ARGI Financial Group

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ARGI Financial Group Employees

Employee
Years
Job
Industry
Emily Blanton Trujillo Emily Blanton Trujillo Louisville, Kentucky Details
Emily Blanton Trujillo's ARGI Financial Group Experience July 2015 - Present
Job Marketing and Nonprofit Organization Management
Industry Marketing and Advertising
Experience
ARGI Financial Group   July 2015 - Present
Emily Trujillo Art   November 2012 - Present
Sacred Heart School for the Arts  July 2013 - June 2015
Sacred Heart School for the Arts  August 2010 - June 2013
Meaningful Day Services, INC.   May 2010 - August 2010
Victoria’s Secret  May 2007 - May 2010
Goodman Theatre  January 2009 - June 2009
Singletary Center   April 2007 - December 2007

Skills
Fundraising, Public Relations, Event Planning, Event Management, Marketing, Customer Service, Music, Enrollment Management, Admissions, Social Media Marketing, Ticketing, Microsoft Office, PowerPoint, Public Speaking, Sales, Acrylic Painting, Adobe Creative Suite, Administration, Brand Development, Brand Management, Tessitura, Constant Contact, Email Marketing

Education
University of Kentucky   2006 — 2010
B. A, Arts Administration

Gavin W. Koenig CRPC, AIFA Gavin W. Koenig CRPC, AIFA Louisville, Kentucky Area Details
Gavin W. Koenig CRPC, AIFA's ARGI Financial Group Experience August 2010 - Present
Job Chartered Retirement Planning Counselor, Accredited Investment Fiduciary Analyst™
Industry Financial Services
Experience
ARGI Financial Group   August 2010 - Present
Fifth Third Securities  December 2009 - July 2010
Ameriprise Financial  August 1995 - December 2009

Skills
Retirement Planning, Wealth Management, Financial Planning, Insurance, Business Planning, Estate Planning, 401k, Investment Strategies, Asset Management, Portfolio Management, Succession Planning, Fiduciary Consulting,, Investment Policy..., Retirement Plan Reviews

Education
Eastern Kentucky University   1988 — 1989
BS, College of Law Enforcement

Western Kentucky University   1984 — 1988
General

Tammy Golde, CFP® Tammy Golde, CFP® Louisville, Kentucky Area Details
Tammy Golde, CFP®'s ARGI Financial Group Experience May 2000 - Present
Job Director of Financial Planning & Eduction
Industry Financial Services
Experience
ARGI Financial Group   May 2000 - Present

Education
University of Louisville
Bachelor of Arts (BA)

Jim Trujillo Jim Trujillo Louisville, Kentucky Details
Jim Trujillo's ARGI Financial Group Experience March 2013 - Present
Job Financial Advisor at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   March 2013 - Present

Skills
Public Speaking, Retirement Planning

Education
Bellarmine University   2010 — 2011
Financial Planning and Services

University of Kentucky   2006 — 2010
Bachelor of Arts (B.A.), Theatre/Theater

Dan Cupkovic, CFP® Dan Cupkovic, CFP® Louisville, Kentucky Area Details
Dan Cupkovic, CFP®'s ARGI Financial Group Experience January 2008 - Present
Job Director of Investments
Industry Investment Management
Experience
ARGI Financial Group   January 2008 - Present
Cupkovic Architecture   September 2007 - December 2007
Northwestern Mutual  January 2006 - June 2006
Darden Construction   June 2005 - September 2005
Developers Diversified Realty  June 2004 - September 2004
Orbit Industries  May 2003 - September 2003

Education
The Ohio State University   2003 — 2007
Finance, Investment Management, Financial Planning

The Ohio State University - The Max M. Fisher College of Business   2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General

Dena Nelsen Dena Nelsen Bowling Green, Kentucky Details
Dena Nelsen's ARGI Financial Group Experience February 2014 - Present
Job CFP and Senior Financial Planner at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   February 2014 - Present
LPL Financial at South Central Bank   June 2003 - January 2014
Wachovia Securities Financial Network  June 1998 - June 2003

Skills
Personal Financial..., Wealth Management, Certified Financial..., Investment Strategies, Retirement Planning

