Brookstone Capital Management
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Brookstone Capital Management Employees
Employee
Years
Job
Industry
Guy Gohn Guy Gohn's Brookstone Capital Management Experience February 2014 - Present
Job Founder and Managing Partner Ohio office of ASC Financial Group
Industry Financial Services
Experience
ASC Financial Group January 2011 - Present
Brookstone Capital Management February 2014 - Present
Horter Investment Management, LLC 2011 - February 2014
Magnanni, Inc. 2001 - 2011
Skills
Retirement, Investments, Retirement Planning, Wealth, Fixed Annuities, Life Insurance, IRAs, Wealth Management, Insurance, Series 65, Mutual Funds, Investment Advisory, Estate Planning, Long-term Care, Roth IRA, Financial Advisory, Strategic Financial..., Investment Strategies, Long Term Care Insurance, Term Life Insurance, Financial Planners, Portfolio Management, Financial Services, Asset Management, Wealth Preservation..., 401k, Whole Life, Universal Life, Indexed Annuities, Wealth Accumulation..., Disability Insurance, Uniform Combined State..., Investment Advisor..., Ohio Life, Finance
Education
The American College 2013 — 2014
Advanced education in Retirement Planning and Income Tax Planning
Franklin University 1998 — 2003
Accounting and Finance
Zion Bible College 1990 — 1994
Bachelor of Arts (B.A.)
ASC Financial Group January 2011 - Present
Brookstone Capital Management February 2014 - Present
Horter Investment Management, LLC 2011 - February 2014
Magnanni, Inc. 2001 - 2011
Skills
Retirement, Investments, Retirement Planning, Wealth, Fixed Annuities, Life Insurance, IRAs, Wealth Management, Insurance, Series 65, Mutual Funds, Investment Advisory, Estate Planning, Long-term Care, Roth IRA, Financial Advisory, Strategic Financial..., Investment Strategies, Long Term Care Insurance, Term Life Insurance, Financial Planners, Portfolio Management, Financial Services, Asset Management, Wealth Preservation..., 401k, Whole Life, Universal Life, Indexed Annuities, Wealth Accumulation..., Disability Insurance, Uniform Combined State..., Investment Advisor..., Ohio Life, Finance
Education
The American College 2013 — 2014
Advanced education in Retirement Planning and Income Tax Planning
Franklin University 1998 — 2003
Accounting and Finance
Zion Bible College 1990 — 1994
Bachelor of Arts (B.A.)
Joe Tigan Joe Tigan's Brookstone Capital Management Experience February 2013 - Present
Job Director, Investment Communications at Brookstone Capital Management
Industry Marketing and Advertising
Experience
Brookstone Capital Management February 2013 - Present
Nuveen Investments April 2011 - August 2012
Calamos Investments January 2007 - May 2010
Skills
Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Business Writing, Marketing Strategy, Corporate Communications, Project Management, Advertising, Marketing, Product Development, Direct Marketing, Editing, Management, Direct Mail, Sales, Social Media Marketing, Product Marketing, Marketing Management, Online Advertising, Analytics, CRM, Lead Generation, Copywriting, Online Marketing, Multi-channel Marketing, Brand Management, Corporate Branding, Web Analytics, Google Analytics, B2B Marketing, Competitive Analysis, SEO, Interactive Marketing, Internal Communications, Creative Direction, Brand Development, Digital Strategy, Newsletters, Collateral, Website Development, Content Strategy, Market Research
Education
University of Massachusetts, Amherst 1985 — 1988
B.A., Literature/Journalism
Illinois State University
Master's; M.A, Creative Writing; Creative Writing Program
Brookstone Capital Management February 2013 - Present
Nuveen Investments April 2011 - August 2012
Calamos Investments January 2007 - May 2010
Skills
Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Business Writing, Marketing Strategy, Corporate Communications, Project Management, Advertising, Marketing, Product Development, Direct Marketing, Editing, Management, Direct Mail, Sales, Social Media Marketing, Product Marketing, Marketing Management, Online Advertising, Analytics, CRM, Lead Generation, Copywriting, Online Marketing, Multi-channel Marketing, Brand Management, Corporate Branding, Web Analytics, Google Analytics, B2B Marketing, Competitive Analysis, SEO, Interactive Marketing, Internal Communications, Creative Direction, Brand Development, Digital Strategy, Newsletters, Collateral, Website Development, Content Strategy, Market Research
Education
University of Massachusetts, Amherst 1985 — 1988
B.A., Literature/Journalism
Illinois State University
Master's; M.A, Creative Writing; Creative Writing Program
Darlena Eskelsen Darlena Eskelsen's Brookstone Capital Management Experience July 2015 - Present
Job Advisor Onboarding and Transition Manager at Brookstone Capital Management
Industry Investment Management
Experience
Brookstone Capital Management July 2015 - Present
Brookstone Capital Management July 2013 - August 2015
American Chartered Bank January 2008 - July 2013
Robert Half 2004 - 2006
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Banking, Consumer Lending, Retail Banking, Portfolio Management, Investments, Customer Relations, Customer Retention, Legal Compliance, Small Business Lending, Credit, Financial Analysis, Wealth Management, Mutual Funds, Management, Customer Service, Cash Management, Finance
Education
