Advanced Planning Services
Description
Address: 431 Apple Creek Ct, Appleton, WI 54913 Phone: (877) 290-3594Category: : : Place name: : : : Website: Hours: : Website: http://advanceps.com/ Category: Insurance agency 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?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Advance Planning Services Posting publicly on the Web Write a review Reviews 1 Google review
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Advanced Planning Services Employees
Employee
Years
Job
Industry
Jeff Roediger Jeff Roediger's Advanced Planning Services Experience September 2008 - October 2010
Job Fed Resource
Industry Government Relations
Experience
Fed Resource, LLC. September 2010 - Present
Advanced Planning Services September 2008 - October 2010
Asset Marketing Systems June 2005 - August 2008
Northwestern Mutual 2000 - 2005
Skills
Government, Marketing, Training, New Business Development, Insurance, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Sales Management, Long-term Care, Estate Planning, Strategic Financial..., Account Management, Public Speaking, Financial Services, Strategic Planning, Investments, Business Development, Salesforce.com, Employee Benefits, Management Consulting, Financial Advisory, Business Planning, Investment Advisory, Critical Illness, Mutual Funds, 401k, Disability Insurance, Finance, Small Business, Wealth, Wealth Management, Investment Strategies, IRAs, Integrated Marketing, Financial Planners, People Skills, Health Insurance, Financial Planning
Education
The Ohio State University 1985 — 1989
BA, Advertising
Fed Resource, LLC. September 2010 - Present
Advanced Planning Services September 2008 - October 2010
Asset Marketing Systems June 2005 - August 2008
Northwestern Mutual 2000 - 2005
Skills
Government, Marketing, Training, New Business Development, Insurance, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Sales Management, Long-term Care, Estate Planning, Strategic Financial..., Account Management, Public Speaking, Financial Services, Strategic Planning, Investments, Business Development, Salesforce.com, Employee Benefits, Management Consulting, Financial Advisory, Business Planning, Investment Advisory, Critical Illness, Mutual Funds, 401k, Disability Insurance, Finance, Small Business, Wealth, Wealth Management, Investment Strategies, IRAs, Integrated Marketing, Financial Planners, People Skills, Health Insurance, Financial Planning
Education
The Ohio State University 1985 — 1989
BA, Advertising
Laura Ferrel Laura Ferrel's Advanced Planning Services Experience May 2006 - July 2010
Job Director of Operations at Managed Solution
Industry Computer Networking
Experience
Managed Solution August 2010 - Present
Advanced Planning Services May 2006 - July 2010
Skills
Virtualization, Cloud Computing, Managed Services, Human Resources, Microsoft Exchange, Unified Communications, SaaS, Active Directory, Cisco Technologies, Security, Network Security, VMware, Microsoft Technologies, System Deployment, Hyper-V, Troubleshooting, Servers, Disaster Recovery, Data Center, Business Continuity, IT Operations, Firewalls, VoIP, Citrix, Network Administration
Education
Point Loma Nazarene University 2002 — 2005
MBA, Business Administration
Managed Solution August 2010 - Present
Advanced Planning Services May 2006 - July 2010
Skills
Virtualization, Cloud Computing, Managed Services, Human Resources, Microsoft Exchange, Unified Communications, SaaS, Active Directory, Cisco Technologies, Security, Network Security, VMware, Microsoft Technologies, System Deployment, Hyper-V, Troubleshooting, Servers, Disaster Recovery, Data Center, Business Continuity, IT Operations, Firewalls, VoIP, Citrix, Network Administration
Education
Point Loma Nazarene University 2002 — 2005
MBA, Business Administration
Stan Pinck Stan Pinck's Advanced Planning Services Experience 2008 - 2009
Job Business Consultant at Alternative Design Insurance Services (ADIS)
Industry Financial Services
Experience
Alternative Design Insurance Services (ADIS) 2010 - Present
Asset Marketing Systems 2006 - 2010
Advanced Planning Services 2008 - 2009
New York Life Insurance Company 1976 - 1998
New York Life Insurance Company 1969 - 1996
Skills
Strategic Financial..., Insurance, Fixed Annuities, Sales, Marketing, Business Analysis, Financial Services
Education
California State University-Long Beach 1960 — 1963
Business Education
Mt. San Antonio College 1958 — 1960
Associate's degree, Business Administration and Management, General
