AKT Wealth Advisors
Industry: Company
DescriptionFounded: 2004
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AKT Wealth Advisors Employees
Employee
Years
Job
Industry
Joanne Humphrey, CPA/PFS Joanne Humphrey, CPA/PFS's AKT Wealth Advisors Experience January 2014 - Present
Job Director at AKT CPAs, Advisors, Consultants
Industry Accounting
Experience
AKT Wealth Advisors January 2014 - Present
AKT CPAs, Advisors, Consultants January 2014 - Present
Salem Asset Management, LLC June 2003 - December 2013
Creamer & Associates, PC June 1982 - December 2013
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Management, Retirement Planning, Finance, Financial Advisory, Tax, Accounting, Financial Analysis, Financial Reporting, CPA, Small Business, Financial Planning, Estate Planning, Due Diligence
Education
Northwest Nazarene University 1977 — 1981
BS is accounting and business, accounting and business
Jefferson High School, Jefferson, Ohio
AKT Wealth Advisors January 2014 - Present
AKT CPAs, Advisors, Consultants January 2014 - Present
Salem Asset Management, LLC June 2003 - December 2013
Creamer & Associates, PC June 1982 - December 2013
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Management, Retirement Planning, Finance, Financial Advisory, Tax, Accounting, Financial Analysis, Financial Reporting, CPA, Small Business, Financial Planning, Estate Planning, Due Diligence
Education
Northwest Nazarene University 1977 — 1981
BS is accounting and business, accounting and business
Jefferson High School, Jefferson, Ohio
Nancy Pisacane Nancy Pisacane's AKT Wealth Advisors Experience January 2008 - July 2013
Job owner at Taking Shape LLC
Industry Health, Wellness and Fitness
Experience
Taking Shape LLC January 2012 - Present
AKT Wealth Advisors January 2008 - July 2013
Dynamic Video Productions 2002 - 2007
Ashworth, Inc. January 1992 - April 1998
Skills
Strategic Financial..., Retirement Planning, Strategy, Project Management, Marketing, Sales, Small Business, Customer Service, Editing, Event Planning, Coaching
Education
San Diego State University-California State University 1984 — 1985
Teaching Credential, Early Childhood Education
San Diego State University-California State University 1980 — 1984
B.A., Liberal Arts
Taking Shape LLC January 2012 - Present
AKT Wealth Advisors January 2008 - July 2013
Dynamic Video Productions 2002 - 2007
Ashworth, Inc. January 1992 - April 1998
Skills
Strategic Financial..., Retirement Planning, Strategy, Project Management, Marketing, Sales, Small Business, Customer Service, Editing, Event Planning, Coaching
Education
San Diego State University-California State University 1984 — 1985
Teaching Credential, Early Childhood Education
San Diego State University-California State University 1980 — 1984
B.A., Liberal Arts
Brian A. Gaskins, CPA, CFP® Brian A. Gaskins, CPA, CFP®'s AKT Wealth Advisors Experience May 2004 - January 2006
Job COO/CFO at Providence Real Estate Group
Industry Real Estate
Experience
Providence Real Estate Group October 2014 - Present
AKT LLP, CPAs and Business Consultants February 2010 - October 2014
Moss Adams LLP January 2009 - December 2009
State Farm Insurance January 2006 - February 2008
AKT Wealth Advisors May 2004 - January 2006
US Bank August 2002 - May 2004
US Bancorp Investments August 2002 - May 2004
Skills
Financial Advisory, Strategic Financial..., Employee Benefits, Finance, Tax, Start-ups, Strategy, Retirement Planning, Wealth Management, Financial Analysis, Financial Services, CPA, Investments, Financial Modeling, Financial Reporting, Financial Planners, Insurance, Non-profits, Investment Management, Tax Preparation, Personal Financial..., Auditing, Financial Statements, Consulting, Risk Management, Management Consulting, Estate Planning, Strategic Planning, Public Speaking, Management, Small Business, Mergers, Financial Planning, Nonprofits, Mergers & Acquisitions
