VisionPoint Advisory Group

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VisionPoint Advisory Group Employees

Employee
Years
Job
Industry
Nick Capobianco, CFP® Nick Capobianco, CFP® Des Moines, Iowa Area Details
Nick Capobianco, CFP®'s VisionPoint Advisory Group Experience June 2002 - Present
Job
Industry Financial Services
Experience
Visionpoint Advisory Group   June 2002 - Present

Education
University of Iowa - Henry B. Tippie College of Business   1999 — 2002
B.A., Finance

John Scallon John Scallon Des Moines, Iowa Area Details
John Scallon's VisionPoint Advisory Group Experience August 2014 - November 2014
Job Iowa State University Graduate 2014
Industry Marketing and Advertising
Experience
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

J.R. Phillips, CRPS®, AIF® J.R. Phillips, CRPS®, AIF® Des Moines, Iowa Details
J.R. Phillips, CRPS®, AIF®'s VisionPoint Advisory Group Experience January 2012 - May 2014
Job Chartered Retirement Plan Specialist (CRPS®), Accredited Investment Fiduciary (AIF®)
Industry Financial Services
Experience
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

Jay Polson Jay Polson Des Moines, Iowa Area Details
Jay Polson's VisionPoint Advisory Group Experience October 2012 - Present
Job Private Wealth Manager at VisionPoint
Industry Financial Services
Experience
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

Carrie Wright Carrie Wright Des Moines, Iowa Area Details
Carrie Wright's VisionPoint Advisory Group Experience 1998 - November 2013
Job Operations Officer at Guide Financial Group
Industry Financial Services
Experience
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

Brian S. Smith, CRPC Brian S. Smith, CRPC Davenport, Iowa Area Details
Brian S. Smith, CRPC's VisionPoint Advisory Group Experience March 2015 - Present
Job VisionPoint Advisory Group (563) 3456880
Industry Financial Services
Experience
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

Rockshell Sprattlin Rockshell Sprattlin Dallas/Fort Worth Area Details
Rockshell Sprattlin's VisionPoint Advisory Group Experience July 2014 - March 2015
Job Montgomery Coscia Greilich LLP
Industry Accounting
Experience
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

Lance Clauson Lance Clauson West Des Moines, Iowa Details
Lance Clauson's VisionPoint Advisory Group Experience September 2004 - April 2015
Job Director of Retirement Plan Services at Group Benefits, Ltd.
Industry Financial Services
Experience
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

Steven Hall CFP® Steven Hall CFP® Des Moines, Iowa Area Details
Steven Hall CFP®'s VisionPoint Advisory Group Experience March 1983 - September 2013
Job Partner and Financial Advisor at Guide Financial Group
Industry Financial Services
Experience
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

Allison Futch Allison Futch Dallas/Fort Worth Area Details
Allison Futch's VisionPoint Advisory Group Experience July 2010 - November 2011
Job AXA 401(k) Sales & Retention
Industry Financial Services
Experience
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

Pete Peterson, AIF® Pete Peterson, AIF® Dallas, Texas Details
Pete Peterson, AIF®'s VisionPoint Advisory Group Experience Senior Financial AdvisorVisionpoint Advisory GroupFebruary 2010 - Present
Job Partner at Visionpoint Advisory Group
Industry Financial Services
Experience
Visionpoint Advisory Group   Senior Financial AdvisorVisionpoint Advisory GroupFebruary 2010 - Present
Visionpoint Advisory Group   February 2010 - Present

Education
Northern State University
BA, International Business

Dan Bachman, CFP® Dan Bachman, CFP® Des Moines, Iowa Area Details
Dan Bachman, CFP®'s VisionPoint Advisory Group Experience February 1989 - September 2013
Job Partner / Financial Advisor, Guide Financial Group
Industry Financial Services
Experience
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

AJ Morris, CFP® AJ Morris, CFP® Des Moines, Iowa Area Details
AJ Morris, CFP®'s VisionPoint Advisory Group Experience January 2007 - November 2011
Job CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
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

Jonathan Pearson, CFP® Jonathan Pearson, CFP® Des Moines, Iowa Area Details
Jonathan Pearson, CFP®'s VisionPoint Advisory Group Experience November 2004 - Present
Job Financial Advisor at VisionPoint
Industry Financial Services
Experience
Visionpoint Advisory Group   November 2004 - Present

Education
University of Iowa - Henry B. Tippie College of Business   2001 — 2004
B.A., Finance

Grady Holt Grady Holt Des Moines, Iowa Area Details
Grady Holt's VisionPoint Advisory Group Experience January 2005 - June 2011
Job Head of Fund Management at Sammons Financial Group
Industry Financial Services
Experience
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

Cottrell John Cottrell John Dallas, Texas Details
Cottrell John's VisionPoint Advisory Group Experience June 2015 - Present
Job Sr Personal Relationship Manager at BBVA Compass
Industry Banking
Experience
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