Allegis Financial Partners
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Allegis Financial Partners Employees
MassMutual Financial Group June 2014 - Present
Allegis Financial Partners June 2009 - June 2014
OneAmerica Financial Partners Inc. 2009 - June 2014
Beneficial Financial Group May 2007 - June 2009
China Rural Education Foundation 2007 - 2009
BYU-Idaho September 2005 - May 2007
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Long-term Care, Strategic Financial..., Insurance, Loans, Credit Analysis, Life Insurance, Series 7, 401k, Leadership, Investments
Education
BYU-Idaho 2001 — 2007
Communications, Minor: chinese and business
The Norden Group 2014 - Present
Allegis Financial Partners 2010 - 2014
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Securities, Estate Planning, Insurance, Retirement, Finance, Investments, Financial Planning, Investment Strategies, Life Insurance, Leadership, 401k, Mutual Funds, Risk Management
Education
The University of Texas at San Antonio 2011 — 2013
Certified Financial Planner, Financial Planning
Utah Valley University 2006 — 2009
BA, Business Management
Allegis Financial Partners June 2010 - Present
Boy Scouts of America 1988 - Present
Cascade Financial Advocates August 2009 - May 2010
Beneficial Financial Group February 2007 - August 2009
Target February 2005 - February 2007
Safeway July 2001 - February 2005
Education
Portland State University 1994 — 1997
Bachelor of Science (B.S.), Economics, Mathematics
Mt. Hood Community College 1992 — 1994
Associate of Science (A.S.), Economics
Allegis Financial Partners August 2009 - Present
Education
Boise State University
Bachelor's degree, Business Administration and Management, General
Allegis Financial Partners December 2013 - Present
Madison Poole September 2001 - Present
Education
Boise State University 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Boise State University 1992 — 1997
Bachelor of Business Administration (BBA), Marketing/Finance
8 Pillars, LLC April 2015 - Present
Flipster Fotos April 2013 - Present
8 Pillars, LLC October 2014 - April 2015
8 Pillars, LLC November 2012 - October 2014
Imagine Learning September 2011 - January 2013
Allegis Financial Partners 2010 - 2011
Skills
Public Speaking, Finance, Leadership, Training, Microsoft Office, Teaching, Microsoft Excel, Customer Service, Leadership Development, Management, Research, PowerPoint, Microsoft Word, Data Analysis, Event Planning, Team Building, Strategic Planning, Sales, Social Media, Project Management, Budgets, Marketing, Social Networking, Writing
Education
Brigham Young University
Bachelor of Science (B.S.), Family Resource Management Studies, General
Check Point Software Technologies September 2012 - Present
Allegis Financial Partners September 2010 - January 2012
Boise Metro Chamber of Commerce November 2008 - August 2011
Washington Trust Bank August 2008 - August 2010
Dbot5 February 2008 - October 2008
First Horizon Home Loans April 2007 - January 2008
United Recovery September 2005 - June 2007
LDS Church May 2002 - May 2004
Skills
Consulting, Asset Protection, Small Business, Team Building, Finance, Customer Service, Credit, Public Speaking, Leadership, Strategic Financial..., Account Management, Management, Business Development, Process Improvement, Analysis, Financial Analysis, Accounting, Sales, Marketing, Sales Management, Entrepreneurship, Direct Sales, Networking, Strategic Planning, Insurance, New Business Development
Education
Boise State University 2005 — 2008
Finance, Business
Financial Insight Center January 2015 - Present
Allegis Financial Partners June 2014 - January 2015
Premier Credit Consulting December 2013 - May 2014
Brigham Young University April 2013 - December 2013
Brigham Young University September 2009 - March 2013
Education
BYU 2009 — 2014
Bachelor's degree, Accountancy
Allegis Financial Partners January 2014 - Present
Allegis Advisor Group February 2010 - November 2013
Beneficial Financial Group January 2009 - August 2009
Beneficial Financial Group February 2007 - April 2008
Jensen and Sons Estate and Retirement Planning April 2004 - February 2007
Skills
Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Insurance, Retirement, Strategic Financial..., IRAs, 401k, Estate Planning, Term Life Insurance, Wealth Management, Financial Planning
Education
Brigham Young University 2006 — 2010
Bachelor of Science (B.S.), Sociology
Total Financial Health, LLC a Wealth Strategies Firm April 2002 - Present
Allegis Financial Partners May 2011 - Present
Modus Media International January 1998 - June 2000
Skills
Entrepreneurship, Performance Management, Strategic Planning, Web Development, Mortgage Lending, Finance, Fixed Annuities, Selling, Operations Management, Time Management, Life Insurance, Management, Retirement, Wealth, Leadership, Strategic Financial..., Real Estate, Training, Start-ups, Financial Planning, Sales
Education
University of Maryland University College 2012 — 2014
Master's Degree, Business Administration and Management, General
Brigham Young University 2000 — 2003
Bachelor of Arts (B.A.), Linguistics
Allegis Financial Partners June 1986 - Present
Skills
Life Insurance,...