Education
University of Washington, Seattle - Business School 2008 — 2008
Graduate Certificate in Accounting
Seattle Pacific University - School of Business and Economics 1996 — 2000
Bachelor of Arts, Business Management
Aloha High School 1992 — 1996
H.S. & Club Soccer
Providence Real Estate Group October 2014 - Present
AKT LLP, CPAs and Business Consultants February 2010 - October 2014
Moss Adams LLP January 2009 - December 2009
State Farm Insurance January 2006 - February 2008
AKT Wealth Advisors May 2004 - January 2006
US Bank August 2002 - May 2004
US Bancorp Investments August 2002 - May 2004
Skills
Financial Advisory, Strategic Financial..., Employee Benefits, Finance, Tax, Start-ups, Strategy, Retirement Planning, Wealth Management, Financial Analysis, Financial Services, CPA, Investments, Financial Modeling, Financial Reporting, Financial Planners, Insurance, Non-profits, Investment Management, Tax Preparation, Personal Financial..., Auditing, Financial Statements, Consulting, Risk Management, Management Consulting, Estate Planning, Strategic Planning, Public Speaking, Management, Small Business, Mergers, Financial Planning, Nonprofits, Mergers & Acquisitions
Education
University of Washington, Seattle - Business School 2008 — 2008
Graduate Certificate in Accounting
Seattle Pacific University - School of Business and Economics 1996 — 2000
Bachelor of Arts, Business Management
Aloha High School 1992 — 1996
H.S. & Club Soccer
Karen E. Price Karen E. Price's AKT Wealth Advisors Experience January 2011 - Present
Job Client Services Manager at AKT Wealth Advisors LP
Industry Financial Services
Experience
AKT Wealth Advisors January 2011 - Present
AKT Wealth Advisors November 2005 - December 2010
Retirement Consulting Group November 2002 - November 2005
Deschutes Investment Advisors January 2000 - February 2002
Dain Rauscher, Inc. November 1996 - January 2000
Piper Jaffray, Inc. July 1993 - November 1996
Shearson Lehman Brothers October 1990 - July 1993
Education
Texas Christian University 1982 — 1985
BFA, Technical Theatre
AKT Wealth Advisors January 2011 - Present
AKT Wealth Advisors November 2005 - December 2010
Retirement Consulting Group November 2002 - November 2005
Deschutes Investment Advisors January 2000 - February 2002
Dain Rauscher, Inc. November 1996 - January 2000
Piper Jaffray, Inc. July 1993 - November 1996
Shearson Lehman Brothers October 1990 - July 1993
Education
Texas Christian University 1982 — 1985
BFA, Technical Theatre
Bryan Addleman Bryan Addleman's AKT Wealth Advisors Experience January 2012 - Present
Job Senior Consultant at AKT Wealth Advisors
Industry Investment Management
Experience
AKT Wealth Advisors January 2012 - Present
Wells Fargo Advisors, LLC January 2005 - January 2012
Education
Stanford University 1992 — 1997
BS, Industrial Engineering
AKT Wealth Advisors January 2012 - Present
Wells Fargo Advisors, LLC January 2005 - January 2012
Education
Stanford University 1992 — 1997
BS, Industrial Engineering
Diana Burrows Diana Burrows's AKT Wealth Advisors Experience October 2013 - Present
Job Plan Services Specialist at AKT Wealth Advisors
Industry Financial Services
Experience
AKT Wealth Advisors October 2013 - Present
Thorsnes Litigation Services March 2013 - October 2013
Diana Burrows Photography May 2005 - March 2013
Union Bank January 2003 - September 2012
Fairfield Residential April 2001 - December 2002
Fairfield Residential August 2000 - March 2001
Skills