Education
Western Kentucky University   2010 — 2013
Financial Planning Certification, Financial Planning and Services

Miami University   1974 — 1978
Bachelor of Arts (BA), International Studies

Stephen C. James, CPA Stephen C. James, CPA Louisville, Kentucky Area Details
Stephen C. James, CPA's ARGI Financial Group Experience August 2014 - Present
Job Chief Financial Officer, Mortenson Dental Partners fka Mortenson Family Dental
Industry Hospital & Health Care
Experience
J.T. Cullen Co., Inc.   June 2014 - Present
Body Shapes Medical  September 2014 - Present
Sealy Dental   April 2015 - Present
White Family Dental   April 2015 - Present
ARGI Financial Group   August 2014 - Present
Seaberg industries   August 2014 - Present
Mortenson Family Dental  February 2003 - Present
Abbeville Dentistry   April 2012 - Present
Howard Family Dental   March 2011 - Present
Loftus Family Dental   August 2011 - Present

Skills
Strategic Planning, Budgeting, Non-profits, Budgets, Accounting, Auditing, Financial Analysis, Analysis, Managerial Finance, Financial Modeling, Small Business, Finance, Financial Reporting, Investments, Microsoft Office, Nonprofits, Forecasting, Marketing, ESOP, Management, Mergers, Executive Management, Business Planning, Microsoft Excel, Team Building, Public Speaking, Process Improvement, Leadership, Cash Flow, Internal Controls, Mergers, Strategic Financial...

Education
St. Francis DeSales High School   1978 — 2002
1982

University of Louisville   1982 — 1986
1986, Accounting

Craig Bischoff Craig Bischoff Louisville, Kentucky Details
Craig Bischoff's ARGI Financial Group Experience August 2010 - December 2010
Job Graphic Designer MOTO Photo Studio and Design
Industry Retail
Experience
Trader Joe's  August 2011 - Present
ARGI Financial Group   August 2010 - December 2010
Ralcorp Frozen Bakery Products  June 2009 - August 2009

Skills
Adobe Creative Suite, Graphic Design, Logo Design, Sign Art, Web Design, Communication Skills, Always On Time, Dependable Team Player, Leadership, Photoshop, Layout, Digital Illustration, Illustration, Typography, Vector Illustration, Mac, Drawing, Painting, Microsoft Office

Education
Bellarmine University   2007 — 2011
Bachelor's degree, Design and Visual Communications, General

duPont Manual High School   2004 — 2007
High School University Program & Youth Performing Arts School

Joe Tichenor, CFP® Joe Tichenor, CFP® Louisville, Kentucky Area Details
Joe Tichenor, CFP®'s ARGI Financial Group Experience August 2003 - Present
Job Partner / Senior Financial Planner at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   August 2003 - Present
American Express Financial Advisors  October 2000 - August 2003

Education
The American College   2004 — 2005
CFP® Curriculum, Financial Planning

University of Louisville   2000 — 2003
Bachelors, Finance

Kami Lewis Kami Lewis Louisville, Kentucky Details
Kami Lewis's ARGI Financial Group Experience April 2003 - June 2009
Job North American Contact Center Leader
Industry Human Resources
Experience
Mercer  July 2009 - Present
ARGI Financial Group   April 2003 - June 2009

Education
Indiana University-Southeast   2001 — 2003
MBA

University of Kentucky   1996 — 2000
BA, Marketing

Jeanne Fisher, CFP® Jeanne Fisher, CFP® Greater Nashville Area Details
Jeanne Fisher, CFP®'s ARGI Financial Group Experience June 2009 - Present
Job Certified Financial Planner(R), CFP(R) Board Ambassador
Industry Financial Services
Experience
CFP(R) Board   January 2015 - Present
ARGI Financial Group   June 2009 - Present
Helmers Gatterdam, LLC   September 2008 - May 2009
IMG College  August 2008 - May 2009
Grand Lake Lodge  May 2005 - September 2005

Skills
Retirement Planning, Investments, Microsoft Office, Finance, Financial Planning, Customer Service, Public Speaking, Insurance, Leadership, Financial Services, Qualified Retirement..., 401k