Syracuse University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brookstone Capital Management July 2015 - Present
Brookstone Capital Management July 2013 - August 2015
American Chartered Bank January 2008 - July 2013
Robert Half 2004 - 2006
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Banking, Consumer Lending, Retail Banking, Portfolio Management, Investments, Customer Relations, Customer Retention, Legal Compliance, Small Business Lending, Credit, Financial Analysis, Wealth Management, Mutual Funds, Management, Customer Service, Cash Management, Finance
Education
Syracuse University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Danielle Mazur's Brookstone Capital Management Experience March 2013 - Present
Job Director of Advisor Development
Industry Financial Services
Experience
Brookstone Capital Management March 2013 - Present
Nordstrom 1988 - 2001
Skills
Banking, Mortgage Lending, Credit, Mutual Funds, Commercial Banking, Cash Management, Consumer Lending, Small Business Lending, Investments, CRM, Insurance, Estate Planning, Investment Advisory, Long-term Care, Financial Advisory, Wealth Management, Fixed Annuities, Retirement Planning, Financial Planning, Retirement
Education
University of San Diego 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brookstone Capital Management March 2013 - Present
Nordstrom 1988 - 2001
Skills
Banking, Mortgage Lending, Credit, Mutual Funds, Commercial Banking, Cash Management, Consumer Lending, Small Business Lending, Investments, CRM, Insurance, Estate Planning, Investment Advisory, Long-term Care, Financial Advisory, Wealth Management, Fixed Annuities, Retirement Planning, Financial Planning, Retirement
Education
University of San Diego 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ernie Lau Ernie Lau's Brookstone Capital Management Experience January 2014 - Present
Job Brookstone Capital Management
Industry Financial Services
Experience
Brookstone Capital Management January 2014 - Present
Southwest Colorado Small Business Development Center September 2005 - Present
Lau and Associates, LLC May 2004 - Present
Redhawk Wealth Advisors December 2011 - January 2014
The Bank of Durango October 1989 - May 2004
Prudential Financial June 1985 - October 1989
Ameriprise Financial Services, Inc. January 1981 - May 1985
Skills
Bilingual, Business Analysis, Microsoft Excel, Strategic Financial..., Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, IRAs, Fixed Annuities, Series 7, Financial Advisory, Portfolio Management, Retirement, Finance, Estate Planning, 401k, Financial Planning
Education
Thunderbird School of Global Management 1973 — 1975
Master of Business Administration (M.B.A.), International Finance
Northern Arizona University 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
Brookstone Capital Management January 2014 - Present
Southwest Colorado Small Business Development Center September 2005 - Present
Lau and Associates, LLC May 2004 - Present
Redhawk Wealth Advisors December 2011 - January 2014
The Bank of Durango October 1989 - May 2004
Prudential Financial June 1985 - October 1989
Ameriprise Financial Services, Inc. January 1981 - May 1985
Skills
Bilingual, Business Analysis, Microsoft Excel, Strategic Financial..., Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, IRAs, Fixed Annuities, Series 7, Financial Advisory, Portfolio Management, Retirement, Finance, Estate Planning, 401k, Financial Planning
Education
Thunderbird School of Global Management 1973 — 1975
Master of Business Administration (M.B.A.), International Finance
Northern Arizona University 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
Phillip Musa Phillip Musa's Brookstone Capital Management Experience April 2011 - August 2012
Job Incoming Tax Associate at PwC
Industry Accounting
Experience
Chicago Mattress Outlet April 2012 - Present
University of Illinois at Urbana-Champaign August 2014 - May 2015
TransUnion May 2014 - December 2014
PwC January 2014 - April 2014
Brookstone Capital Management April 2011 - August 2012
Lake Shore Court Reporting April 2008 - April 2010
Skills
Accounting, Management, Microsoft Office, Teamwork, Microsoft Excel, Time Management, Accounts Receivable, Inventory Management, Online Advertising, Expense Reports, Accounts Payable, Spanish-speaking, Arabic, Spanish-English, Corporate Tax, Financial Reporting, Leadership, Accurate Data Entry, Internet, Supervising, Product Marketing, Advertising, PeopleSoft, GoSystems, OneSource, OnBase, Tax, Journal Entries, PowerPoint, Data Entry, Tax Preparation, Tax Accounting, Customer Service, Tax Returns
Education
University of Illinois at Urbana-Champaign - College of Business 2014 — 2015
Master’s Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor's Degree, Accountancy, Highest Honors (Summa Cum Laude)
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Business
Chicago Mattress Outlet April 2012 - Present
University of Illinois at Urbana-Champaign August 2014 - May 2015
TransUnion May 2014 - December 2014
PwC January 2014 - April 2014
Brookstone Capital Management April 2011 - August 2012
Lake Shore Court Reporting April 2008 - April 2010
Skills
