Allegis Financial Partners

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Allegis Financial Partners Employees

Employee
Years
Job
Industry
Sharon Ricks Sharon Ricks Greater Salt Lake City Area Details
Sharon Ricks's Allegis Financial Partners Experience June 2009 - June 2014
Job Director of Development at MassMutual Financial Group
Industry Financial Services
Experience
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

Andrew Van Buren, CFP® Andrew Van Buren, CFP® Provo, Utah Area Details
Andrew Van Buren, CFP®'s Allegis Financial Partners Experience 2010 - 2014
Job Partner at The Norden Group
Industry Financial Services
Experience
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

Duane Bolinger Duane Bolinger Portland, Oregon Area Details
Duane Bolinger's Allegis Financial Partners Experience June 2010 - Present
Job Financial Advisor/Associate General Agent
Industry Financial Services
Experience
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

Jeff Erekson Jeff Erekson Boise, Idaho Area Details
Jeff Erekson's Allegis Financial Partners Experience August 2009 - Present
Job Owner at Allegis Financial Partners
Industry Financial Services
Experience
Allegis Financial Partners   August 2009 - Present

Education
Boise State University
Bachelor's degree, Business Administration and Management, General

Roger Madison Roger Madison Meridian, Idaho Details
Roger Madison's Allegis Financial Partners Experience December 2013 - Present
Job Investment Advisor Represenative
Industry Financial Services
Experience
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

Drew Egan Drew Egan Orem, Utah Details
Drew Egan's Allegis Financial Partners Experience 2010 - 2011
Job Vice President at 8 Pillars, LLC
Industry Financial Services
Experience
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

Gavin R. Kowallis Gavin R. Kowallis Greater Seattle Area Details
Gavin R. Kowallis's Allegis Financial Partners Experience September 2010 - January 2012
Job Account Manager at Check Point Software Technologies
Industry Computer & Network Security
Experience
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

Dallin Cutler Dallin Cutler Greater Salt Lake City Area Details
Dallin Cutler's Allegis Financial Partners Experience June 2014 - January 2015
Job Financial Advisor at Financial Insight Center
Industry Investment Management
Experience
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

Tyrell Jensen Tyrell Jensen Provo, Utah Area Details
Tyrell Jensen's Allegis Financial Partners Experience January 2014 - Present
Job Estate and Retirement Planner
Industry Financial Services
Experience
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

Johnny Thomas Johnny Thomas Lehi, Utah Details
Johnny Thomas's Allegis Financial Partners Experience May 2011 - Present
Job CEO at Total Financial Health, LLC
Industry Financial Services
Experience
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

C. Tracy Boster C. Tracy Boster Adrian, Oregon Details
C. Tracy Boster's Allegis Financial Partners Experience June 1986 - Present
Job Life Insurance & Retirement Specialist at Allegis Financial Partners
Industry Financial Services
Experience
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)

Troy Mathews, MBA, CFP® Troy Mathews, MBA, CFP® Greater Salt Lake City Area Details
Troy Mathews, MBA, CFP®'s Allegis Financial Partners Experience October 2010 - Present
Job Financial Advisor with Allegis Financial Partners
Industry Financial Services
Experience
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

Thomas R Grover Thomas R Grover Emmett, Idaho Details
Thomas R Grover's Allegis Financial Partners Experience August 2009 - November 2011
Job Auto Repair shop owner
Industry Automotive
Experience
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

Kristen Buchholz Kristen Buchholz Boise, Idaho Area Details
Kristen Buchholz's Allegis Financial Partners Experience May 2010 - May 2012
Job Account Executive at Ricoh USA
Industry Cosmetics
Experience
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

Jed Reese Jed Reese Boise, Idaho Details
Jed Reese's Allegis Financial Partners Experience October 2010 - December 2013
Job Owner | Wealth Advisor at STRIVE Wealth & Protection Planning
Industry Financial Services
Experience
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

Danielle Cremer Danielle Cremer Nampa, Idaho Details
Danielle Cremer's Allegis Financial Partners Experience July 2014 - Present
Job Marketing Coordinator and Graphic Designer at Allegis Financial Partners
Industry Financial Services
Experience
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

Richard D. Jarvis II Richard D. Jarvis II Boise, Idaho Area Details
Richard D. Jarvis II's Allegis Financial Partners Experience February 2009 - April 2011
Job Experienced Leader and Entrepreneur Executive MBA Candidate 2016
Industry Financial Services
Experience
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

Dave Ries Dave Ries Boise, Idaho Area Details
Dave Ries's Allegis Financial Partners Experience January 2005 - Present
Job Financial Advisor at Allegis Financial Partners
Industry Financial Services
Experience
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

Carl B Taylor Carl B Taylor Salem, Oregon Details
Carl B Taylor's Allegis Financial Partners Experience July 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Jared Ricks Jared Ricks Nampa, Idaho Details
Jared Ricks's Allegis Financial Partners Experience April 2012 - Present
Job Registered Representative at Allegis Financial Partners
Industry Financial Services
Experience
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

Ray Johns, RFC Ray Johns, RFC Orem, Utah Details
Ray Johns, RFC's Allegis Financial Partners Experience August 2009 - July 2015
Job Financial Advisor at Allegis Investment Services
Industry Financial Services
Experience
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