Education
University of Kentucky   2008 — 2009
Masters, Business Administration

Western Kentucky University   2004 — 2008
Bachelor of Science, Economics and Financial Planning

Chuck Woods Chuck Woods Louisville, Kentucky Details
Chuck Woods's ARGI Financial Group Experience March 2015 - August 2015
Job Chief Financial Officer at Elite Homes, Inc.
Industry Construction
Experience
Elite Homes, Inc.   August 2015 - Present
ARGI Financial Group   March 2015 - August 2015
OPM  April 1995 - March 2015
OPM Services, Inc.   1995 - March 2015
Grant Homes   1991 - 1994
General Homes  1981 - 1991

Skills
Multi Tasking, Spreadsheets, Financial Modeling, Financial Analysis, Entity Formations, Start-ups, Due Diligence, New Business Development, Financial Reporting, Accounting, Business Development, Budgets, Forecasting, GAAP, Strategic Financial..., Tax, CPA, Business Planning, Managerial Finance, Internal Controls, Cost Accounting, Financial Statements, Small Business, Financial Accounting, Auditing, General Ledger, Corporate Finance, Corporate Tax, Financial Planning

Education
University of Louisville   1976 — 1981
Bachelor of Science (BSC), Accounting and Business/Management

St. Xavier HS   1971 — 1975

Jason Brangers Jason Brangers Louisville, Kentucky Area Details
Jason Brangers's ARGI Financial Group Experience 2005 - Present
Job Partner CFO Financial and Business Management Advisor Senior Tax Strategist/Enrolled Agent
Industry Financial Services
Experience
ARGI Financial Group   2005 - Present
Alexander Financial Group and Associated with ARGI Financial Group   January 1997 - October 2009
FMG / CTC   1995 - 1997

Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Business/Finance/Accounting

Purdue University
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering

University of Louisville
Bachelor of Science (B.S.), Physics (Quantum Mechanics Focus)

Ben Hardigg Ben Hardigg Cincinnati, Ohio Details
Ben Hardigg's ARGI Financial Group Experience May 2012 - Present
Job Financial Advisor at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   May 2012 - Present

Education
Skidmore College   1996 — 2000
BS

Cincinnati Country Day School   1992 — 1996

Ron Butt, CFP Ron Butt, CFP Louisville, Kentucky Area Details
Ron Butt, CFP's ARGI Financial Group Experience June 1983 - Present
Job Senior Partner ARGI Financial Group
Industry Financial Services
Experience
University of Louisville  June 2006 - Present
ARGI Financial Group   June 1983 - Present
National Planning Corporation  August 2003 - May 2012
KHEAA Board Member   2005 - 2009

Education
LaSalle University   1994 — 1995
Masters, Finance

LaSalle University   1992 — 1994
Bachelors, Finance

College for Financial Planning   1989 — 1994
CFP, Financial Planning

Paul Oberst Paul Oberst United States Details
Paul Oberst's ARGI Financial Group Experience June 2014 - Present
Job ARGI Financial Group
Industry
Experience
ARGI Financial Group   June 2014 - Present
Argent Trust   October 2012 - April 2014
Fifth Third Bank  March 2005 - May 2012
US Bank  January 1998 - March 2005

Skills
Strategic Financial..., Commercial Banking, Financial Analysis, Private Banking, Loans, Finance, Financial Services, Risk Management, Insurance, Investment Advisory, Commercial Lending, Banking, Mortgage Lending, Portfolio Management, Retirement, Financial Advisory, Financial Planning, Credit, Leadership, Asset Managment, Investment Management, Asset Management, Estate Planning

Education
Transylvania University   1987 — 1991
BA, Finance

St. Xaiver

Neil Quinlan, CFP® Neil Quinlan, CFP® Louisville, Kentucky Area Details
Neil Quinlan, CFP®'s ARGI Financial Group Experience May 2006 - Present
Job Partner and Certified Financial Planner TM at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   May 2006 - Present
Smith Barney  September 2004 - May 2006
US Army  May 1995 - September 2004

Skills
Financial Planning, Retirement Planning, Small Business, Wealth Management, Asset Management, Estate Planning, Executive benefits, Military Decision...