Accounting, Management, Microsoft Office, Teamwork, Microsoft Excel, Time Management, Accounts Receivable, Inventory Management, Online Advertising, Expense Reports, Accounts Payable, Spanish-speaking, Arabic, Spanish-English, Corporate Tax, Financial Reporting, Leadership, Accurate Data Entry, Internet, Supervising, Product Marketing, Advertising, PeopleSoft, GoSystems, OneSource, OnBase, Tax, Journal Entries, PowerPoint, Data Entry, Tax Preparation, Tax Accounting, Customer Service, Tax Returns
Education
University of Illinois at Urbana-Champaign - College of Business 2014 — 2015
Master’s Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor's Degree, Accountancy, Highest Honors (Summa Cum Laude)
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Business
Carrie Skelton Carrie Skelton's Brookstone Capital Management Experience June 2013 - Present
Job New Business
Industry Financial Services
Experience
Brookstone Capital Management June 2013 - Present
Glen Ellyn Chamber of Commerce March 2012 - June 2013
PJ Greetings/Invites October 2006 - June 2013
AVA Insurance (Hobbs) May 2000 - May 2001
AANA Insurance Agency September 1997 - May 2000
Willis July 1992 - September 1997
Skills
Marketing Strategy, Insurance, Photography, Advertising, Investments, Public Speaking, Disability Insurance, Strategic Planning, Sales Management, Small Business, Customer Service, Entrepreneurship, New Business Development, Marketing, Event Planning, Account Management, Sales, Management, Team Building
Education
Ohio University 1988 — 1992
Bachelor of Arts (B.A.), Communication, General
Lake Catholic High School 1984 — 1988
Brookstone Capital Management June 2013 - Present
Glen Ellyn Chamber of Commerce March 2012 - June 2013
PJ Greetings/Invites October 2006 - June 2013
AVA Insurance (Hobbs) May 2000 - May 2001
AANA Insurance Agency September 1997 - May 2000
Willis July 1992 - September 1997
Skills
Marketing Strategy, Insurance, Photography, Advertising, Investments, Public Speaking, Disability Insurance, Strategic Planning, Sales Management, Small Business, Customer Service, Entrepreneurship, New Business Development, Marketing, Event Planning, Account Management, Sales, Management, Team Building
Education
Ohio University 1988 — 1992
Bachelor of Arts (B.A.), Communication, General
Lake Catholic High School 1984 — 1988
Lori Ayers Peterson Lori Ayers Peterson's Brookstone Capital Management Experience March 2010 - Present
Job Director of Creative Serices at Brookstone Capital Management
Industry Marketing and Advertising
Experience
Brookstone Capital Management March 2010 - Present
Lori Peterson Design and Marketing August 2002 - Present
City of Naperville June 2000 - August 2002
Ameritech February 1999 - June 2000
Skills
Newsletters, Graphic Design, Email Marketing, Advertising, Direct Mail, Graphics, Event Management, Marketing, Project Management, Brochures, Online Advertising, CRM, Web Design, Publications, Press Releases, Integrated Marketing, Brand Development, Creative Direction
Education
Northern Illinois University
BFA, Fine and Studio Arts
Brookstone Capital Management March 2010 - Present
Lori Peterson Design and Marketing August 2002 - Present
City of Naperville June 2000 - August 2002
Ameritech February 1999 - June 2000
Skills
Newsletters, Graphic Design, Email Marketing, Advertising, Direct Mail, Graphics, Event Management, Marketing, Project Management, Brochures, Online Advertising, CRM, Web Design, Publications, Press Releases, Integrated Marketing, Brand Development, Creative Direction
Education
Northern Illinois University
BFA, Fine and Studio Arts
George Fossing's Brookstone Capital Management Experience April 2011 - Present
Job President, NorthStar Financial & Retirement Planning, LLC
Industry Financial Services
Experience
NorthStar Financial & Retirement Planning September 2007 - Present
Brookstone Capital Management April 2011 - Present
WHKP Radio March 2012 - Present
Bankers Life and Casualty September 2006 - September 2007
Marriott Hotels 1984 - 1991
Marriott International 1984 - 1989
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Life Insurance, Strategic Financial..., Long-term Care, Term Life Insurance, Disability Insurance, Whole Life, Estate Planning, 401k, Financial Advisory, Financial Planners, IRAs, Small Business, Universal Life
Education
Long Island University, C.W. Post Campus 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
NorthStar Financial & Retirement Planning September 2007 - Present
Brookstone Capital Management April 2011 - Present
WHKP Radio March 2012 - Present
Bankers Life and Casualty September 2006 - September 2007
Marriott Hotels 1984 - 1991
Marriott International 1984 - 1989
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Life Insurance, Strategic Financial..., Long-term Care, Term Life Insurance, Disability Insurance, Whole Life, Estate Planning, 401k, Financial Advisory, Financial Planners, IRAs, Small Business, Universal Life
Education
Long Island University, C.W. Post Campus 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
David Wasson David Wasson's Brookstone Capital Management Experience 2010 - 2013
Job Owner at Wasson Insurance Services
Industry Investment Management
Experience
Wasson Investment Services January 2007 - Present
Social Security Elections made easy 2012 - 2013
Brookstone Capital Management 2010 - 2013
Covenant Reliance Producers 2009 - 2013
Crump Insurance 2006 - 2013
Crump Insurance 2006 - 2013
Insurance Industry 1980 - 2013
Rohnert Park Chamber of Commerce January 2010 - December 2012