Alternative Design Insurance Services (ADIS) 2010 - Present
Asset Marketing Systems 2006 - 2010
Advanced Planning Services 2008 - 2009
New York Life Insurance Company 1976 - 1998
New York Life Insurance Company 1969 - 1996
Skills
Strategic Financial..., Insurance, Fixed Annuities, Sales, Marketing, Business Analysis, Financial Services
Education
California State University-Long Beach 1960 — 1963
Business Education
Mt. San Antonio College 1958 — 1960
Associate's degree, Business Administration and Management, General
Heather Parrish Heather Parrish's Advanced Planning Services Experience March 2003 - June 2009
Job Independent Contractor, Commission Processing, Contracting & Licensing
Industry Insurance
Experience
Life Insurance and Annuity Wholesaling July 2012 - Present
Best Practices of America 2012 - 2013
Underwriting Services of America June 2009 - July 2012
Advanced Planning Services March 2003 - June 2009
xpedx August 1999 - March 2001
Skills
Compensation..., Agent Commission..., Electronic Data Filing, QuickBooks, SmartOffice, SureLC Experience, AgencyWorks, Production Reporting..., Personnel Management
Education
Trevecca Nazarene University 1996 — 1999
BA, Accounting and Business/Management
Mount Vernon Nazarene University 1995 — 1996
Life Insurance and Annuity Wholesaling July 2012 - Present
Best Practices of America 2012 - 2013
Underwriting Services of America June 2009 - July 2012
Advanced Planning Services March 2003 - June 2009
xpedx August 1999 - March 2001
Skills
Compensation..., Agent Commission..., Electronic Data Filing, QuickBooks, SmartOffice, SureLC Experience, AgencyWorks, Production Reporting..., Personnel Management
Education
Trevecca Nazarene University 1996 — 1999
BA, Accounting and Business/Management
Mount Vernon Nazarene University 1995 — 1996
Thomas A. Gajdalo (TAG), CFP®, CLU®, ChFC®'s Advanced Planning Services Experience March 2003 - February 2009
Job Advisor at Axxcess Wealth Management, LLC
Industry Financial Services
Experience
Axxcess Wealth Management, LLC April 2015 - Present
CPAPlus Network September 2013 - Present
Best Practices of America, LLC January 2006 - Present
Tuttle Wealth Management February 2014 - Present
The Pollakov Financial Group January 2012 - February 2014
Piedmonte Insurance & Financial Services March 2009 - May 2011
Advanced Planning Services March 2003 - February 2009
Intel Corporation August 1997 - August 2002
Skills
Business Development, Succession Planning, Financial Planning, Legacy Planning, Retirement Planning, Investment Management, Risk Management
Education
Arizona State University 1995 — 1997
BS Finance, Finance
Cherry Hill East High School 1988 — 1992
Axxcess Wealth Management, LLC April 2015 - Present
CPAPlus Network September 2013 - Present
Best Practices of America, LLC January 2006 - Present
Tuttle Wealth Management February 2014 - Present
The Pollakov Financial Group January 2012 - February 2014
Piedmonte Insurance & Financial Services March 2009 - May 2011
Advanced Planning Services March 2003 - February 2009
Intel Corporation August 1997 - August 2002
Skills
Business Development, Succession Planning, Financial Planning, Legacy Planning, Retirement Planning, Investment Management, Risk Management
Education
Arizona State University 1995 — 1997
BS Finance, Finance
Cherry Hill East High School 1988 — 1992
Stephani Lucas's Advanced Planning Services Experience 2007 - 2010
Job President & CEO of The Annuity Consultants Inc
Industry Insurance
Experience
The Annuity Consultants June 2010 - Present
Underwriting Services of America 2010 - 2010
Advanced Planning Services 2007 - 2010
Advanced Planning Services 2005 - 2007
Lance Insurance & Marketing Services 2004 - 2007
Skills
Fixed Annuities, Retirement, Insurance, Retirement Planning, Life Insurance, IRAs, Long Term Care Insurance, Financial Planners, 401k, Financial Services, Wealth Accumulation, Small Business, Strategic Financial..., Pensions, New Business Development, Variable Annuities, Wholesale, Insurance Brokerage, Underwriting, Contract Negotiation, Entrepreneurship, Licensing, Indexed Annuities, Wealth Management..., General Insurance, Reporting & Analysis, Marketing, Finance, Annuities, Wealth Transfer, Agents, Roth IRA, Financial Goals, Annuity, Wholesaling, Insurance Planning, Retirement Income..., Equity Indexed Annuities, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Leadership & Management, Business
The Annuity Consultants June 2010 - Present