Education
James Madison University   1991 — 1995
BS

Cara Crawford Cara Crawford Louisville, Kentucky Details
Cara Crawford's ARGI Financial Group Experience July 2012 - Present
Job Qualified Plan Executive Assistant at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   July 2012 - Present

Education
University of Louisville   2000 — 2004
Bachelor’s Degree, Business/Corporate Communications

Erin Haynes Reed Erin Haynes Reed Louisville, Kentucky Area Details
Erin Haynes Reed's ARGI Financial Group Experience February 2014 - Present
Job Director of Marketing & Business Development, ARGI Financial
Industry Financial Services
Experience
ARGI Financial Group   February 2014 - Present
"My Louisville" on WMYO   March 2013 - January 2014
Hearst Television- WLKY-TV   February 2009 - August 2011

Skills
Broadcast Journalism, Public Relations, Marketing Strategy, Broadcast, News Writing, Journalism, Television, Broadcast Television, New Media, Management, Media Relations, Video Production, Digital Media, Video

Education
GLI LEAD 2014

Spring Hill College
B.A., Journalism

Sacred Heart Academy

St. Margaret Mary School

St. Margaret Mary School

Brittany Meyer Brittany Meyer Louisville, Kentucky Area Details
Brittany Meyer's ARGI Financial Group Experience August 2014 - Present
Job Senior Accountant at ARGI Financial Group
Industry Accounting
Experience
ARGI Financial Group   August 2014 - Present
Whitesell Precision Components   May 2013 - July 2014
RMD Corp  March 2007 - March 2013
C-Logic   May 2006 - January 2007
Prolift Industrial Equipment  June 2005 - May 2006

Skills
Account Reconciliation, Accounts Payable, Payroll, Invoicing, Journal Entries, Financial Statements, Fixed Assets, General Ledger, GAAP, Financial Analysis, Forecasting, Accruals, Peachtree, Bank Reconciliation, Sales Tax, Budgets, Great Plains Software

Education
Indiana Wesleyan University   2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

Sullivan University   2003 — 2006
BS, Accounting

Butler High School

Denise Jewell Denise Jewell Louisville, Kentucky Area Details
Denise Jewell's ARGI Financial Group Experience April 2011 - Present
Job Digital Media Manager at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   April 2011 - Present

Skills
Digital Media, Social Media, Marketing, Social Media Marketing, Customer Service, Marketing Strategy, Microsoft Excel, Strategy, Marketing Communications, Advertising

Education
University of Louisville

Karen Clinkenbeard Karen Clinkenbeard Louisville, Kentucky Area Details
Karen Clinkenbeard's ARGI Financial Group Experience October 2014 - Present
Job Accounting Coordinator at ARGI Financial Group
Industry Accounting
Experience
ARGI Financial Group   October 2014 - Present
Tyler Accounting Services   October 2002 - October 2014

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Indiana University Bloomington   1983 — 1987
Bachelor of Science (BS), Public Administration

Culver Girls Academy

PJ Gibbs PJ Gibbs Louisville, Kentucky Details
PJ Gibbs's ARGI Financial Group Experience February 2015 - Present
Job Financial Advisor at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   February 2015 - Present
FedEx Express  June 2012 - February 2015
HealthSpring  June 2011 - August 2011
South Central Bank  2008 - 2010

Education
University of Alabama, Manderson Graduate School of Business   2010 — 2012
MBA, Financial Risk

University of Ghent   2011 — 2011
International Business Analytics

Western Kentucky University   2006 — 2010
Bachelor of Science, Financial Management, Certificate in Financial Planning

Logan County High School   2002 — 2006

Shari Hooper Shari Hooper Greater Grand Rapids, Michigan Area Details
Shari Hooper's ARGI Financial Group Experience July 2014 - Present
Job Senior Financial Advisor at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   July 2014 - Present
Cascade Financial Group   April 1992 - July 2014

Skills
Retirement Planning, Investment Management, Wealth Planning, Series 65, 401k Rollovers, Small Business..., Life & Health Insurance..., 529 Plans, Variable Annuities, Long Term Care Insurance

Education
College of Financial Planning   2013 — 2015
Certified Financial Planner (CFP), Finance, General

College for Financial Planning   1994 — 1994
Registered Paraplanner, Financial Planning

Western Michigan University   1989 — 1992
Finance, Business

Shara Whitmore Shara Whitmore Louisville, Kentucky Area Details
Shara Whitmore's ARGI Financial Group Experience 2015 - Present
Job CSA/Financial Analyst at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   2015 - Present
ARGI Financial Group   April 2014 - Present
Raytheon Missile Systems  October 2008 - April 2014
Raytheon Missile Systems  January 2001 - October 2008
Raytheon Missile Systems  April 1999 - April 2000

Skills
SAP, Six Sigma, Budgets, Program Management, MRP, Earned Value Management, Process Improvement, Auditing, SAP BW, Microsoft Office, Government Contracting, Cost Benefit, Variance Analysis, Cost Accounting, Team Building, Time Management, Multi Tasking

Education
University of Louisville   1994 — 1998
BSBA, Accounting

University of Phoenix
MBA, Business

Amanda Mattingly Amanda Mattingly Louisville, Kentucky Area Details
Amanda Mattingly's ARGI Financial Group Experience February 2014 - Present
Job Marketing & Event Planner at ARGI Financial Group
Industry Marketing and Advertising
Experience
ARGI Financial Group   February 2014 - Present
Jason Holzworth Photography   May 2008 - Present
ARGI Financial Group   March 2012 - February 2014
GreenHill Productions   July 2007 - March 2012

Skills
Marketing, Marketing Strategy, Photography, Event Planning, Events Coordination, InDesign, Photoshop

Education
Indiana University-Southeast   2010 — 2011
Bachelor of Arts (B.A.), Communication & Advertising

Jefferson Community & Technical College   2005 — 2008
A.A.S, Photography

Mallary Snyder Mallary Snyder Louisville, Kentucky Details
Mallary Snyder's ARGI Financial Group Experience November 2008 - February 2012
Job Monroe Shine & Co., Inc.
Industry Accounting
Experience
Monroe Shine & Co., Inc.   February 2012 - Present
ARGI Financial Group   November 2008 - February 2012
Six Flags Kentucky Kingdom, Hurricane Bay   May 2002 - August 2009

Skills
Microsoft Office, InDesign, Photoshop, Accounting, Strategic Financial..., Auditing, Small Business, Social Media Marketing, Event Planning, Marketing, Social Media, Marketing Communications, Microsoft Excel, Advertising, Email Marketing, Volunteer Management, Strategy, Facebook, Leadership, Marketing Strategy, Management, Customer Service, Event Management

Education
YPAL Emerging Young Leaders Program   2013 — 2013

University of Kentucky   2004 — 2008
Bachelor, Business Marketing

Christina Stone Christina Stone Louisville, Kentucky Area Details
Christina Stone's ARGI Financial Group Experience February 2013 - Present
Job Risk Management Coordinator & Client Service Administrator at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   February 2013 - Present
ARGI Financial Group   November 2012 - February 2013
Dick's Sporting Goods  June 2011 - November 2012
iDeliver, LLC   February 2010 - August 2012
Great Ideas, LLC   January 2012 - April 2012
Indiana University Southeast Advertising Program   August 2011 - December 2011
Alpha Phi International Fraternity  January 2008 - May 2011
Walmart  June 2010 - February 2011
YMCA  February 2008 - September 2010

Skills
Social Media Marketing, Blogging, Advertising, Social Media, Event Planning, Research, Customer Service, Public Relations, Time Management, Organizational..., Market Research, Online Advertising, Mobile Advertising, Outdoor Advertising, Interactive Advertising, Digital Marketing, Social Networking, Public Speaking, Adobe Creative Suite, Data Mining, Copywriting, Event Management, Online Marketing, Photography, PowerPoint, Journalism, Facebook, Media Relations, Editing, Sales, Press Releases, Marketing, Marketing Communications, Email Marketing, Leadership, Multimedia Journalism

Education
Indiana University   2007 — 2012
Bachelor of Arts, Communication & Advertising

Indiana University-Southeast
Bachelor of Arts (B.A.), Communication and Advertising