Genworth Financial 2007 - 2011
Mutual of Omaha Insurance 2007 - 2011
Skills
Strategic Financial..., Long-term Care, Life Insurance, Investments, Fixed Annuities, Retirement Planning, Wealth Accumulation, Estate Planning, Income Planning, IRA Legacy Planning, Social Security, Financial Services, Insurance, Underwriting, Investment Advisory, Retirement, IRAs, Financial Goals, Finance, Financial Advisory, Wealth, Variable Annuities, Term Life Insurance, Disability Insurance
Education
Baylor University 1973 — 1975
College of Marin
Wasson Investment Services January 2007 - Present
Social Security Elections made easy 2012 - 2013
Brookstone Capital Management 2010 - 2013
Covenant Reliance Producers 2009 - 2013
Crump Insurance 2006 - 2013
Crump Insurance 2006 - 2013
Insurance Industry 1980 - 2013
Rohnert Park Chamber of Commerce January 2010 - December 2012
Genworth Financial 2007 - 2011
Mutual of Omaha Insurance 2007 - 2011
Skills
Strategic Financial..., Long-term Care, Life Insurance, Investments, Fixed Annuities, Retirement Planning, Wealth Accumulation, Estate Planning, Income Planning, IRA Legacy Planning, Social Security, Financial Services, Insurance, Underwriting, Investment Advisory, Retirement, IRAs, Financial Goals, Finance, Financial Advisory, Wealth, Variable Annuities, Term Life Insurance, Disability Insurance
Education
Baylor University 1973 — 1975
College of Marin
Katie Sivak Katie Sivak's Brookstone Capital Management Experience October 2008 - December 2011
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
BR RYALL YMCA February 2012 - Present
Brookstone Capital Management October 2008 - December 2011
LASO Corporation 2005 - 2008
Advanced System Applications (ASA) 1986 - 1990
Skills
Marketing, Team Building, Team Leadership, Public Speaking
Education
Loyola University Chicago 1980 — 1986
MSIR, Human Resources
Willowbrook High School
college prep
BR RYALL YMCA February 2012 - Present
Brookstone Capital Management October 2008 - December 2011
LASO Corporation 2005 - 2008
Advanced System Applications (ASA) 1986 - 1990
Skills
Marketing, Team Building, Team Leadership, Public Speaking
Education
Loyola University Chicago 1980 — 1986
MSIR, Human Resources
Willowbrook High School
college prep
Ron Rago Ron Rago's Brookstone Capital Management Experience 2014 - May 2015
Job Investment Advisor at Arlington Capital Management
Industry Investment Management
Experience
Arlington Capital Management June 2015 - Present
Brookstone Capital Management 2014 - May 2015
College Funding Strategies 2006 - May 2015
CNA Insurance 1983 - 2004
Skills
Reinsurance, Budgets, Financial Reporting, Retirement Planning, Retirement, Insurance, Microsoft Excel, Underwriting, Business Analysis, Strategic Financial..., Valuation, Divestitures, Financial Analysis, Management, Risk Management, Leadership, Mergers & Acquisitions, Financial Modeling, Financial Risk, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance
DePaul University 1977 — 1981
BS, Finance
Arlington Capital Management June 2015 - Present
Brookstone Capital Management 2014 - May 2015
College Funding Strategies 2006 - May 2015
CNA Insurance 1983 - 2004
Skills
Reinsurance, Budgets, Financial Reporting, Retirement Planning, Retirement, Insurance, Microsoft Excel, Underwriting, Business Analysis, Strategic Financial..., Valuation, Divestitures, Financial Analysis, Management, Risk Management, Leadership, Mergers & Acquisitions, Financial Modeling, Financial Risk, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance
DePaul University 1977 — 1981
BS, Finance
Kelsie Burdette Kelsie Burdette's Brookstone Capital Management Experience September 2015 - Present
Job Leasing Consultant at Brookstone Capital Management
Industry Real Estate
Experience
Brookstone Capital Management September 2015 - Present
RSVP Events March 2015 - August 2015
Precision Meetings & Events February 2015 - March 2015
Cascade Manor House April 2014 - March 2015
Choice Hotels International May 2014 - May 2014
Modern Day Floral & Events January 2013 - March 2014
Meridian Entertainment Group July 2013 - July 2013
Choice Hotels International May 2013 - May 2013
Contemporary Services Corporation - CSC April 2013 - April 2013
American Eagle Outfitters July 2009 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Event Planning, Photography, Interior Design, Customer Service, Graphic Design, Organizational..., Time Management, Marketing, Organization, Event Management, Weddings, Social Media, Social Networking, Hospitality, Leadership, Sales
Education
Grand Valley State University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Hospitality and Tourism Management
Jackson Community College 2009 — 2011
Business Administration and Management, General
Jackson High School 2005 — 2009
Jackson High School
Brookstone Capital Management September 2015 - Present
RSVP Events March 2015 - August 2015
Precision Meetings & Events February 2015 - March 2015
Cascade Manor House April 2014 - March 2015
Choice Hotels International May 2014 - May 2014
Modern Day Floral & Events January 2013 - March 2014
Meridian Entertainment Group July 2013 - July 2013
Choice Hotels International May 2013 - May 2013
Contemporary Services Corporation - CSC April 2013 - April 2013
