1st Consumer Financial Solutions
Industry: Company
DescriptionFounded: 2009 Subsidiary: 1St Consumer Advisory Group Llc
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1st Consumer Financial Solutions Employees
Employee
Years
Job
Industry
Stephen P. Fahy Stephen P. Fahy's 1st Consumer Financial Solutions Experience May 2012 - March 2013
Job Senior Securities Analyst at Kelley & Mullis Wealth Management
Industry Financial Services
Experience
Kelley & Mullis Wealth Management December 2013 - Present
Symmetry Financial Group 2013 - December 2013
Personal Financial Solutions, LLC February 2012 - December 2013
1st Consumer Financial Solutions May 2012 - March 2013
GrandView Wealth Management, LLC. August 2005 - May 2012
Inverness Asset Management, Inc. August 2002 - August 2005
American Express Financial Advisors June 1998 - August 2002
Business Ventures, Inc. April 1995 - June 1998
SPF, Inc. June 1993 - April 1995
SunGard February 1988 - June 1993
Skills
Small Business, Investments, Finance, Financial Services, Financial Planning, Strategy, Securities, Financial Analysis, Wealth Management, Banking
Education
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science (BS), Business Administration and Management, General, 3.69
University of Indianapolis 1975 — 1981
Accounting
Kelley & Mullis Wealth Management December 2013 - Present
Symmetry Financial Group 2013 - December 2013
Personal Financial Solutions, LLC February 2012 - December 2013
1st Consumer Financial Solutions May 2012 - March 2013
GrandView Wealth Management, LLC. August 2005 - May 2012
Inverness Asset Management, Inc. August 2002 - August 2005
American Express Financial Advisors June 1998 - August 2002
Business Ventures, Inc. April 1995 - June 1998
SPF, Inc. June 1993 - April 1995
SunGard February 1988 - June 1993
Skills
Small Business, Investments, Finance, Financial Services, Financial Planning, Strategy, Securities, Financial Analysis, Wealth Management, Banking
Education
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science (BS), Business Administration and Management, General, 3.69
University of Indianapolis 1975 — 1981
Accounting
James (Jim) Peros James (Jim) Peros's 1st Consumer Financial Solutions Experience October 2013 - May 2014
Job Recruiter
Industry Staffing and Recruiting
Experience
The JP Group May 2014 - Present
Eating Recovery Center March 2015 - May 2015
Farmers Insurance July 2014 - August 2014
1st Consumer Financial Solutions October 2013 - May 2014
The JP Group January 2004 - September 2013
Saving Green LLC June 2009 - March 2011
Various Agencies April 1987 - January 2006
Various Companies January 1988 - 1998
Skills
Recruiting, Sourcing, Applicant Tracking..., College Recruiting, Taleo, Talent Acquisition, Business Development, Onboarding, Internet Recruiting, Technical Recruiting, Corporate Recruiting, Talent Management, Contract Recruitment, Interviews, Resume Writing, Temporary Placement, Screening Resumes, Executive Search, Business Networking, Hiring, Staffing Services, Cold Calling, Permanent Placement, Financial Services, Temporary Staffing, Recruitment Advertising, Sales, Search, Management, Insurance
Education
University of Colorado Boulder 1988 — 1992
Mkt., general
Thomas Jefferson H.S. 1983 — 1987
The JP Group May 2014 - Present
Eating Recovery Center March 2015 - May 2015
Farmers Insurance July 2014 - August 2014
1st Consumer Financial Solutions October 2013 - May 2014
The JP Group January 2004 - September 2013
Saving Green LLC June 2009 - March 2011
Various Agencies April 1987 - January 2006
Various Companies January 1988 - 1998
Skills
Recruiting, Sourcing, Applicant Tracking..., College Recruiting, Taleo, Talent Acquisition, Business Development, Onboarding, Internet Recruiting, Technical Recruiting, Corporate Recruiting, Talent Management, Contract Recruitment, Interviews, Resume Writing, Temporary Placement, Screening Resumes, Executive Search, Business Networking, Hiring, Staffing Services, Cold Calling, Permanent Placement, Financial Services, Temporary Staffing, Recruitment Advertising, Sales, Search, Management, Insurance
Education
University of Colorado Boulder 1988 — 1992
Mkt., general
Thomas Jefferson H.S. 1983 — 1987
Corrigan Kardatzke Corrigan Kardatzke's 1st Consumer Financial Solutions Experience July 2013 - Present
Job Senior Account Executive at 1st Consumer Financial Solutions
Industry Financial Services
Experience
1st Consumer Financial Solutions July 2013 - Present
MetLife April 2011 - March 2013
Skills
Retirement Planning, Life Insurance, Variable Annuities, Equity Indexed Annuities, MIG welding
Education
Butler University 2004 — 2008
Double BA, International Studies, French
1st Consumer Financial Solutions July 2013 - Present
MetLife April 2011 - March 2013
Skills
Retirement Planning, Life Insurance, Variable Annuities, Equity Indexed Annuities, MIG welding
Education
Butler University 2004 — 2008
Double BA, International Studies, French
Joe Day's 1st Consumer Financial Solutions Experience March 2010 - Present
Job Senior Account Executive at 1st Consumer Financial Solutions
Industry Insurance
Experience
1st Consumer Financial Solutions March 2010 - Present
JJ Day Properties July 1997 - Present
J T Day Agency June 1994 - Present
Team USA Mortgage March 2008 - March 2010
Ward Muscatell Automotive April 1992 - June 1994
Skills
Sales, Strategic Planning, Insurance, Marketing, Account Management, Marketing Strategy, Small Business, Customer Service, Business Development, Strategic Financial..., New Business Development, Sales Management, Financial Services, Team Building, Negotiation, Project Management, Public Speaking, Financial Analysis, Finance, Business Planning, Budgets
Education
Minnesota State University, Moorhead 1988 — 1992
Bachelor's degree, Business Psych
North Dakota State University 1987 — 1988
1st Consumer Financial Solutions March 2010 - Present
JJ Day Properties July 1997 - Present
J T Day Agency June 1994 - Present
Team USA Mortgage March 2008 - March 2010
Ward Muscatell Automotive April 1992 - June 1994
Skills
Sales, Strategic Planning, Insurance, Marketing, Account Management, Marketing Strategy, Small Business, Customer Service, Business Development, Strategic Financial..., New Business Development, Sales Management, Financial Services, Team Building, Negotiation, Project Management, Public Speaking, Financial Analysis, Finance, Business Planning, Budgets
Education
Minnesota State University, Moorhead 1988 — 1992
Bachelor's degree, Business Psych
North Dakota State University 1987 — 1988
Paul Biggs Paul Biggs's 1st Consumer Financial Solutions Experience December 2010 - December 2011
Job Financial Professional
Industry Financial Services
Experience
Urban Lending Solutions August 2014 - March 2015
Urban Lending Solutions June 2012 - August 2014
1st Consumer Financial Solutions December 2010 - December 2011
Fair Mortgage Lending October 2005 - August 2006
OppenheimerFunds November 2004 - October 2005
Family Financial Solutions July 2003 - September 2004
Charles Schwab July 1997 - October 2002
Skills
Retirement Planning, Insurance, Estate Planning, Mortgage Lending, Financial Planners, Call Center, Retirement, Mutual Funds, Customer Service, Financial Services, Loans, Financial Planning, Strategic Financial..., Investments, Disability Insurance, Call Centers, Process Improvement, Management, Team Building, Business Development, Life Insurance, Employee Benefits, Training
Education
Metropolitan State University of Denver 2006 — 2009
BS, Finance, Financial Services
Urban Lending Solutions August 2014 - March 2015
Urban Lending Solutions June 2012 - August 2014
1st Consumer Financial Solutions December 2010 - December 2011
Fair Mortgage Lending October 2005 - August 2006
OppenheimerFunds November 2004 - October 2005
Family Financial Solutions July 2003 - September 2004
Charles Schwab July 1997 - October 2002
Skills
Retirement Planning, Insurance, Estate Planning, Mortgage Lending, Financial Planners, Call Center, Retirement, Mutual Funds, Customer Service, Financial Services, Loans, Financial Planning, Strategic Financial..., Investments, Disability Insurance, Call Centers, Process Improvement, Management, Team Building, Business Development, Life Insurance, Employee Benefits, Training
Education
Metropolitan State University of Denver 2006 — 2009
BS, Finance, Financial Services
Richard P. Sexton III Richard P. Sexton III's 1st Consumer Financial Solutions Experience April 2012 - September 2012
Job Reverse Mortgage Professional at American Advisors Group, Inc. (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group, Inc. (AAG Reverse Mortgage) February 2015 - Present
McGowin-King Mortgage, LLC June 2014 - February 2015
Collateral Financial Advisors October 2012 - April 2013
1st Consumer Financial Solutions April 2012 - September 2012
Merrill Lynch December 2010 - February 2012
Walker Jackson Mortgage Corporation October 2008 - October 2010
Fairway Mortgage Inc January 2005 - September 2008
HomeTrust Mortgage Inc September 2001 - December 2004
Skills
Loan Origination, Management, Finance, Mortgage Banking, Banking, Leadership, Mortgage Lending, Loans, Sales, Retirement Planning, Team Building, Insurance, Training, Underwriting, Credit, Customer Service, Residential Mortgages
Education
University of South Alabama 1990 — 1995
Business Administration and Management, General
American Advisors Group, Inc. (AAG Reverse Mortgage) February 2015 - Present
McGowin-King Mortgage, LLC June 2014 - February 2015
Collateral Financial Advisors October 2012 - April 2013
1st Consumer Financial Solutions April 2012 - September 2012
Merrill Lynch December 2010 - February 2012
Walker Jackson Mortgage Corporation October 2008 - October 2010
Fairway Mortgage Inc January 2005 - September 2008
HomeTrust Mortgage Inc September 2001 - December 2004
Skills
Loan Origination, Management, Finance, Mortgage Banking, Banking, Leadership, Mortgage Lending, Loans, Sales, Retirement Planning, Team Building, Insurance, Training, Underwriting, Credit, Customer Service, Residential Mortgages
Education
University of South Alabama 1990 — 1995
Business Administration and Management, General
Shari Sykes Shari Sykes's 1st Consumer Financial Solutions Experience July 2015 - Present
Job Managing Director with expertise in Restructuring and Business Development
Industry Executive Office
Experience
1st Consumer Financial Solutions July 2015 - Present
Financial Counseling Services March 2010 - Present
Nationwide Asset Services February 2001 - March 2010
Wood Street Advisors March 1994 - March 2001
Primerica March 1984 - March 1994
Skills
Business Analysis, Business Process..., Turnaround Specialist, Cross-functional Team..., Strategic Planning, Business Development, Team Leadership, Change Management, Product Development, Marketing Strategy, Leadership, Customer Retention, Small Business, Sales, Entrepreneurship, Management, Sales Process, Financial Services, Customer Service, Marketing, Strategy, Loans, Solution Selling, Social Media Marketing, Operations Management, Program Management, Sales Operations, Customer Acquisition, Executive Management
Education
St. Cloud State University 1980 — 1983
BS, Education
1st Consumer Financial Solutions July 2015 - Present
Financial Counseling Services March 2010 - Present
Nationwide Asset Services February 2001 - March 2010
Wood Street Advisors March 1994 - March 2001
Primerica March 1984 - March 1994
Skills
Business Analysis, Business Process..., Turnaround Specialist, Cross-functional Team..., Strategic Planning, Business Development, Team Leadership, Change Management, Product Development, Marketing Strategy, Leadership, Customer Retention, Small Business, Sales, Entrepreneurship, Management, Sales Process, Financial Services, Customer Service, Marketing, Strategy, Loans, Solution Selling, Social Media Marketing, Operations Management, Program Management, Sales Operations, Customer Acquisition, Executive Management
Education
St. Cloud State University 1980 — 1983
BS, Education
Lincoln Sorenson Lincoln Sorenson's 1st Consumer Financial Solutions Experience February 2011 - November 2011
Job Chief Financial Officer at GC Imports, Inc.
