The Heritage Institute
Address: Suite 200 A, 1638 E Main St, Freeland, WA 98249 Phone: (360) 341-3070: : Category: : Website: : : : Place name: Website: http://www.hol.edu/ Category: School Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?
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The Heritage Institute Employees
First Foundation, Inc. February 2013 - Present
The Heritage Institute June 2009 - February 2013
Orangewood PALS 1992 - 2012
The CDM Company June 2009 - April 2011
PromoShop January 1999 - June 2009
Vistakon, Johnson and Johnson 1988 - 1995
Vistakon 1987 - 1995
Skills
Strategic Planning, Marketing, Marketing Strategy, Accounting, Outlook, Bid Writing, New Business Development, Philanthropy, Sales, Promotions, Non-profits, Small Business, Management, Event Management, Budgets, Business Development, Program Management, Event Planning, Leadership, Training, Marketing Communications, Fundraising, Leadership Development, Coaching, Insurance, Advertising, Research, Entrepreneurship, Sales Operations, Strategy, Public Speaking, Team Building, Start-ups, Account Management, Nonprofits, Sales Management, Project Planning, Social Media Marketing
Education
The Heritage Institute 2008 — 2010
Certified Wealth Consultant, Heritage Planning
San Diego State University-California State University 1979 — 1983
Bachelor of Arts, Speech Communication
Portland Rescue Mission March 2013 - Present
Molly's Fund Fighting Lupus January 2010 - Present
Stay at Home Mom February 2009 - Present
Nicole Lawry Designs September 1999 - September 2010
The Heritage Institute January 2003 - January 2006
Skills
Painting, Sewing, Cooking, Homeschooling, Childcare, Meal Planning, Photography, Organization, Volunteering, Ebay Sales, Consignment Sales, Meals, Graphic Design, Adobe Creative Suite, Marketing, Drawing, Graphics, Photoshop, Logo Design, Event Planning
Education
Oregon State University 1999 — 2003
Bachelor of Science w/Emphasis in Fine Arts, Graphic Design
St. Helens High School 1996 — 1999
Graduated with Honors
K Stoner PC TEDxOKC - CuratorTEDxOKCJune 2010 - Present
The Heritage Institute November 2009 - Present
Oklahoma City Community Foundation 2009 - Present
Kenneth M. Stoner P.C. May 2008 - Present
The Heritage Institute 2008 - 2009
Skills
Dispute Resolution, Mediation, Philanthropy, Strategy, Research, Fundraising, Estate Planning, Dispute, Legal Writing, Litigation, Trusts, Leadership, Commercial Litigation, Leadership Development, Public Speaking, Public Policy, Media Relations, Civil Litigation, Arbitration, Project Planning, Intellectual Property, Corporate Law, Administrative Law
Education
University of Oklahoma College of Law 1989 — 2001
JD
East Central University
Cameron Thornton Associates January 1982 - Present
Navigator Legacy Partners, LLC April 2006 - Present
The Heritage Institute January 2006 - Present
Lockheed California Company October 1980 - November 1984
US Navy June 1976 - October 1980
Skills
Certified Financial..., Heritage Professional, Strategic Planning, Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Wealth, Fixed Annuities, Financial Advisory, IRAs, Asset Protection, Multi-generational..., Asset Allocation, 401k, Retirement, Trusts, Asset Managment, Small Business, Life Insurance, Portfolio Management, Personal Financial..., Planned Giving
Education
University of La Verne School of Business and Economics 1982 — 1983
MBA, Business Administration
University of Southern California 1972 — 1976
Bachelor of Arts (B.A.), Psychology
Strong Legacy Planning June 2009 - Present
The Heritage Institute 2007 - Present
The L&L Financial Edge January 2000 - June 2009
Skills
Small Business, Strategic Financial..., Accounting, Nonprofits, Budgets, Non-profits, Strategic Planning, Mergers & Acquisitions, QuickBooks, Financial Analysis, Financial Advisory, Investments, Tax, Financial Reporting, Business Planning, Finance, Financial Planning, Financial Services, Auditing
Education
Golden Gate University 1981 — 1985
MBA
UCLA
Bachelor of Applied Science (BASc), Registered Nursing/Registered Nurse
NEXT Financial Group, Inc March 2012 - Present
The Heritage Group Companies January 2005 - Present
FPA 1984 - Present
The Heritage Institute 2005 - 2009
Cole Financial Management October 1988 - January 2006
University of Medicine and Dentistry July 1978 - July 1981
Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Investments, Finance, Estate Planning, Wealth Management, Wealth, Financial Services, Long-term Care
Education
Heritage Institute 2005 — 2009
CWC, Fellow, Certified Wealth Consultant- Heritage Planning
Rutgers, The State University of New Jersey-Newark 1981 — 1982
marketing
Brookdale Community College 1970 — 1974
AAS Nursing, Nursing
Matawan Regional High School 1966 — 1970
High School
CFP Board of Standards
CFP, Certified Financial Planner-Practioner
The Genus Collaborative November 2011 - Present
The Heritage Institute 2008 - Present
Todd Rhine Planning October 1988 - Present
Skills
Leadership, Small Business, Nonprofits, Public Speaking, Philanthropy, Training, Project Planning, GenUs Imagineer, Marketing, Executive Coaching, Management Consulting, Employee Benefits, Business Strategy
Education
Georgia Institute of Technology - Georgia Tech College of Management 1985 — 1987
BS MGT, Management, Finance
Davidson College 1984 — 1985
BS, Finance
Grace Baptist Church October 2008 - Present
The Heritage Institute November 2006 - October 2008
Salem-Keizer School District September 2005 - June 2006
Education
Simpson University 2001 — 2005
BA, Psychology
Carter International Training and Development 1990 - Present
Bachrach and Associates 1996 - April 2011
The Heritage Institute of the United Kingdom 2008 - 2011
The Heritage Institute 2005 - 2011
E-Myth Presenters Worldwide 2008 - 2009
R. Douglas Carter and Associates 1988 - 1991
Robbins Research International 1987 - 1988
Dale Carnegie & Associates, Inc. January 1985 - August 1987
Skills
Client Development, Executive Coaching, Teaching, Planning, Public Speaking, Coaching, Leadership Development, Team Building, Management Consulting, Business Strategy, Mentoring, Business Planning, Sales Management, Personal Development, Staff Development, Employee Engagement, Performance Management, Problem Solving, Project Planning, Leadership, Strategic Planning, Sales, Risk Management, Career Development, Business Coaching, Workshop Facilitation, Management, Marketing, Small Business, Marketing Strategy, Consulting, Strategic Financial..., Time Management, Team Leadership, Entrepreneurship, Training, Business Development, Nonprofits, Program Management, New Business Development, Strategy, Life Coaching, Organizational..., Public Relations, Work Life Balance, Executive Development, Emotional Intelligence, Presentation Coaching, Personal Branding, Wealth
Education
Willamette University 1972 — 1973
Carleton University 1971 — 1972
Political Sociology
Eastern Oregon University 1968 — 1971
Bachelor of Science, Sociology and Anthropology, Psychology, Political Science, Honors
Metropolitan Group June 2010 - July 2011
Hale'Lupe May 2009 - June 2010
Portland Jazz Festival October 2009 - March 2010
Clean Green Studios September 2009 - October 2009
The Heritage Institute September 2007 - March 2009
Education
University of Portland 2003 — 2006
BA, Psychology with and emphasis in Environmental Studies and Spanish
REAL
Sporting Culture Press 2012 - Present
Sporting Culture Advisors October 2009 - Present
Sporting Culture Resource Group September 2010 - Present
Your Legacy Foundation January 2013 - Present
The Heritage Institute 2013 - Present
Skills
Small Business, Public Speaking, Strategic Planning, Marketing, Investments, Social Media, Sales, Leadership, Business Planning, Management, Project Planning, Social Media Marketing, Fundraising, Start-ups, Insurance, Sales Management, Product Development, Marketing Strategy, Fishing, Advertising, Public Relations, Strategic Financial..., Entrepreneurship, New Business Development, Team Building, Online Marketing, Strategy, Strategic Partnerships, Contract Negotiation, Product Marketing, Business Development, Outdoor Recreation, Social Networking, Trade Shows, Online Advertising, Hunting, Event Management, Email Marketing, Brand Development, SEO, Lead Generation, Marketing Communications, Fly Fishing, Direct Marketing, Hiking, Publishing, E-commerce, Ski, Blogging
Education
Syracuse University 1985 — 1989
BS
One Page Business Planning Company
Licensed Consultant
The Heritage Institute
Transform Mentor and CoachMy Multiple Streams MentorFebruary 2009 - Present
Solutions NOW! Consulting January 2009 - Present
The Heritage Institute 2008 - Present
Transform Life and Financial Coaching March 2005 - Present
Accomplishment Coaching 2006 - 2009