American Eagle Outfitters July 2009 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Event Planning, Photography, Interior Design, Customer Service, Graphic Design, Organizational..., Time Management, Marketing, Organization, Event Management, Weddings, Social Media, Social Networking, Hospitality, Leadership, Sales
Education
Grand Valley State University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Hospitality and Tourism Management
Jackson Community College 2009 — 2011
Business Administration and Management, General
Jackson High School 2005 — 2009
Jackson High School
Emily Provost's Brookstone Capital Management Experience August 2015 - Present
Job Compliance Officer
Industry Financial Services
Experience
Brookstone Capital Management August 2015 - Present
Guggenheim Partners July 2008 - August 2015
Bell, Boyd & Lloyd June 2005 - July 2008
Wolfe, Wolfe & Ryd LLP 2003 - 2005
Skills
Series 7, Series 24, Corporate Law, Securities Regulation, SEC
Education
Loyola University of Chicago 2003 — 2005
ABA Approved Certificate of Paralegal Studies, Paralegal Studies
Northern Michigan University 1996 — 2001
Bachelor of Science (B.S.), Internaltional Studies
Brookstone Capital Management August 2015 - Present
Guggenheim Partners July 2008 - August 2015
Bell, Boyd & Lloyd June 2005 - July 2008
Wolfe, Wolfe & Ryd LLP 2003 - 2005
Skills
Series 7, Series 24, Corporate Law, Securities Regulation, SEC
Education
Loyola University of Chicago 2003 — 2005
ABA Approved Certificate of Paralegal Studies, Paralegal Studies
Northern Michigan University 1996 — 2001
Bachelor of Science (B.S.), Internaltional Studies
Heather Corley's Brookstone Capital Management Experience September 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Brookstone Capital Management September 2015 - Present
LPL Financial- Lisa Schomer CFP® September 2009 - May 2015
Waterstone Financial Group June 2006 - September 2009
Skills
Detail oriented, Organizes client..., Communicates clearly..., Financial Planning
Education
Elmhurst College 2012 — 2014
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
College of Dupage 2010 — 2012
Associate’s Degree
Brookstone Capital Management September 2015 - Present
LPL Financial- Lisa Schomer CFP® September 2009 - May 2015
Waterstone Financial Group June 2006 - September 2009
Skills
Detail oriented, Organizes client..., Communicates clearly..., Financial Planning
Education
Elmhurst College 2012 — 2014
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
College of Dupage 2010 — 2012
Associate’s Degree
Brian Korienek Brian Korienek's Brookstone Capital Management Experience February 2014 - Present
Job Senior Associate Advisor at Goldstone Financial Group
Industry Financial Services
Experience
Goldstone Financial Group February 2014 - Present
TCM Securities, Inc. February 2014 - Present
Brookstone Capital Management February 2014 - Present
McAdam Financial Group June 2012 - February 2014
Brogan & Brogan/Chicago Board of Trade November 2011 - June 2012
3Point Athletics June 2010 - May 2012
ADT Security Services September 2008 - November 2008
Skills
Strong verbal..., Able to Adapt to Change, Posses leadership skills, Leadership, Team Building, Management, Customer Service, Account Management, Sales Operations, Social Media Marketing, Sales Management, Direct Sales, New Business Development, Salesforce.com, Sales, Time Management, Marketing, Analysis, Cold Calling, Finance, Microsoft Excel, Portfolio Management, Financial Analysis
Education
DePaul University 2008 — 2012
Major: Business management Minor: Marketing Sales Leadership, Business Management
Downers Grove South High School 2004 — 2008
Goldstone Financial Group February 2014 - Present
TCM Securities, Inc. February 2014 - Present
Brookstone Capital Management February 2014 - Present
McAdam Financial Group June 2012 - February 2014
Brogan & Brogan/Chicago Board of Trade November 2011 - June 2012
3Point Athletics June 2010 - May 2012
ADT Security Services September 2008 - November 2008
Skills
Strong verbal..., Able to Adapt to Change, Posses leadership skills, Leadership, Team Building, Management, Customer Service, Account Management, Sales Operations, Social Media Marketing, Sales Management, Direct Sales, New Business Development, Salesforce.com, Sales, Time Management, Marketing, Analysis, Cold Calling, Finance, Microsoft Excel, Portfolio Management, Financial Analysis
Education
DePaul University 2008 — 2012
Major: Business management Minor: Marketing Sales Leadership, Business Management
Downers Grove South High School 2004 — 2008
Courtney Bonstrom Courtney Bonstrom's Brookstone Capital Management Experience February 2011 - Present
Job General Counsel at Brookstone Capital Management
Industry Financial Services
Experience
Brookstone Capital Management February 2011 - Present
Brookstone Capital Management February 2011 - November 2013
Mirabile Law Firm May 2007 - February 2011
Harold W. Conick and Associates July 2006 - June 2008
Education
Northern Illinois University College of Law 2005 — 2008
Doctor of Law (J.D.)
Bethel University 2002 — 2005
Bachelor of Arts (B.A.), Business and Political Science
Brookstone Capital Management February 2011 - Present
Brookstone Capital Management February 2011 - November 2013
Mirabile Law Firm May 2007 - February 2011
Harold W. Conick and Associates July 2006 - June 2008
Education
Northern Illinois University College of Law 2005 — 2008
Doctor of Law (J.D.)
Bethel University 2002 — 2005
Bachelor of Arts (B.A.), Business and Political Science
Drew Partridge Drew Partridge's Brookstone Capital Management Experience March 2014 - Present
Job Investment Advisor Representative at Partridge Wealth Builders
Industry Insurance
Experience
Brookstone Capital Management March 2014 - Present
CAPbenefits, Inc. December 2005 - Present
Reserve National Insurance Company November 1998 - December 2005
Skills
Sales, Retirement Planning, Insurance, Disability Insurance, Property & Casualty..., Life Insurance, New Business Development, Employee Benefits, Sales Management, Retirement, Health Insurance, Account Management, Wealth, Long-term Care, Fixed Annuities, Whole Life, IRAs, Small Business, Term Life Insurance, Homeowners, General Insurance, Commercial Insurance, Strategic Financial..., Underwriting
Education
Luther College 1993 — 1997
Bachelor's degree, Business Administration and Management, General
Luther College 1993 — 1997
Bachelor of Business Administration (B.B.A.) Minor:Communications, Business and Communications
Brookstone Capital Management March 2014 - Present
CAPbenefits, Inc. December 2005 - Present
Reserve National Insurance Company November 1998 - December 2005
Skills
Sales, Retirement Planning, Insurance, Disability Insurance, Property & Casualty..., Life Insurance, New Business Development, Employee Benefits, Sales Management, Retirement, Health Insurance, Account Management, Wealth, Long-term Care, Fixed Annuities, Whole Life, IRAs, Small Business, Term Life Insurance, Homeowners, General Insurance, Commercial Insurance, Strategic Financial..., Underwriting
Education
Luther College 1993 — 1997
Bachelor's degree, Business Administration and Management, General
Luther College 1993 — 1997
Bachelor of Business Administration (B.B.A.) Minor:Communications, Business and Communications
Darlene Bruns Darlene Bruns's Brookstone Capital Management Experience August 2013 - March 2014
Job Account Manager/Inside Sales at Horizons Window Fashions
Industry Investment Management
Experience
Horizons Window Fashions July 2014 - Present
Brookstone Capital Management August 2013 - March 2014
Sheerly Elegant August 2005 - September 2013
Molyneaux Financial Group/MassMutual Insurance Co. May 1996 - January 2000
Molyneaux Financial Group/Connecticut Mutual Agency January 1993 - May 1996
Connecticut Mutual 1991 - 1992
First Investors 1987 - 1991
Walden Investment Management Co ltd 1986 - 1987
PepsiCo January 1984 - June 1986
Motorola Solutions January 1980 - December 1983
Skills
Insurance, CRM, Employee Benefits, Retirement, Analysis, Loans, Finance, Management, Sales, Leadership, Salesforce.com
Education
DePaul University 1990 — 1996
Bachelor of Arts (BA), Marketing and Finance
Harper College 1982 — 1984
General, General Courses
Horizons Window Fashions July 2014 - Present
Brookstone Capital Management August 2013 - March 2014
Sheerly Elegant August 2005 - September 2013
Molyneaux Financial Group/MassMutual Insurance Co. May 1996 - January 2000
Molyneaux Financial Group/Connecticut Mutual Agency January 1993 - May 1996
Connecticut Mutual 1991 - 1992
First Investors 1987 - 1991
Walden Investment Management Co ltd 1986 - 1987
PepsiCo January 1984 - June 1986
Motorola Solutions January 1980 - December 1983
Skills
Insurance, CRM, Employee Benefits, Retirement, Analysis, Loans, Finance, Management, Sales, Leadership, Salesforce.com
Education
DePaul University 1990 — 1996
Bachelor of Arts (BA), Marketing and Finance
Harper College 1982 — 1984
General, General Courses
Don Daves Don Daves's Brookstone Capital Management Experience January 2014 - Present
Job Investment Advisor Representative at Brookstone Capital Management
Industry Financial Services
Experience
Brookstone Capital Management January 2014 - Present
Diamond Advisor Group October 2009 - Present
Diamond Advisory, LLC October 2009 - December 2013
Center Street Securities 2009 - December 2013
Education
Elon University 1975 — 1979
BS, Business Administration
Louisburg College 1973 — 1975
AS, Business
Brookstone Capital Management January 2014 - Present
Diamond Advisor Group October 2009 - Present
Diamond Advisory, LLC October 2009 - December 2013
Center Street Securities 2009 - December 2013
Education
Elon University 1975 — 1979
BS, Business Administration
Louisburg College 1973 — 1975
AS, Business
Craig Daves Craig Daves's Brookstone Capital Management Experience January 2015 - Present
Job Investment Advisor Representative at Brookstone Capital Management
Industry Financial Services
Experience
Brookstone Capital Management January 2015 - Present
Diamond Advisor Group October 2009 - Present
Diamond Advisory, LLC. October 2009 - December 2013
ING Financial Advisers, LLC June 2007 - October 2009
The Alford Group July 1998 - October 2009
Legend Equities Corp July 2004 - May 2007
ING Financial Partners January 1999 - June 2004
Skills
Investments, Retirement, 401k, Retirement Planning, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Microsoft Office, Roth IRA, Financial Planning, Annuities, Insurance, Asset Management, Wealth Management, Estate Planning, Securities, Portfolio Management, Long Term Care, Risk Management, Brokers, Retirement Income..., IRA's, Budgeting, Group Benefits, 403(b), 457(b), Roth 401(k), Roth 403(b), Roth 457(b), Charitable Giving..., Social Security