Industry Financial Services
Experience
GC Imports, Inc. December 2014 - Present
1st Consumer Advisory Group January 2014 - Present
1st Consumer Financial Solutions Inc. November 2011 - November 2014
1st Consumer Financial Solutions February 2011 - November 2011
Spring Lake Lodge April 2004 - April 2008
Skills
Strategic Financial..., Insurance, Cold Calling, Marketing Strategy, Retirement Planning, Business Analysis, Exit Strategies, Business Planning, Small Business, Asset Management, Cash Management, New Business Development, Risk Assessment, Business Sale, Savings, Lead Generation, Budgets, Negotiation, Investments, Financial Planners, Employee Benefits, Team Building, Finance, Sales Management, Retirement, IRAs, Marketing, Mutual Funds, Financial Analysis, Fixed Annuities, Recruiting, Business Development, Financial Advisory, Strategic Planning, Term Life Insurance, Disability Insurance, Long-term Care, Risk Management, 401k, Estate Planning, Financial Services, Life Insurance, Investment Strategies, Health Insurance, Asset Allocation, Universal Life, Wealth Management, Investment Management, Mortgage Lending, Loans
Education
Metropolitan State College of Denver 2008 — 2011
Business Management
Smoky Hill High school
GC Imports, Inc. December 2014 - Present
1st Consumer Advisory Group January 2014 - Present
1st Consumer Financial Solutions Inc. November 2011 - November 2014
1st Consumer Financial Solutions February 2011 - November 2011
Spring Lake Lodge April 2004 - April 2008
Skills
Strategic Financial..., Insurance, Cold Calling, Marketing Strategy, Retirement Planning, Business Analysis, Exit Strategies, Business Planning, Small Business, Asset Management, Cash Management, New Business Development, Risk Assessment, Business Sale, Savings, Lead Generation, Budgets, Negotiation, Investments, Financial Planners, Employee Benefits, Team Building, Finance, Sales Management, Retirement, IRAs, Marketing, Mutual Funds, Financial Analysis, Fixed Annuities, Recruiting, Business Development, Financial Advisory, Strategic Planning, Term Life Insurance, Disability Insurance, Long-term Care, Risk Management, 401k, Estate Planning, Financial Services, Life Insurance, Investment Strategies, Health Insurance, Asset Allocation, Universal Life, Wealth Management, Investment Management, Mortgage Lending, Loans
Education
Metropolitan State College of Denver 2008 — 2011
Business Management
Smoky Hill High school
Rick Kerstiens's 1st Consumer Financial Solutions Experience May 2013 - January 2015
Job Vice President | Business Development at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services September 2015 - Present
Senior Advisory Group January 2015 - August 2015
1st Consumer Financial Solutions May 2013 - January 2015
MetLife January 2009 - May 2013
Prudential Financial January 2008 - January 2009
Allstate Financial 2006 - 2008
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Strategic Financial..., Recruiting, 401k, Financial Services, Variable Annuities, Finance, Financial Planners, Sales, Insurance, Long-term Care, Investments, Wealth Management, Term Life Insurance, Series 6, IRAs, Financial Advisory, Long Term Care Insurance, Team Management, Series 7, Series 63, Estate Planning, Investment Advisory, Health Insurance, Asset Managment, Sales Management, Series 26
Education
Colorado State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Golden High School
NFP Advisor Services September 2015 - Present
Senior Advisory Group January 2015 - August 2015
1st Consumer Financial Solutions May 2013 - January 2015
MetLife January 2009 - May 2013
Prudential Financial January 2008 - January 2009
Allstate Financial 2006 - 2008