Outlook, Microsoft Excel, Microsoft Word, Accounts Receivable, Accounts Payable, QuickBooks, Customer Service, Microsoft Office, PowerPoint, Budgets, Office Administration, Executive Adminstrative..., Health Benefits..., 401(k) Administration, Retirement Plan..., Microsoft Access, Organization Skills, Management, Human Resources, New Hire Onboarding, Training, Sales & Marketing..., Communications -..., Researcher, Resourceful..., Creative and Innovative..., Adapt Quickly to Change, Get Along Well with..., Initiative To Implement..., Thrive In A Fast-Paced..., Thrives in Team or..., Process Large Amounts..., Active Participant in..., Volunteers for Special..., Collaborates Well..., Effectively Works With..., Typing 72 WPM, Ten-Key 11,000 KMP, Detail-Oriented, Excellent Grammar &..., Provides Computer &..., Professional Telephone..., Accounting, Account Management, Investments, Marketing, Sales, Employee Benefits, Banking, Onboarding
Education
Sawyer College of Business 1989 — 1989
Certificate
Grossmont College 1987 — 1988
AKT Wealth Advisors October 2013 - Present
Thorsnes Litigation Services March 2013 - October 2013
Diana Burrows Photography May 2005 - March 2013
Union Bank January 2003 - September 2012
Fairfield Residential April 2001 - December 2002
Fairfield Residential August 2000 - March 2001
Skills
Outlook, Microsoft Excel, Microsoft Word, Accounts Receivable, Accounts Payable, QuickBooks, Customer Service, Microsoft Office, PowerPoint, Budgets, Office Administration, Executive Adminstrative..., Health Benefits..., 401(k) Administration, Retirement Plan..., Microsoft Access, Organization Skills, Management, Human Resources, New Hire Onboarding, Training, Sales & Marketing..., Communications -..., Researcher, Resourceful..., Creative and Innovative..., Adapt Quickly to Change, Get Along Well with..., Initiative To Implement..., Thrive In A Fast-Paced..., Thrives in Team or..., Process Large Amounts..., Active Participant in..., Volunteers for Special..., Collaborates Well..., Effectively Works With..., Typing 72 WPM, Ten-Key 11,000 KMP, Detail-Oriented, Excellent Grammar &..., Provides Computer &..., Professional Telephone..., Accounting, Account Management, Investments, Marketing, Sales, Employee Benefits, Banking, Onboarding
Education
Sawyer College of Business 1989 — 1989
Certificate
Grossmont College 1987 — 1988
Danny Vivier Danny Vivier's AKT Wealth Advisors Experience June 2012 - September 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Alpha Diagnostics April 2013 - April 2015
Morgan Stanley June 2014 - August 2014
Bruin Consulting January 2013 - June 2014
Berkeley Research Group LLC May 2013 - September 2013
The Veloz Group January 2013 - March 2013
AKT Wealth Advisors June 2012 - September 2012
UCLA Alumni Association February 2012 - June 2012
AKT LLP, CPAs and Business Consultants June 2011 - September 2011
LEGOLAND California Resort June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Photoshop, Salesforce.com, Junxure, Team Leadership, Investments, Business Operations, Sales, Sales Operations, Marketing Strategy, Facebook, Sales Growth, Business Development, Data Analysis, Recruitment Marketing, Social Media, Social Networking, Marketing, Accounting, Finance
Education
UCLA 2011 — 2015
Bachelor's Degree, Business/Managerial Economics
Morgan Stanley June 2015 - Present
Alpha Diagnostics April 2013 - April 2015
Morgan Stanley June 2014 - August 2014
Bruin Consulting January 2013 - June 2014
Berkeley Research Group LLC May 2013 - September 2013
The Veloz Group January 2013 - March 2013
AKT Wealth Advisors June 2012 - September 2012
UCLA Alumni Association February 2012 - June 2012
AKT LLP, CPAs and Business Consultants June 2011 - September 2011