Connor Powell, MBA Connor Powell, MBA Louisville, Kentucky Details
Connor Powell, MBA's ARGI Financial Group Experience January 2014 - Present
Job Tax & Business Specialist at ARGI Financial Group
Industry Accounting
Experience
ARGI Financial Group   January 2014 - Present
H&R Block  January 2014 - February 2014
Oldham County Fiscal Court  July 2013 - September 2013
Luvata  May 2012 - August 2012
Luvata  May 2011 - December 2011
Soccer Premier   June 2007 - August 2010

Skills
Accounting, Accounts Receivable, Financial Reporting, Budgets, Account Reconciliation, General Ledger, Forecasting, Analysis, Cash Flow, Leadership, Data Analysis, Financial Analysis

Education
Campbellsville University   2014 — 2015
Master of Business Administration (M.B.A.), 4.0

University of Kentucky   2011 — 2013
Bachelor's Degree, Accounting, 3.4

Bellarmine University   2010 — 2011
Accounting

Terri Surrell Terri Surrell Springfield, Missouri Details
Terri Surrell's ARGI Financial Group Experience January 2012 - January 2013
Job
Industry Nonprofit Organization Management
Experience
New Day Myopain Center   June 2013 - July 2014
ARGI Financial Group   January 2012 - January 2013
Computer Automation Systems  July 2005 - January 2012
Midwest M20 Sales & Service   2001 - 2004
Mod Works   1990 - 2000
QuikTrip  1986 - 1990

Skills
Portfolio Management, Sales Management, Public Speaking, Business Strategy, Marketing, Insurance, Process Improvement, Microsoft Excel, Sales Process, Solution Selling, Marketing Communications, Analysis, Change Management, Team Building, New Business Development, Software Project..., Marketing Strategy, Requirements Gathering, Social Networking, Sales Presentations, Social Media, Business Development, Management, Training, SugarCRM, Organizational..., Leadership, Team Management, Coaching, Recruiting, Business Process..., Talent Management, Small Business, Entrepreneurship, Direct Sales, Time Management, Leadership Development, Microsoft Office, Strategic Planning, Customer Service, Team Leadership, Sales, Event Planning, Finance, Project Management, Microsoft Word

Education
NorthWest Arkansas Community College   1979 — 1981
Business Administration, Management and Operations

Harrison High School   1975 — 1979

Shaun Fortney Shaun Fortney Greater Los Angeles Area Details
Shaun Fortney's ARGI Financial Group Experience January 2011 - May 2012
Job Quantcast, “A Top 5 data processing organization"
Industry Marketing and Advertising
Experience
Quantcast  October 2014 - Present
Quantcast  July 2012 - October 2014
ARGI Financial Group   January 2011 - May 2012
Republic Bank & Trust Company  January 2010 - January 2011
Printmyrides.com   2011 - 2011

Skills
Marketing, Sales, Financial Analysis, Strategic Financial..., Time Management, Salesforce.com, Finance, Lead Generation, Financial Modeling, Marketing Strategy, Online Advertising, Account Management, Display Advertising, Strategic Partnerships, Digital Marketing, Cross-functional..., Closing Business, Negotiation, Business Development, Go-to-market Strategy, Leadership, Digital Media, Mentoring, Entrepreneurship, Sales Operations, Advertising, Fundraising

Education
University of Kentucky
BS & BBA, Finance, Accounting, Economics

WU (Vienna University of Economics and Business)
Finance, Economics

Trinity High School

Mike Waldridge, ChFC Mike Waldridge, ChFC Louisville, Kentucky Area Details
Mike Waldridge, ChFC's ARGI Financial Group Experience January 2008 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
ARGI Financial Group   January 2008 - Present
AssetMark Investment Services  2005 - 2008
AEGON / Transamerica  January 1998 - May 2005
SEI  2001 - 2002

Skills
Mutual Funds, Separately Managed..., Investments, Investment Advisory, Financial Advisory, Strategy, Small Business, Fixed Annuities

Education
University of Louisville   1989 — 1991
BSBA, Finance

Holy Cross High School   1982 — 1986
Diploma

Adam Hornek, CFP® Adam Hornek, CFP® Louisville, Kentucky Area Details
Adam Hornek, CFP®'s ARGI Financial Group Experience November 2008 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
ARGI Financial Group   November 2008 - Present
PNC  May 2007 - August 2007