Underwriting Services of America 2010 - 2010
Advanced Planning Services 2007 - 2010
Advanced Planning Services 2005 - 2007
Lance Insurance & Marketing Services 2004 - 2007
Skills
Fixed Annuities, Retirement, Insurance, Retirement Planning, Life Insurance, IRAs, Long Term Care Insurance, Financial Planners, 401k, Financial Services, Wealth Accumulation, Small Business, Strategic Financial..., Pensions, New Business Development, Variable Annuities, Wholesale, Insurance Brokerage, Underwriting, Contract Negotiation, Entrepreneurship, Licensing, Indexed Annuities, Wealth Management..., General Insurance, Reporting & Analysis, Marketing, Finance, Annuities, Wealth Transfer, Agents, Roth IRA, Financial Goals, Annuity, Wholesaling, Insurance Planning, Retirement Income..., Equity Indexed Annuities, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Leadership & Management, Business
Cami Cassidy Cami Cassidy's Advanced Planning Services Experience March 2008 - March 2009
Job Sales & Operations Manager at Seasonal Visions International
Industry Consumer Goods
Experience
Seasonal Visions International July 2014 - Present
Birkenstock USA, LP April 2013 - March 2014
Birkenstock USA, LP June 2009 - April 2013
Advanced Planning Services March 2008 - March 2009
CBIZ Special Risk Insurance Services, Inc. January 2004 - April 2008
Sysco September 2001 - October 2003
Adobe Creek Golf Club January 2001 - September 2001
Ingomar Club June 1998 - January 2001
Skills
Trade Shows, Inventory Management, Retail, Forecasting, Sales Operations, Merchandising, Sales, Shoes, Budgets, Sales Management, Wholesale, Trend Analysis, Apparel, Customer Service, Account Management, Pricing, New Business Development, Visual Merchandising, Sporting Goods, Outlook, Microsoft Office, Team Building, Event Planning, Purchasing, Operations Management, Microsoft Excel, Sales Analysis, Marketing, Management
Education
Santa Rosa Junior College
Associate of Arts and Sciences (A.A.S.), Psychology
Sonoma State University
Bachelor of Applied Science (BASc), Psychology
Seasonal Visions International July 2014 - Present
Birkenstock USA, LP April 2013 - March 2014
Birkenstock USA, LP June 2009 - April 2013
Advanced Planning Services March 2008 - March 2009
CBIZ Special Risk Insurance Services, Inc. January 2004 - April 2008
Sysco September 2001 - October 2003
Adobe Creek Golf Club January 2001 - September 2001
Ingomar Club June 1998 - January 2001
Skills
Trade Shows, Inventory Management, Retail, Forecasting, Sales Operations, Merchandising, Sales, Shoes, Budgets, Sales Management, Wholesale, Trend Analysis, Apparel, Customer Service, Account Management, Pricing, New Business Development, Visual Merchandising, Sporting Goods, Outlook, Microsoft Office, Team Building, Event Planning, Purchasing, Operations Management, Microsoft Excel, Sales Analysis, Marketing, Management
Education
Santa Rosa Junior College
Associate of Arts and Sciences (A.A.S.), Psychology
Sonoma State University
Bachelor of Applied Science (BASc), Psychology
Andrea Siedsma Andrea Siedsma's Advanced Planning Services Experience 2005 - 2007
Job AwardWinning Writer & Media Maven
Industry Writing and Editing
Experience
Benefunder November 2014 - Present
Salt Water Media 2002 - Present
Various publications May 2008 - June 2011
CONNECT 2004 - 2008
Advanced Planning Services 2005 - 2007
San Diego DEFCOMM 2003 - 2004
The T Sector Magazine 2000 - 2003
San Diego Business Journal 1996 - 2000
KPBS Radio 1990 - 1994
Skills
Blogging, Social Media Marketing, Social Media, Facebook, Public Relations, Newsletters, Journalism, Editing, New Media, Editorial, Press Releases, Feature Articles, Research, Publications, Magazines, Media Relations, Copywriting, Copy Editing, Social Networking, Marketing Communications, SEO, Wordpress, Creative Writing, Non-profits, Grant Writing, Broadcast Journalism, Proofreading, Online Journalism, Web Content Management, Event Management, Event Planning, Media, Nonprofits, Publishing, Event Promotion, Marketing, News Writing, Web Content, Newspapers, Video, Radio, Publicity, Content Development, Content Strategy, Television, Breaking News, Corporate Communications, Freelance Writing, Writing, Strategic Communications
Education
San Diego State University-California State University 1989 — 1991
Bachelor of Arts (B.A.), Journalism
Benefunder November 2014 - Present
Salt Water Media 2002 - Present
Various publications May 2008 - June 2011
CONNECT 2004 - 2008
Advanced Planning Services 2005 - 2007
San Diego DEFCOMM 2003 - 2004