Education
Davidson County Community College 2012 — 2016
Associate of Applied Science (A.A.S.), Accounting, 4.0
Davidson County Community College 2011 — 2015
Associate of Applied Science (A.A.S.), Business Administration and Management, General, 4.0
Elon University 1990 — 1991
Broadcast Communications
Brookstone Capital Management January 2015 - Present
Diamond Advisor Group October 2009 - Present
Diamond Advisory, LLC. October 2009 - December 2013
ING Financial Advisers, LLC June 2007 - October 2009
The Alford Group July 1998 - October 2009
Legend Equities Corp July 2004 - May 2007
ING Financial Partners January 1999 - June 2004
Skills
Investments, Retirement, 401k, Retirement Planning, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Microsoft Office, Roth IRA, Financial Planning, Annuities, Insurance, Asset Management, Wealth Management, Estate Planning, Securities, Portfolio Management, Long Term Care, Risk Management, Brokers, Retirement Income..., IRA's, Budgeting, Group Benefits, 403(b), 457(b), Roth 401(k), Roth 403(b), Roth 457(b), Charitable Giving..., Social Security
Education
Davidson County Community College 2012 — 2016
Associate of Applied Science (A.A.S.), Accounting, 4.0
Davidson County Community College 2011 — 2015
Associate of Applied Science (A.A.S.), Business Administration and Management, General, 4.0
Elon University 1990 — 1991
Broadcast Communications
Kelly Eagan's Brookstone Capital Management Experience November 2014 - July 2015
Job Senior Project Manager of Technology Integration
Industry Investment Management
Experience
Brookstone Capital Management November 2014 - July 2015
Brookstone Capital Management April 2013 - November 2014
US Bank previously Park National Bank May 2010 - March 2013
Little Friends, Inc. March 2008 - March 2011
Park National Bank now part of U. S. Bank 2006 - May 2010
Park National Bank 2006 - 2010
JP Morgan Chase 2004 - 2006
Mayfair Development, LLC 2002 - 2004
Burnside Homes 1999 - 2002
United Homes 1997 - 1999
Skills
Sales Management, Marketing Strategy, Marketing Communications, Commercial Banking, Budgeting, Negotiation, Contract Negotiation, Planning, Budgets, Branch Banking, CRM, Consumer Lending, Management, Project Planning
Education
Bradley University 1993 — 1997
BS, Marketing and Retail Merchandising
Bradley University 1993 — 1997
Bachelor of Science (B.S.), Marketing and Retail Merchandising
Brookstone Capital Management November 2014 - July 2015
Brookstone Capital Management April 2013 - November 2014
US Bank previously Park National Bank May 2010 - March 2013
Little Friends, Inc. March 2008 - March 2011
Park National Bank now part of U. S. Bank 2006 - May 2010
Park National Bank 2006 - 2010
JP Morgan Chase 2004 - 2006
Mayfair Development, LLC 2002 - 2004
Burnside Homes 1999 - 2002
United Homes 1997 - 1999
Skills
Sales Management, Marketing Strategy, Marketing Communications, Commercial Banking, Budgeting, Negotiation, Contract Negotiation, Planning, Budgets, Branch Banking, CRM, Consumer Lending, Management, Project Planning
Education
Bradley University 1993 — 1997
BS, Marketing and Retail Merchandising
Bradley University 1993 — 1997
Bachelor of Science (B.S.), Marketing and Retail Merchandising
R.J. Zielinski's Brookstone Capital Management Experience February 2007 - August 2007
Job Financial & Budget Analyst at Friendship Senior Options
Industry Financial Services
Experience
Friendship Senior Options April 2012 - Present
Lutheran Life Communities November 2007 - February 2012
Brookstone Capital Management February 2007 - August 2007
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Retirement, Risk Management, Financial Reporting
Education
Marquette University 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Buffalo Grove High School 1995 — 1999
Friendship Senior Options April 2012 - Present
Lutheran Life Communities November 2007 - February 2012
Brookstone Capital Management February 2007 - August 2007
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Retirement, Risk Management, Financial Reporting
Education
Marquette University 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Buffalo Grove High School 1995 — 1999
Dean Zayed, JD, LLM, CFP's Brookstone Capital Management Experience July 2006 - Present
Job CEO, Brookstone Capital Management
Industry Investment Management
Experience
Brookstone Capital Management July 2006 - Present
Prizm Financial Advisors, Inc. January 2000 - Present
Perkins & Zayed, PC March 1999 - Present
Education
Northwestern University School of Law 1994 — 1997
Juris Doctor (J.D.)
Chicago-Kent College of Law
Masters Degree, Tax Law/Taxation
Northwestern University 1990 — 1994
Bachelor's Degree, Economics
Brookstone Capital Management July 2006 - Present
Prizm Financial Advisors, Inc. January 2000 - Present
Perkins & Zayed, PC March 1999 - Present
Education
Northwestern University School of Law 1994 — 1997
Juris Doctor (J.D.)