Education
Miami University   2004 — 2008
Bachelor of Science, Finance

Dalric Webb Dalric Webb Cincinnati Area Details
Dalric Webb's ARGI Financial Group Experience 2009 - 2010
Job President at BDPA Cincinnati
Industry Aviation & Aerospace
Experience
BDPA Cincinnati   January 2014 - Present
GE  May 2013 - Present
1N5 Enterprises   August 2001 - Present
Alpha Phi Alpha Fraternity, Inc.   June 1999 - Present
National BDPA  January 2011 - December 2013
General Electric  February 2011 - May 2013
Birchwood Parent   2009 - 2012
GE  January 2011 - December 2011
GE Infrastructure - Technology   November 2005 - February 2011
ARGI Financial Group   2009 - 2010

Skills
Strategic Leadership, Leading Change, Entrepreneur, Six Sigma, Team Building, Problem Solving, Mentoring, Strategic Planning, Planning, Program Management, Change Management, Microsoft Office, Coaching, Public Speaking, Windows, Excel, PowerPoint, Word, Team Leadership, Business Strategy, Lean Manufacturing, Social Networking, Project Planning, Microsoft Excel, Leadership, Social Media, Customer Service, Integration, Entrepreneurship, Project Management, Leadership Development, Management, Process Improvement, Fundraising, Training, Budgets, Microsoft Word, Nonprofits, Organizational..., Business Analysis, Data Analysis, Business Process..., Cross-functional Team..., Analysis, Access, Visio, Vendor Management, Quality Assurance, Operations Management, Management Consulting

Education
Capella University   2010 — 2015
Doctor of Philosophy (PhD), Organization and Management with a Specialization in Information Technology, A

Grantham University   2007 — 2009
MBA, Information Management, A

Capella University   2002 — 2004
MS, Information Technology, A

Hampton University   1988 — 1992
BS, Computer Science

Ron Benson Ron Benson Louisville, Kentucky Area Details
Ron Benson's ARGI Financial Group Experience January 2008 - Present
Job Realtor Remax/Champions
Industry Real Estate
Experience
Hughes and Coleman  January 2008 - Present
ARGI Financial Group   January 2008 - Present
RE/MAX Champions  2005 - Present
Benson and Associates   1992 - January 2004
Louisville Bedding Co   1980 - 1992

Skills
Real Estate, Relocation, Home, Negotiation, Buyer Representation, Residential Homes, First Time Home Buyers, Short Sales, Investment Properties, Sellers, Foreclosures, REO, Condos, Contract Negotiation, Sales, Referrals, Real Estate Transactions, Real Property, Investors, Single Family Homes, Listings, Townhomes, Property, FHA, Selling, Commercial Real Estate

Education
Rochester Institute of Technology
Business

Syracuse University

Matt Westfall, CFA® Matt Westfall, CFA® Louisville, Kentucky Details
Matt Westfall, CFA®'s ARGI Financial Group Experience July 2010 - Present
Job Portfolio Manager at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group   July 2010 - Present
Ironedge Research   May 2009 - February 2010

Education
The Ohio State University   2005 — 2009
Finance / Marketing, Business Finance

Christine Stewart Christine Stewart Louisville, Kentucky Area Details
Christine Stewart's ARGI Financial Group Experience November 2014 - Present
Job Corporate Professional
Industry Executive Office
Experience
ARGI Financial Group   November 2014 - Present
NTS Development Company  January 2011 - October 2014
McCann Worldgroup  October 2007 - May 2010
Elmcroft Senior Living  February 2007 - August 2007
Elmcroft Senior Living  August 2006 - February 2007
Elmcroft Senior Living - Jefferson Place Nursing & Rehab   October 2004 - August 2006

Skills
Budgets, Forecasting, SEC Financial Reporting, Customer Satisfaction, Time Management, Microsoft Excel, Customer Service

Education
Maryville College
Bachelor's Degree, Major: Writing/Communications Minor: English

Presentation Academy
High School, College Preparatory & Advanced Placement