VisionPoint Advisory Group
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VisionPoint Advisory Group Employees
Visionpoint Advisory Group June 2002 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
B.A., Finance
Nationwide Insurance November 2014 - January 2015
Visionpoint Advisory Group August 2014 - November 2014
John Deere January 2013 - July 2014
Iowa State University August 2011 - January 2013
Skills
Microsoft Office, Leadership, Microsoft Excel, Facebook, Management, Social Networking, Marketing Strategy
Education
Iowa State University 2010 — 2014
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Prisma Financial May 2014 - Present
VisionPoint Advisory Group January 2012 - May 2014
Merit Resources January 2006 - December 2011
Education
College of Financial Planning
Chartered Retirement Plan Specialist (CRPS®)
fi360
Accredited Investement Fiduciary (AIF®)
Creighton University 1986 — 1990
BSBA, Accounting
Visionpoint Advisory Group October 2012 - Present
Berkshire Hathaway Energy December 2009 - July 2012
USG 2006 - 2009
Merrill Lynch 2003 - 2006
Education
University of Iowa
Roosevelt High School 1993 — 1996
Grinnell College
Guide Financial Group September 2013 - Present
Visionpoint Advisory Group 1998 - November 2013
Securian Financial Group 1998 - 2008
Iowa State Bank 1995 - 1998
Skills
Series 7, Insurance, Securities, Investments, Uniform Combined State..., Series 63, Strategic Financial..., Estate Planning, Retirement Planning, Employee Benefits, Financial Analysis, Asset Managment, Retirement, Portfolio Management, Process Improvement
Education
University of Iowa 2007 — 2012
MBA-PM
Liberty University 1993 — 1995
B.S., Finance
Faith Baptist Bible College 1991 — 1993
General
Visionpoint Advisory Group March 2015 - Present
Deere Employees Credit Union May 2002 - March 2015
Metrobank May 2000 - May 2002
Modern Woodmen of America May 1992 - January 2000
Skills
Investments, Wealth Management, Retirement Planning, Customer Service, Insurance, Financial Services, Banking, Financial Analysis, Series 7, Mutual Funds
Education
Western Illinois University 1998 — 2002
MBA, Finance
Illinois State University 1989 — 1991
Bachelors of Science, Finance
Montgomery Coscia Greilich LLP January 2015 - Present
Visionpoint Advisory Group July 2014 - March 2015
National Motor Club January 2014 - July 2014
Intertek January 2008 - November 2013
U.S Coast Guard September 2005 - January 2008
Office of the Civil Sheriff, Orleans Parish June 2002 - August 2005
Skills
Administrative..., Microsoft Office, Microsoft Excel, Research, Outlook, Office Administration, International..., PowerPoint, Project Coordination, Customer Service, Microsoft Word, International Relations, Project Management, Teamwork, Office Management, Event Planning, Human Resources, Analysis, Management, Access, Accounts Payable, Accounts Receivable, PeopleSoft, Account Reconciliation, Bookkeeping, Expenses, Financial Reporting, Payroll, Accounting, Invoicing, Administration
Education
The University of Memphis 2013 — 2015
Accounting, 3.8
Mid-South Community College 2008 — 2013
Accounting and Finance
Group Benefits, Ltd. August 2015 - Present
VisionPoint Advisory Group September 2004 - April 2015
Holmes Murphy & Associates September 2004 - December 2010
Education
Upper Iowa University 2001 — 2002
Bachelor of Science (BS), Business Administration, Graduated Cum Laude
Des Moines Area Community College
Associate of Science (AS), Business Administration, Graduated With Honors
Guide Financial Group September 2013 - Present
Visionpoint Advisory Group March 1983 - September 2013
Skills
Asset Managment, Estate Planning, Fee-based Financial..., Series 7, Insurance, Retirement Planning, Wealth Management
Education
Des Moines Area Community College 1977 — 1979
AXA Distributors November 2011 - Present
VisionPoint Advisory Group July 2010 - November 2011
The Botsford Group November 2009 - May 2010
ING 2008 - 2008
Lincoln Financial Group 2007 - 2008
The Standard 2001 - 2007
Prudential Securities 1999 - 2000
Skills
Retirement Planning
Education
University of North Texas 1991 — 1996
BBA, Management/Accounting
Visionpoint Advisory Group Senior Financial AdvisorVisionpoint Advisory GroupFebruary 2010 - Present
Visionpoint Advisory Group February 2010 - Present
Education
Northern State University
BA, International Business
Guide Financial Group September 2013 - Present
National Gymnastics Judging Association August 2008 - Present
VisionPoint Advisory Group February 1989 - September 2013
Education
University of Iowa 1982 — 1986
CAPTRUST Financial Advisors November 2011 - Present
Visionpoint Advisory Group January 2007 - November 2011
Skills
Personal Financial..., Retirement Planning, Investment Management, Retirement Plan...
Education
Kaplan University 2010 — 2011
CFP® Certificate, Financial Planning
Upper Iowa University
Bachelor of Science, Finance
Visionpoint Advisory Group November 2004 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2004
B.A., Finance
Sammons Financial Group June 2011 - Present
VisionPoint Advisory Group January 2005 - June 2011
Farm Bureau 2000 - 2004
Skills
Series 7, Mutual Funds, Series 63, Fixed Annuities, Investments, Retirement Planning, Securities, Insurance, Series 24, Investment Advisory, Retirement, Investment Strategies, 401k, Asset Managment, Wealth Management, Portfolio Management, Investment Management, Asset Allocation, Alternative Investments, Series 6, Asset Management, FINRA, Strategic Financial..., Due Diligence, ETFs, Series 65, Financial Planning
Education
University of Iowa 1999 — 2002
MBA, Finance/Investments
Central College 1992 — 1996
BA, Economics
Visionpoint Advisory Group June 2015 - Present
Visionpoint Advisory Group June 2015 - Present
Skills
Financial Planning, Banking, Wealth Management, Financial Services, Financial Analysis, Risk Management, Portfolio Management, Asset Management, Customer Service, Finance, Investments, Retirement Planning
Education
University of Arkansas 1969 — 1974
Bachelor's degree, Business, Management, Marketing, and Related Support Services