Education
Brigham Young University 1975 — 1977
Bachelor of Arts (BA), Spanish Language Teacher Education
Yavapai College 1971 — 1972
Associate of Arts (AA)
Allegis Financial Partners October 2010 - Present
Summit Financial Marketing September 2008 - September 2009
Education
Utah State University - Jon M. Huntsman School of Business 2010 — 2011
MBA, Business/ Personal Financial Planning
Brigham Young University 2006 — 2010
BS, Family Finance
Viewmont 2000 — 2003
High School
All Right Auto Repair January 2012 - Present
Allegis Financial Partners August 2009 - November 2011
Meals in Moments Inc January 2005 - February 2007
All Right Auto Repair October 1997 - December 2003
Simplot Food Group August 1995 - July 1997
Skills
Business Management, Small Business, Brakes, Air Conditioning, Computer Diagnostics, Transmissions, Fuel Systems, Front-end, Automotive Electrical..., Brake, Customer Service, Management, Parts, Sales, Troubleshooting
Education
Boise State University 2003 — 2007
BBA, HR Management
Boise State University 2002 — 2007
BBA, General Business/ HR Management
doTERRA June 2012 - Present
Glamoureyes by Kristen February 2009 - Present
Ricoh USA May 2012 - January 2014
Allegis Financial Partners May 2010 - May 2012
Benefit Cosmetics April 2009 - February 2011
Northwestern Mutual February 2008 - April 2009
Gold's Gym April 2006 - February 2008
Domino's Pizza July 2002 - May 2006
Skills
Sales, Customer Service, Team Building, Account Management, Retail
Education
Boise State University 2002 — 2004
General Studies
Borah 1999 — 2002
High School Diploma
STRIVE Wealth & Protection Planning LLC June 2013 - Present
Allegis Financial Partners October 2010 - December 2013
Bodybuilding.com July 2009 - July 2010
Bodybuilding.com January 2008 - July 2009
Micron Technology August 1999 - January 2008
Micron Technology January 2005 - January 2007
Education
Boise State University 1998 — 2003
Business Management
Allegis Financial Partners July 2014 - Present
Allegis Financial Partners November 2012 - July 2014
6foot4 August 2011 - September 2011
Northwest Nazarene University August 2010 - May 2011
Skills
Graphic Design, Insurance, Print, Decoration, Interior Design, Painting, Singing, Weddings, Graphics, Branding & Identity, InDesign, Photoshop
Education
Northwest Nazarene University 2007 — 2011
Bachelor of Arts (BA), Graphic Design
Eastlake High School 2004 — 2007
ClearStone Consulting Group, Inc January 2015 - Present
ClearStone Financial Solutions, Inc September 2005 - December 2014
MoneyTrax, Inc April 2011 - January 2013
Allegis Financial Partners February 2009 - April 2011
Extraordinary Development, Inc 2003 - 2009
Security Financial Services October 2004 - October 2008
Skills
Leadership, Strategy, Sales, Entrepreneurship, Strategic Planning, Leadership Development, Team Leadership, Training, Small Business, Public Speaking, Wealth Management, Retirement, Finance, Business Coaching, Life Insurance, Investments, Business Development, Strategic Financial..., Financial Services, Selling, Financial Planning
Education
Boise State University 2014 — 2016
Executive MBA
Cornell University 2014 — 2014
Certificate of Executive Leadership
Brigham Young University 1996 — 1999
BS, Health Promotion, Business
Ricks College 1992 — 1996
Associates, Health Sciences
Allegis Financial Partners January 2005 - Present
Compass Marketing 2001 - 2002
State of the Art, Inc. February 1992 - June 1994
Apple March 1988 - September 1992
Apple December 1987 - March 1988
McGraw-Hill October 1986 - December 1987
McGraw-Hill October 1985 - October 1986
McGraw-Hill April 1984 - October 1985
Skills
Management, Strategic Planning, Strategy, Leadership, Customer Service, Marketing, Team Building, Public Speaking, Finance, Product Marketing
Education
Brigham Young University 1981 — 1983
Masters, Business Administration
Allegis Financial Partners July 2008 - Present
Education
Brigham Young University 1980 — 1984
PhD, Instructional Science and Psychology
Oregon State University 1968 — 1971
BA, General Humanities and Social Sciences
Allegis Financial Partners April 2012 - Present
Skills
Sales, Training, Strategic Financial..., Estate Planning, Insurance, Long-term Care
Education
Brigham Young University - Idaho 2000 — 2003
Bachelor, Horticulture
Allegis Investment Advisors July 2015 - Present
Allegis Investment Services July 2015 - Present
RW Johns Financial Group November 2011 - Present
Allegis Financial Partners August 2009 - July 2015
One America Securities 2009 - July 2015
Beneficial Financial Group October 2000 - June 2011
Education
Mt. San Antonio College
AA, English