LEGOLAND California Resort June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Photoshop, Salesforce.com, Junxure, Team Leadership, Investments, Business Operations, Sales, Sales Operations, Marketing Strategy, Facebook, Sales Growth, Business Development, Data Analysis, Recruitment Marketing, Social Media, Social Networking, Marketing, Accounting, Finance
Education
UCLA 2011 — 2015
Bachelor's Degree, Business/Managerial Economics
Darin Richards's AKT Wealth Advisors Experience June 2004 - Present
Job Member of the Board at Lake Oswego Schools Foundation
Industry Investment Management
Experience
Lake Oswego Schools Foundation June 2014 - Present
AKT Wealth Advisors June 2004 - Present
Special Olympics Oregon 2007 - Present
Board Member Connect 2014 - January 2014
Arnerich Massena, Inc 2000 - 2003
Skills
Regular guest on CNBC..., Chartered Financial..., Investment Management, Investments, Asset Management, Asset Allocation, Portfolio Management, Equities, Wealth Management, Alternative Investments, Series 7, Equity Research, Financial Modeling, Investment Strategies, Hedge Funds, Private Equity, Mutual Funds, Fixed Income, Investment Advisory, Valuation, Financial Advisory, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1993
University of Oregon - Charles H. Lundquist College of Business 1984 — 1988
Bachelor's degree, Marketing and Finance
Lake Oswego Schools Foundation June 2014 - Present
AKT Wealth Advisors June 2004 - Present
Special Olympics Oregon 2007 - Present
Board Member Connect 2014 - January 2014
Arnerich Massena, Inc 2000 - 2003
Skills
Regular guest on CNBC..., Chartered Financial..., Investment Management, Investments, Asset Management, Asset Allocation, Portfolio Management, Equities, Wealth Management, Alternative Investments, Series 7, Equity Research, Financial Modeling, Investment Strategies, Hedge Funds, Private Equity, Mutual Funds, Fixed Income, Investment Advisory, Valuation, Financial Advisory, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1993
University of Oregon - Charles H. Lundquist College of Business 1984 — 1988
Bachelor's degree, Marketing and Finance
Heather Wonderly's AKT Wealth Advisors Experience March 2005 - Present
Job Senior Consultant at AKT Wealth Advisors
Industry Financial Services
Experience
AKT Wealth Advisors March 2005 - Present
AKT LLP 2005 - Present
Education
Oregon State University
Bachelor of Science (B.S.), Political Science and Government
AKT Wealth Advisors March 2005 - Present
AKT LLP 2005 - Present
Education
Oregon State University
Bachelor of Science (B.S.), Political Science and Government
Justin Barchus's AKT Wealth Advisors Experience July 2011 - Present
Job Recordkeeping Specialist at AKT Wealth Advisors
Industry Investment Management
Experience
AKT Wealth Advisors July 2011 - Present
Salem Keizer Public Schools September 2010 - Present
Capital City Select Baseball March 2009 - Present
Skills
Retirement Planning, Coaching, Public Speaking, Leadership, Strategic Planning, Team Building, Customer Service, Asset Allocation, Outlook, Social Networking, Marketing, Social Media, Sales, Management, Event Management, Marketing Strategy
Education
Western Oregon University 2009 — 2011
Business Administration and Management, General
Lane Community College 2006 — 2008
Business Administration and Management, General
AKT Wealth Advisors July 2011 - Present
Salem Keizer Public Schools September 2010 - Present
Capital City Select Baseball March 2009 - Present
Skills
Retirement Planning, Coaching, Public Speaking, Leadership, Strategic Planning, Team Building, Customer Service, Asset Allocation, Outlook, Social Networking, Marketing, Social Media, Sales, Management, Event Management, Marketing Strategy
Education
Western Oregon University 2009 — 2011
Business Administration and Management, General
Lane Community College 2006 — 2008
Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY