Capstone Financial Advisors
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Capstone Financial Advisors Employees
Capstone Financial Advisors October 2012 - Present
Northwestern Mutual April 2011 - May 2012
Woodglen Nursing Home and Rehabilitation Center June 2009 - April 2011
Skills
Insurance, Customer Service, Series 63, Investments, Microsoft Excel, Retirement Planning, Mutual Funds, PowerPoint, Fixed Annuities, Disability Insurance, Microsoft Office, Life Insurance
Education
Northern Illinois University 2005 — 2009
BA, History
McDonald's Corporation December 2014 - Present
McDonald's Corporation July 2013 - December 2014
McDonald's Corporation November 2010 - July 2013
McDonald's Corporation October 2007 - October 2010
Capstone Financial Advisors July 2006 - October 2007
McDonald's Corporation November 2005 - July 2006
Skills
Business, Economics, Financial Risk, Teamwork, Asset Management, Derivatives, Treasury, Commodity Risk..., FX Hedging, FX Options, Hedge Accounting, Financial Modeling, Financial Analysis, Bloomberg, Strategic Financial..., Financial Planning, Corporate Finance, Customer Service, Microsoft Excel, Strategy, Banking, Forecasting, Risk Management
Education
Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Management & Strategy, Accounting
Benedictine University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Clune and Associates December 2013 - Present
Capstone Financial Advisors May 2012 - December 2013
University of Kansas August 2011 - May 2012
Wells Street Companies June 2011 - August 2011
Walter J Newton & Company May 2010 - January 2011
Sigma Chi Fraternity August 2010 - December 2010
Interfraternity Council January 2010 - December 2010
Swanson, Martin & Bell LLP May 2008 - January 2010
Skills
Microsoft Excel, Finance, Microsoft Office, Financial Analysis, PowerPoint, Research, Marketing, Public Speaking, Social Media, Microsoft Word, Investments, Management, Financial Modeling, Valuation
Education
University of Kansas 2008 — 2012
Bachelor of Science (BS), Finance, General
Montini Catholic
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
Zeigler Automotive Group February 2014 - September 2014
Harold Zeigler Automotive Group December 2011 - February 2014
Capstone Financial Advisors October 2007 - March 2012
Skills
Employee Benefits, Business Insurance..., Buy-sell Agreements, Succession Planning, Key Person Protection, Risk Management, 401k Rollovers, Education Funding..., Retirement Income..., Life Insurance..., Multi-generational..., Charitable Giving, Personal Finance, Asset Protection, Lifetime Income..., Wealth Preservation..., Gifting Strategies, Grandchild Gifting, Retirement, Income Protection, Investments, Variable Annuities, Whole Life Insurance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Sales, Customer Satisfaction, Customer Service, Leadership, Customer Retention, Team Building, Marketing, Sales Process, Sales Management, Management, Sales Operations, Selling, Time Management, Account Management, Process Improvement, New Business Development, Business Development, Team Leadership, Business Planning, Business Strategy, Strategic Planning, Teamwork
Education
Indiana Wesleyan University 2008 — 2010
Accounting, Accounting
Lee University 1996 — 1997
Business Administration and Management, General
Mattawan Consolidated
Capstone Financial Advisors June 2015 - Present
Capstone Financial Advisors May 2014 - August 2014
MBK Financial Services May 2013 - August 2013
Constructive Chaos, LLC May 2012 - August 2012
Skills
Teamwork, Leadership, Microsoft Office, Time Management, Customer Service, Budgets, Event Planning, Financial Analysis, Team Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Agricultural and Consumer Economics
Mariner Wealth Advisors September 2015 - Present
Brownson, Rehmus & Foxworth April 2015 - September 2015
Capstone Financial Advisors September 2013 - April 2015
State Farm April 2013 - September 2013
State Farm Insurance December 2011 - April 2013
State Farm Insurance January 2011 - December 2011
Skills
Strategic Financial..., Wealth Management, Estate Planning, Asset Allocation, Investments, Income Tax, Integrity, Insurance, Team Leadership, Market Research, Strategy, Critical Thinking, Communication, Passion for Helping..., Financial Planning, Risk Management, Executive Compensation..., Investment Advisory..., Business Planning, Compensation Planning, Wealth Transfer, Philanthropy, Succession Planning, Family Services
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Agricultural and Consumer Economics, Financial Planning, Graduated with Honors
Lincoln Land Community College 2007 — 2009
Associate's degree, Business/Commerce, General, 3.56
Lincoln Community High School 2004 — 2007
Capstone Financial Advisors May 2014 - Present
Ashfield Capital Partners June 2013 - May 2014
Ashfield Capital Partners February 2010 - May 2013
Ashfield Capital Partners October 2007 - January 2010
Hewins Financial June 2006 - September 2007
Skills
Equities, Mutual Funds, Securities, Portfolio Management, Investments, Financial Analysis
Education
University of California, Davis 2001 — 2006
Bachelor of Arts (B.A.)
Northern Trust Corporation July 2014 - Present
Allstate June 2013 - July 2014
Capstone Financial Advisors September 2012 - May 2013
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Investments, Analysis, Microsoft Office, Data Analysis, Microsoft Word, Valuation, Budgets, Customer Service, Financial Analysis, Finance, Equities, Research, Excel, Word, Strategic Planning, Real Estate, Budgeting, WordPress, SEO, Blogging, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Brother Rice High School 2004 — 2008
St. Bede the Venerable
Capstone Financial Advisors May 2015 - Present
University of Illinois at Urbana-Champaign August 2013 - Present
University of Illinois at Urbana-Champaign September 2012 - Present
Basil Financial March 2015 - March 2015
University of Illinois at Urbana-Champaign October 2012 - 2015
Skills
Money Guide Pro, Microsoft Excel, Microsoft Word, Microsoft Office, Research, PowerPoint, Public Speaking, Data Analysis, Social Media, Editing, Spanish, Customer Service
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science in Agriculture and Consumer Economics, Financial Planning
Oracle February 2015 - Present
Midway City Gas March 2013 - Present
Oracle January 2012 - January 2015
Capstone Financial Advisors March 2009 - October 2011
Capstone Financial Advisors March 2009 - October 2011
The Ayco Company, L.P. July 2006 - November 2008
Circuit City March 1999 - February 2003
Skills
Investment Strategies, Investment Advisory, Strategic Planning, Project Planning, Project Implementation, Software Project..., Portfolio Management, Model Portfolios, Financial Analysis, Financial Planning, Software Implementation, BigMachines, Strategic Financial..., Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Financial Modeling, CRM, Strategy, SaaS, Program Management, Analysis, Salesforce.com, Analytics, Data Analysis, Team Leadership, Management, Product Management
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2006
MBA, Finance, Marketing
Eastern Illinois University 2003 — 2004
BS, Finance
Capstone Financial Advisors November 2004 - Present
Skills
Certified Financial..., Chartered Financial...
Education
Loyola University of Chicago 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, International Business, and Human Resource Management
Capstone Financial Advisors January 2006 - Present
Capstone Financial Advisors January 2005 - Present
Capstone Benefits Advisors January 2006 - Present
OwnOccDoc.com January 2011 - Present
Northwestern Mutual Life January 1991 - December 2005
Skills
Insurance, Employee Benefits, Health Insurance, Investments, Retirement Income..., Investment Advisory, 401k, Retirement Planning, Retirement, Securities, Financial Advisory, Disability Insurance, Long-term Care, Small Business, Life Insurance, Wealth Management, Financial Planners, Term Life Insurance, Fixed Annuities, Critical Illness, IRAs, Estate Planning, Finance, Whole Life, Universal Life, Strategic Financial..., Long Term Care Insurance, Mutual Funds, Financial Services, Wealth Accumulation, Health Savings Accounts, Pensions, Investment Strategies, Series 7, Series 63, Asset Allocation, Strategic Planning, Leadership, Management
Education
University of Alabama 1984 — 1988
Communications, Advertising
Capstone Financial Advisors March 2014 - Present
USAA July 2011 - March 2014
Northern Trust July 2008 - July 2011
Northern Trust May 2006 - July 2008
The Mason Companies May 2000 - May 2006
PricewaterhouseCoopers May 1998 - May 2000
Skills
Investment Advisory, Finance, Investment Strategies, Asset Allocation, Series 7, Financial Advisory, Wealth Management..., Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Insurance Planning, Financial Planning, Estate Planning, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
Master of Business Administration (MBA), Accounting and Finance
DePaul University 1987 — 1991
Bachelor of Science (B.S.), Finance