Chicago-Kent College of Law
Masters Degree, Tax Law/Taxation
Northwestern University 1990 — 1994
Bachelor's Degree, Economics
Tom Young's Brookstone Capital Management Experience July 2012 - Present
Job Agent for "Positive Change"/ In search of "Future Advocates"/ Building Trust one day at a time.
Industry Financial Services
Experience
Kaizen Financial Distributors January 2013 - Present
Brookstone Capital Management July 2012 - Present
Universal Financial Consultants June 2004 - March 2014
CNA 1997 - 2004
Best Insurance Services, Inc. January 1990 - May 1997
Essex Corp December 1986 - January 1990
W.W. Vincent & Company September 1984 - December 1986
E.O.I. Company January 1983 - September 1984
R. A. Appland & Associates, Inc. August 1981 - January 1983
AXA Equitable July 1975 - August 1981
Skills
Fixed Annuities, Retirement, Series 7, Insurance, Mutual Funds, Alternative Investments, Financial Advisory, Retirement Planning, Small Business, Long-term Care, Strategy, Finance, Alternative Investment..., Wealth Management, 401k, Wealth, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., IRAs, Hedged Equity, Investment Strategies, Securities, Management, Investments
Education
University of Illinois at Chicago 1972 — 1975
Quincy University 1970 — 1972
Montini 1966 — 1970
Kaizen Financial Distributors January 2013 - Present
Brookstone Capital Management July 2012 - Present
Universal Financial Consultants June 2004 - March 2014
CNA 1997 - 2004
Best Insurance Services, Inc. January 1990 - May 1997
Essex Corp December 1986 - January 1990
W.W. Vincent & Company September 1984 - December 1986
E.O.I. Company January 1983 - September 1984
R. A. Appland & Associates, Inc. August 1981 - January 1983
AXA Equitable July 1975 - August 1981
Skills
Fixed Annuities, Retirement, Series 7, Insurance, Mutual Funds, Alternative Investments, Financial Advisory, Retirement Planning, Small Business, Long-term Care, Strategy, Finance, Alternative Investment..., Wealth Management, 401k, Wealth, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., IRAs, Hedged Equity, Investment Strategies, Securities, Management, Investments
Education
University of Illinois at Chicago 1972 — 1975
Quincy University 1970 — 1972
Montini 1966 — 1970
Peter Trinidad's Brookstone Capital Management Experience July 2013 - Present
Job Leading Financial Professionals in Cutting Edge Concepts for the 21st Century
Industry Investment Management
Experience
Pillar Financial Inc, October 2002 - Present
Brookstone Capital Management July 2013 - Present
City of Chicago 1992 - 2002
Skills
IRAs, Estate Planning, Financial Planners, Retirement, Finance
Education
Purdue University 1987 — 1992
B.A.
DePaul University 2010 — 2012
Accounting and Finance
Pillar Financial Inc, October 2002 - Present
Brookstone Capital Management July 2013 - Present
City of Chicago 1992 - 2002
Skills
IRAs, Estate Planning, Financial Planners, Retirement, Finance
Education
Purdue University 1987 — 1992
B.A.
DePaul University 2010 — 2012
Accounting and Finance
Matthew Lovett's Brookstone Capital Management Experience November 2013 - Present
Job Chief Compliance Officer at Brookstone Capital Management
Industry Financial Services
Experience
Brookstone Capital Management November 2013 - Present
Independent Compliance Consulting May 2013 - Present
JHS Capital Advisors, Inc. September 2012 - May 2013
World Equity Group May 2010 - June 2012
Brewer Investment Group November 2009 - April 2010
Waterstone Financial Group September 2005 - September 2009
Ft. Washington Brokerage Services September 2002 - September 2005
Skills
Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Series 63, Investments, Asset Managment, Wealth Management, Series 65, Equities, Securities Regulation, Risk Management, Retirement Planning, Alternative Investments, 401k, Asset Management, Estate Planning, FINRA
Education
University of Maryland College Park 1990 — 1993
B.A., Economics
Brookstone Capital Management November 2013 - Present
Independent Compliance Consulting May 2013 - Present
JHS Capital Advisors, Inc. September 2012 - May 2013
World Equity Group May 2010 - June 2012
Brewer Investment Group November 2009 - April 2010
Waterstone Financial Group September 2005 - September 2009
Ft. Washington Brokerage Services September 2002 - September 2005
Skills
Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Series 63, Investments, Asset Managment, Wealth Management, Series 65, Equities, Securities Regulation, Risk Management, Retirement Planning, Alternative Investments, 401k, Asset Management, Estate Planning, FINRA
Education
University of Maryland College Park 1990 — 1993
B.A., Economics
Cinda Vari's Brookstone Capital Management Experience February 2012 - Present
Job Compliance at Brookstone Capital Management
Industry Financial Services
Experience
Brookstone Capital Management February 2012 - Present
Skills
Financial Planning, Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Wealth Management, Retirement, Insurance, Estate Planning, Investment Advisory, Life Insurance, Corporate Governance, Due Diligence, Mergers, Corporate Law, Securities, Risk Management
Education
DePaul University
Brookstone Capital Management February 2012 - Present
Skills
Financial Planning, Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Wealth Management, Retirement, Insurance, Estate Planning, Investment Advisory, Life Insurance, Corporate Governance, Due Diligence, Mergers, Corporate Law, Securities, Risk Management
Education
DePaul University