The T Sector Magazine 2000 - 2003
San Diego Business Journal 1996 - 2000
KPBS Radio 1990 - 1994
Skills
Blogging, Social Media Marketing, Social Media, Facebook, Public Relations, Newsletters, Journalism, Editing, New Media, Editorial, Press Releases, Feature Articles, Research, Publications, Magazines, Media Relations, Copywriting, Copy Editing, Social Networking, Marketing Communications, SEO, Wordpress, Creative Writing, Non-profits, Grant Writing, Broadcast Journalism, Proofreading, Online Journalism, Web Content Management, Event Management, Event Planning, Media, Nonprofits, Publishing, Event Promotion, Marketing, News Writing, Web Content, Newspapers, Video, Radio, Publicity, Content Development, Content Strategy, Television, Breaking News, Corporate Communications, Freelance Writing, Writing, Strategic Communications
Education
San Diego State University-California State University 1989 — 1991
Bachelor of Arts (B.A.), Journalism
Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA's Advanced Planning Services Experience March 2009 - January 2010
Job Owner at Cohesive Insurance Services
Industry Financial Services
Experience
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Ben Horak Ben Horak's Advanced Planning Services Experience 2006 - 2011
Job Operations Director at BPA Capital Group
Industry Financial Services
Experience
BPA Capital Group 2014 - Present
Gravity Business Solutions 2014 - 2014
Integrity First Financial Group 2012 - 2013
Best Practices of America 2009 - 2011
Advanced Planning Services 2006 - 2011
Burnham Real Estate 2005 - 2005
Skills
Business Development, Key Account Management, Financial Analysis, Revenue Forecasting, Online Marketing, Inventory Management, Contract Negotiation, Real Estate, Copywriting, Sales, Insurance, Marketing, Finance, Market Research, Sales Operations, Mortgage Lending, Email Marketing, Life Insurance, Account Management, CRM, Investments, Financial Advisory, Analysis
Education
Point Loma Nazarene University 2002 — 2005
BA, Business, Concentration: Finance & Real Estate
BPA Capital Group 2014 - Present
Gravity Business Solutions 2014 - 2014
Integrity First Financial Group 2012 - 2013
Best Practices of America 2009 - 2011
Advanced Planning Services 2006 - 2011
Burnham Real Estate 2005 - 2005
Skills
Business Development, Key Account Management, Financial Analysis, Revenue Forecasting, Online Marketing, Inventory Management, Contract Negotiation, Real Estate, Copywriting, Sales, Insurance, Marketing, Finance, Market Research, Sales Operations, Mortgage Lending, Email Marketing, Life Insurance, Account Management, CRM, Investments, Financial Advisory, Analysis
Education
Point Loma Nazarene University 2002 — 2005
BA, Business, Concentration: Finance & Real Estate
Lori Roediger Lori Roediger's Advanced Planning Services Experience March 2008 - January 2011
Job President at Fed Resource, LLC
Industry Financial Services
Experience
Federal Benefits Educators October 2014 - Present
Fed Resource, LLC October 2014 - Present
Fed Resource July 2013 - Present
Palomar Health Foundation January 2012 - May 2013
Fed Resource September 2011 - June 2012
Redhawk Federal January 2011 - September 2011
Advanced Planning Services March 2008 - January 2011
AMS/Preservation Financial July 2005 - March 2008
Skills
Public Speaker, Telemarketing Expert, Superior Customer..., Marketing, Management, Sales, Strategic Planning, Leadership, Financial Services, Retirement, Life Insurance, Finance, Marketing Strategy, Customer Service, Human Resources
Education
The Ohio State University 1985 — 1990
Bachelor's Degree, Business Communications/Marketing
Federal Benefits Educators October 2014 - Present
Fed Resource, LLC October 2014 - Present
Fed Resource July 2013 - Present
Palomar Health Foundation January 2012 - May 2013
Fed Resource September 2011 - June 2012
Redhawk Federal January 2011 - September 2011
Advanced Planning Services March 2008 - January 2011
AMS/Preservation Financial July 2005 - March 2008
Skills
Public Speaker, Telemarketing Expert, Superior Customer..., Marketing, Management, Sales, Strategic Planning, Leadership, Financial Services, Retirement, Life Insurance, Finance, Marketing Strategy, Customer Service, Human Resources
Education
The Ohio State University 1985 — 1990
Bachelor's Degree, Business Communications/Marketing
Elaine Youngs Elaine Youngs's Advanced Planning Services Experience September 2008 - July 2009
Job Implementation Officer at Superior Planning, Inc.
Industry Financial Services
Experience
Superior Planning, Inc. May 2014 - Present
San Diego Based Financial Planning Firm December 2011 - May 2014
Underwriting Services of America July 2009 - June 2011
Advanced Planning Services September 2008 - July 2009
CBIZ Special Risk Insurance Services, Inc. September 2007 - September 2008
Triumph Management Co. February 2007 - June 2007
Blankinship and Foster, LLC June 2006 - September 2006
Law Office of Samuel Bransky October 2005 - February 2006
Blankinship and Foster, LLC June 2005 - September 2005
Skills
Microsoft Office, Windows, Quick Study, Attention To Detail, Critical Thinking, Good Sense of..., Creative Problem Solving, Continuing Education, Customer Service, Account Management, General Office Duties, Administrative Duties, Office Equipment, Time Management, Office Management, Administrative Work
Education
University of California, Los Angeles 2003 — 2007
BA, Economics, Global Studies
San Diego State University-California State University
Master of Business Administration (MBA)
Superior Planning, Inc. May 2014 - Present
San Diego Based Financial Planning Firm December 2011 - May 2014
Underwriting Services of America July 2009 - June 2011
Advanced Planning Services September 2008 - July 2009
CBIZ Special Risk Insurance Services, Inc. September 2007 - September 2008
Triumph Management Co. February 2007 - June 2007
Blankinship and Foster, LLC June 2006 - September 2006
Law Office of Samuel Bransky October 2005 - February 2006
Blankinship and Foster, LLC June 2005 - September 2005
Skills
Microsoft Office, Windows, Quick Study, Attention To Detail, Critical Thinking, Good Sense of..., Creative Problem Solving, Continuing Education, Customer Service, Account Management, General Office Duties, Administrative Duties, Office Equipment, Time Management, Office Management, Administrative Work
Education
University of California, Los Angeles 2003 — 2007
BA, Economics, Global Studies
San Diego State University-California State University
Master of Business Administration (MBA)
Joy Landers's Advanced Planning Services Experience February 2008 - November 2010
Job Marketing Director at Fed Resource, LLC
Industry Financial Services
Experience
Fed Resource, LLC August 2013 - Present
Palomar Health Foundation May 2012 - Present
Windermere Homes and Estates 2011 - Present
Advanced Planning Services February 2008 - November 2010
Asset Marketing Systems Insurance Services, LLC. July 2004 - 2008
Skills
Marketing, Insurance, Account Management, Retirement, New Business Development, Direct Marketing, Email Marketing, Salesforce.com, Financial Services, Strategic Planning, Sales, Marketing Communications, Integrated Marketing, Business Development
Education
California State University-San Marcos - College of Business Administration 2002 — 2004
Bachelor of Science (BS), Marketing
Fed Resource, LLC August 2013 - Present
Palomar Health Foundation May 2012 - Present
Windermere Homes and Estates 2011 - Present
Advanced Planning Services February 2008 - November 2010
Asset Marketing Systems Insurance Services, LLC. July 2004 - 2008
Skills
Marketing, Insurance, Account Management, Retirement, New Business Development, Direct Marketing, Email Marketing, Salesforce.com, Financial Services, Strategic Planning, Sales, Marketing Communications, Integrated Marketing, Business Development
Education
California State University-San Marcos - College of Business Administration 2002 — 2004
Bachelor of Science (BS), Marketing
Nick Mallis's Advanced Planning Services Experience VP Worksite MarketingThe MONY Group1990 - 2004
Job Chief Operating Officer at Advanced Planning Services
Industry Insurance
Experience
Advanced Planning Services VP Worksite MarketingThe MONY Group1990 - 2004
Education
Bucknell University 1968 — 1972
Bachelor of Arts, Economics
Advanced Planning Services VP Worksite MarketingThe MONY Group1990 - 2004
Education
Bucknell University 1968 — 1972
Bachelor of Arts, Economics
Shaunte Kollmyer's Advanced Planning Services Experience September 2003 - October 2010
Job Life Insurance/LTC Case Manager at LPL Financial
Industry Insurance
Experience
Piedmonte Insurance & Financial Services October 2010 - July 2011