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Strategic Financial..., Recruiting, 401k, Financial Services, Variable Annuities, Finance, Financial Planners, Sales, Insurance, Long-term Care, Investments, Wealth Management, Term Life Insurance, Series 6, IRAs, Financial Advisory, Long Term Care Insurance, Team Management, Series 7, Series 63, Estate Planning, Investment Advisory, Health Insurance, Asset Managment, Sales Management, Series 26
Education
Colorado State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Golden High School
Braun Salazar's 1st Consumer Financial Solutions Experience May 2012 - Present
Job Regus
Industry Real Estate
Experience
1st Consumer Financial Solutions May 2012 - Present
Clutter Trucker 2015 - 2015
Skills
Strategic Financial..., Retirement Planning, College Education..., Reduce Taxes, Control Debt, Increase Cash Flow, Life Insurance, Employee Benefits, IRAs, Insurance
Education
Limestone College
MSCD
Philosophy, Ethics/Metaphysics
1st Consumer Financial Solutions May 2012 - Present
Clutter Trucker 2015 - 2015
Skills
Strategic Financial..., Retirement Planning, College Education..., Reduce Taxes, Control Debt, Increase Cash Flow, Life Insurance, Employee Benefits, IRAs, Insurance
Education
Limestone College
MSCD
Philosophy, Ethics/Metaphysics
Craig Sorenson's 1st Consumer Financial Solutions Experience July 2009 - Present
Job CEO at 1st Consumer Financial Solutions
Industry Financial Services
Experience
1st Consumer Financial Solutions July 2009 - Present
1st Consumer Advisory Group Inc 2013 - 2013
Equity Leadersohip Group 2002 - 2008
Cap West Securities 2002 - 2004
WFG World Group Securities 1995 - 2001
Skills
Strategic Financial..., Retirement Planning, Insurance, Employee Benefits, Investments, Marketing Strategy, Strategic Planning, Asset Allocation, Budgets, IRAs, Financial Services, Executive Management, New Business Development, Fixed Annuities, Management Consulting, Mortgage Lending, Retirement, Risk Management, Series 7, Team Building, 401k, Small Business, Portfolio Management, Leadership, Sales Management, Disability Insurance, Investment Management, Wealth, Wealth Management, Negotiation, Mergers & Acquisitions, Investment Strategies, Coaching, Long-term Care, Mutual Funds, Financial Planners, Estate Planning, Savings, Term Life Insurance, Life Insurance, Financial Advisory, Health Insurance, Investment Advisory, Securities, Personal Finance, Leadership Development, Finance, Asset Management, Series 63, Pensions
Education
South Dakota State University 1977 — 1981
BS
1st Consumer Financial Solutions July 2009 - Present
1st Consumer Advisory Group Inc 2013 - 2013
Equity Leadersohip Group 2002 - 2008
Cap West Securities 2002 - 2004
WFG World Group Securities 1995 - 2001
Skills
Strategic Financial..., Retirement Planning, Insurance, Employee Benefits, Investments, Marketing Strategy, Strategic Planning, Asset Allocation, Budgets, IRAs, Financial Services, Executive Management, New Business Development, Fixed Annuities, Management Consulting, Mortgage Lending, Retirement, Risk Management, Series 7, Team Building, 401k, Small Business, Portfolio Management, Leadership, Sales Management, Disability Insurance, Investment Management, Wealth, Wealth Management, Negotiation, Mergers & Acquisitions, Investment Strategies, Coaching, Long-term Care, Mutual Funds, Financial Planners, Estate Planning, Savings, Term Life Insurance, Life Insurance, Financial Advisory, Health Insurance, Investment Advisory, Securities, Personal Finance, Leadership Development, Finance, Asset Management, Series 63, Pensions
Education
South Dakota State University 1977 — 1981
BS
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