americana August 2010 - February 2014
Illinois Insurance Consultants January 2011 - November 2013
Starbucks June 2007 - August 2010
Dominick’s Fine Foods June 2006 - February 2007
National Association of Personal Financial Advisors February 2006 - February 2007
Tortilla Grill & Cantina August 2005 - February 2006
Skills
Restaurants, Restaurant Management, Food Service, Customer Service, Food & Beverage, Microsoft Office, Microsoft Word, PowerPoint, Hospitality, Time Management, Menu Development, Food, Marketing Communications, Employee Training, Consulting, Editorial, Internet, Interviews, Journalism, Networking, Proofreading, Quality Assurance, Research, Social Media, Typing, Tutoring, Writing, Creative Writing, Compliance, Cashiering, Blogging, AP Style
Education
Columbia College Chicago 2009 — 2011
BFA, Fiction Writing
Columbia College Chicago 2008 — 2010
Bachelor of Fine Arts (B.F.A.), Fiction Writing
College of Lake County 2006 — 2008
Associate's degree, Creative Writing
Financial Planning Association (FPA) July 2013 - Present
National Association of Personal Financial Advisors September 2010 - June 2013
National Association of Personal Financial Advisors August 2005 - September 2010
Perception October 2002 - September 2010
The Scarborough Group, Inc. June 1999 - October 2002
Sigma Alpha Epsilon Fraternity and Foundation November 1996 - August 1999
Swett For U.S. Senate '96 November 1995 - November 1996
Skills
Public Relations, Media Relations, Strategic Communications, Public Speaking, Social Media, Marketing Strategy, Marketing Communications, Corporate Communications, Press Releases, Internal Communications, Blogging, Coaching, Communication Training, Crisis Communications, Publicity, Reputation Management, Spokesperson, Brand Development, Financial Communications, Adobe Creative Suite, WordPress, Newsletters, Content Management, Speech Writing, Marketing, Message Development, Web Content
Education
Bradley University 1991 — 1995
Bachelor of Science (B.S.), Public Relations
Financial Planning Association (FPA) July 2013 - Present
National Association of Personal Financial Advisors April 2011 - July 2013
Daniel Biss for State Representative February 2010 - November 2010
Hoffman for Illinois September 2009 - February 2010
St. Rep. Elaine Nekritz January 2005 - September 2009
North Suburban United Way May 2001 - January 2005
University of Tennessee at Chattanooga August 1995 - May 1999
Skills
Non-profits, Public Speaking, Social Media, Fundraising, Volunteer Management, Public Policy, Nonprofits, Campaign Management, Grassroots Organizing, Event Planning, Leadership Development, Community Outreach, Leadership, Editing, Legislative Relations, Strategic Communications, Political Campaigns, Politics, Grassroots
Education
Ripon College
B.A., English
Vermont College
M.F.A., Writing
New Trier East High School
Diploma