Boulder Oaks Insurance Services October 2010 - July 2011
Advanced Planning Services September 2003 - October 2010
Education
University of San Diego 1999 — 2003
Bachelor's, Business Administration emphasis in Finance
Piedmonte Insurance & Financial Services October 2010 - July 2011
Boulder Oaks Insurance Services October 2010 - July 2011
Advanced Planning Services September 2003 - October 2010
Education
University of San Diego 1999 — 2003
Bachelor's, Business Administration emphasis in Finance
Nick Mallis's Advanced Planning Services Experience April 2007 - April 2010
Job Financial Advisor at United Brokerage Services
Industry Financial Services
Experience
United Brokerage Services April 2012 - Present
Nicholas M. Mallis and Associates May 2010 - April 2012
Advanced Planning Services April 2007 - April 2010
Skills
Life Insurance, Insurance, Fixed Annuities, Investments, Retirement Planning, Health Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Strategic Financial..., Long-term Care, Retirement, Estate Planning
Education
Bucknell University
United Brokerage Services April 2012 - Present
Nicholas M. Mallis and Associates May 2010 - April 2012
Advanced Planning Services April 2007 - April 2010
Skills
Life Insurance, Insurance, Fixed Annuities, Investments, Retirement Planning, Health Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Strategic Financial..., Long-term Care, Retirement, Estate Planning
Education
Bucknell University
Richard Garbutt's Advanced Planning Services Experience August 2008 - May 2009
Job Insurance Professional
Industry Insurance
Experience
Advanced Planning Services August 2008 - May 2009
Education
University of Bridgeport 1968 — 1972
Bachelor of Science, English
Advanced Planning Services August 2008 - May 2009
Education
University of Bridgeport 1968 — 1972
Bachelor of Science, English
Elijah Barry's Advanced Planning Services Experience August 2008 - March 2009
Job Senior Staff Accountant at Ace Parking
Industry Accounting
Experience
Ace Parking 2010 - Present
San Diego Historical Society June 2009 - February 2010
Advanced Planning Services August 2008 - March 2009
Academic Loan Group March 2004 - May 2008
Skills
QuickBooks, Accounts Payable, Bank Reconciliation, Payroll, Accounts Receivable, Account Reconciliation, Peachtree, Accounting, General Ledger, Invoicing, Financial Statements, PeopleSoft, Financial Reporting, 10 Key
Education
National University
Bachelor's degree, Accountancy, 3.7
Ace Parking 2010 - Present
San Diego Historical Society June 2009 - February 2010
Advanced Planning Services August 2008 - March 2009
Academic Loan Group March 2004 - May 2008
Skills
QuickBooks, Accounts Payable, Bank Reconciliation, Payroll, Accounts Receivable, Account Reconciliation, Peachtree, Accounting, General Ledger, Invoicing, Financial Statements, PeopleSoft, Financial Reporting, 10 Key
Education
National University
Bachelor's degree, Accountancy, 3.7
Alena Leyton's Advanced Planning Services Experience 2004 - 2008
Job Business Manager / Owner at David's Roasting
Industry Architecture & Planning
Experience
David's Roasting October 2013 - Present
Protection Design & Consulting October 2009 - Present
TD Ameritrade February 2008 - September 2009
Advanced Planning Services 2004 - 2008
Skills
Operations Management, Strategic Planning, Office Administration, Customer Service, Sales, Marketing, Insurance, Employee Benefits, Microsoft Office, Salesforce.com
Education
Webster University 1998 — 2001
MBA
Missouri Western State University 1988 — 1993
BA, English Literature, Minor in Spanish
David's Roasting October 2013 - Present
Protection Design & Consulting October 2009 - Present
TD Ameritrade February 2008 - September 2009
Advanced Planning Services 2004 - 2008
Skills
Operations Management, Strategic Planning, Office Administration, Customer Service, Sales, Marketing, Insurance, Employee Benefits, Microsoft Office, Salesforce.com
Education
Webster University 1998 — 2001
MBA
Missouri Western State University 1988 — 1993
BA, English Literature, Minor in Spanish
Barry Cunningham's Advanced Planning Services Experience July 2006 - July 2009