The Evergreen State College September 1985 - March 2008
Education
University of Southern California 1975 — 1982
Ph. D., Neurophysiology
St. Lawrence University 1971 — 1975
Portland Public Schools August 2007 - Present
The Heritage Institute January 2004 - January 2013
Portland Public Schools August 2000 - August 2007
Skills
Curriculum Design, Teacher Training, Staff Development, Classroom, Teaching, ESL, Higher Education, Classroom Management, Elementary Education, K-12, Language Teaching, Distance Learning, Social Studies, Science, Mandarin, Linguistics, Lesson Planning, Curriculum Development, Literacy, Educational Leadership
Education
University of Portland 2013 — 2016
Doctor of Education (Ed.D.), Neuroeducation
Portland State University 2006 — 2008
ESL/Bilingual Endorsement Program
Pacific University 1999 — 2001
MAT, ECE/ELE Education
Jilin Normal University 1993 — 1997
BA, ESL Education
Ignite February 2014 - Present
The Post Oak School May 2012 - Present
Transform Coaching and Consulting March 2006 - Present
The Heritage Institute 2007 - 2008
Accomplishment Coaching 2006 - 2008
The Evergreen State College 1985 - 2008
Skills
Marketing, Non-profits, Coaching, Personal Development, Strategic Planning, Team Building, Executive Coaching, Nonprofits, Project Planning, Time Management, Strategy, Teaching, Negotiation, Social Media, Consulting, Small Business, Life Coaching, Public Speaking, Educational Technology, Higher Education, Marketing Strategy, Fundraising, Curriculum Design, Curriculum Development
Education
Adolescent Program for Montessori 2013 — 2013
Certificate, Education
The Heritage Institute 2007 — 2008
Certified Wealth Consultant, Inheritance, Family coaching, training heirs
Accomplishment Coaching Coaches' Training Program 2005 — 2006
Certified Professional Coach, Life and Business Coaching
University of Southern California 1975 — 1982
Ph. D., Neurophysiology
St. Lawrence University 1971 — 1975
B.S., Biology
The Heritage Institute 2009 - Present
The ACU Foundation June 1995 - Present
Abilene Christian University 1973 - Present
Baylor Health Care System June 1984 - October 1994
Skills
Public Speaking, Higher Education, Teaching, Annual Giving, Non-profits, Nonprofits, Customer Service, Philanthropy, Leadership, Community Outreach, Stewardship, Fundraising, Team Building, Research, Leadership Development, Program Development, Staff Development, Volunteer Management, Conflict Resolution, Student Affairs, Event Planning, Grant Writing, Planned Giving, Student Development, Adult Education, Editing, Organizational..., Instructional Design, Curriculum Development
Education
Abilene Christian University 1971 — 1973
Lipscomb University 1967 — 1969
Junior College 1964 — 1967
attended, Business/Drama
Marianna High School 1960 — 1964
The Heritage Institute Member SupportThe Heritage Institutue2003 - Present
Education
Taylor University 1999 — 2003
Archbold HS
Buck Institute for Education June 2011 - Present
Technology Access Foundation Academy (TAFA) 2009 - 2011
IslandWood 2007 - 2009
The Heritage Institute 2007 - 2009
EdVisions Schools 2006 - 2009
The Small Schools Project 2003 - 2007
Skills
Educational Technology, Differentiated..., Teaching, Educational Leadership, Curriculum Development, Curriculum Design, Classroom, E-Learning, Instructional Design, K-12, Lesson Planning, Research, Staff Development, Teacher Training, Instructional Technology
Education
Antioch University Seattle 2000 — 2002
Master's in Teaching, English, History, Native American Education
The Evergreen State College 1996 — 1999
Bachelor of Arts (B.A.), Native American Studies
City University of Seattle April 2009 - Present
Marysville School District 2008 - 2011
West Valley School District 2004 - 2010
CES Northwest Small Schools Project July 2002 - July 2009
The Heritage Institute 1995 - 2009
West Valley School District 2003 - 2008
Antioch University August 1997 - August 2007
Skills
Teaching, Curriculum Development, Research, Staff Development, Curriculum Design, Classroom Management, Education Reform, Leadership, Instructional Design, Educational Leadership, Adult Education, Teacher Training, Higher Education, Classroom, E-Learning, Instructional Technology, Distance Learning, International Education, Program Development, Educational Technology, Grant Writing, College Teaching
Education
University of Arizona
PhD, Education