Job Vice President Best Practices Of America
Industry Financial Services
Experience
Best Practices Of America July 2009 - Present
Advanced Planning Services July 2006 - July 2009
FFR Principal December 2003 - June 2006
M.A.D. Services May 2002 - November 2003
American Founders life October 1997 - May 2002
UBL Financial Corporation June 1993 - September 1997
Skills
Mergers & Acquisitions, Insurance, Management, Sales, Long-term Care, Marketing, Interviews, Estate Planning, Employee Benefits, Financial Services, Life Insurance, Recruiting, Budgets, Asset Management, Business Development, Accounting, Retirement Planning, Financial Advisory, Investment Strategies, Quality Assurance, Wealth, Forecasting, Entrepreneurship, Investments, Financial Planners, Public Speaking, Term Life Insurance, Long Term Care Insurance, Salesforce.com, Fixed Annuities, Human Resources, Wealth Management, Underwriting, Retirement, Integrated Marketing, Disability Insurance, Sales Management, Customer Service, New Business Development, Account Management, Nonprofits, Strategic Planning, Contract Negotiation, Asset Allocation, Financial Planning, Spiritual Counselor, Spiritual Direction, Spiritual Leadership
Education
Point Loma Nazarene University
Master's Degree, Ministerial Studies
LOMA
Professional Designation, Fellow, Life Management Institute
University of Phoenix
Master's Degree, Organizational Management
Point Loma Nazarene University
Bachelor's Degree, Psychology / Comminications
Doherty
Best Practices Of America July 2009 - Present
Advanced Planning Services July 2006 - July 2009
FFR Principal December 2003 - June 2006
M.A.D. Services May 2002 - November 2003
American Founders life October 1997 - May 2002
UBL Financial Corporation June 1993 - September 1997
Skills
Mergers & Acquisitions, Insurance, Management, Sales, Long-term Care, Marketing, Interviews, Estate Planning, Employee Benefits, Financial Services, Life Insurance, Recruiting, Budgets, Asset Management, Business Development, Accounting, Retirement Planning, Financial Advisory, Investment Strategies, Quality Assurance, Wealth, Forecasting, Entrepreneurship, Investments, Financial Planners, Public Speaking, Term Life Insurance, Long Term Care Insurance, Salesforce.com, Fixed Annuities, Human Resources, Wealth Management, Underwriting, Retirement, Integrated Marketing, Disability Insurance, Sales Management, Customer Service, New Business Development, Account Management, Nonprofits, Strategic Planning, Contract Negotiation, Asset Allocation, Financial Planning, Spiritual Counselor, Spiritual Direction, Spiritual Leadership
Education
Point Loma Nazarene University
Master's Degree, Ministerial Studies
LOMA
Professional Designation, Fellow, Life Management Institute
University of Phoenix
Master's Degree, Organizational Management
Point Loma Nazarene University
Bachelor's Degree, Psychology / Comminications
Doherty
Matt Tryon's Advanced Planning Services Experience October 2008 - December 2009
Job Director of Member Services at Advantage Insurance Network
Industry Insurance
Experience
Advantage Insurance Network March 2014 - Present
Pinney Insurance Center, Inc June 2011 - March 2014
Marsh PCLIS December 2009 - April 2011
Advanced Planning Services October 2008 - December 2009
American General Life Companies June 2007 - September 2008
American General January 2007 - June 2007
American General December 2004 - January 2007
Perry Financial Services December 2001 - December 2004
AIG Life Companies July 1997 - December 2001
Education
Purdue University 1992 — 1996
Bachelor of Science, Atmostpheric Science
FINRA
Series 6 & 63 Licenses
Advantage Insurance Network March 2014 - Present
Pinney Insurance Center, Inc June 2011 - March 2014
Marsh PCLIS December 2009 - April 2011
Advanced Planning Services October 2008 - December 2009
American General Life Companies June 2007 - September 2008
American General January 2007 - June 2007
American General December 2004 - January 2007
Perry Financial Services December 2001 - December 2004
AIG Life Companies July 1997 - December 2001
Education
Purdue University 1992 — 1996
Bachelor of Science, Atmostpheric Science
FINRA
Series 6 & 63 Licenses