Capstone Financial Partners
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Capstone Financial Partners Employees
Compass Financial Partners - MyCompassFP 2010 - Present
Bartow County Bank Financial Services 2004 - 2010
Capstone Financial Partners 2004 - 2010
Education
Kennesaw State University - Michael J. Coles College of Business
Master of Business Administration (MBA)
Converse College
Bachelor of Science (BS), Finance, General
Converse College
Bachelor of Arts (BA), Accounting
New York Life Insurance Company September 2012 - Present
Partners Financial Group July 2010 - September 2012
Capstone Financial Partners September 2007 - October 2010
New York Life Insurance Company July 2004 - August 2007
New York Life Insurance Company May 2002 - July 2004
Spring Hlll Country Club May 2001 - April 2002
Grand Cypress Resort January 2000 - May 2001
Skills
Insurance, Estate Planning, College Recruiting, Financial Recruiting, Thought Leadership, Retirement, Employee Benefits, Health Insurance, Mutual Funds, IRAs, Disability Insurance, Fixed Annuities, Business Planning, Training, Life Insurance, Recruiting, Financial Advisory, 401k, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Leadership, Financial Planning
Education
Valdosta State University 1995 — 1997
Bachelor of Arts (B.A.), History
Abraham Baldwin Agricultural College 1993 — 1995
Business Administration and Management, General
Curian Capital March 2010 - Present
Curian Capital 2012 - 2013
Curian Capital March 2010 - 2012
Capstone Financial Partners January 2004 - March 2010
Skills
Series 7, Investments, Separately Managed..., Strategic Financial..., Mutual Funds, Retirement Planning, Asset Managment, Investment Advisory, Series 65, Variable Annuities, Insurance, Territory Development, Territory Management, Building Relationships, Contract Negotiation, Asset Management, Sales, Financial Analysis, Sales Force Development, Lead Generation, Uniform Combined State..., Asset Allocation, Securities, Wealth Management, Portfolio Management, Financial Advisory, Relationship Management, ETFs, Series 63
Education
The University of Georgia 1999 — 2003
Terry College of Business, Finance
Multivista October 2010 - Present
Capstone Financial Partners July 2007 - October 2010
Bank Capital Group LLC August 2006 - June 2007
Phenix Investment Associates December 2005 - August 2006
GVA Advantis May 2005 - December 2005
Skills
Negotiation, Sales Management, Sales Presentations, Sales Process, Construction, Tenant, Fashion Blogging, Sales, Contract Negotiation, Management, Selling, Budgets, Business Development, Contract Management, Finance, Insurance, Investment Properties, Investments, Leases, Residential Homes, Real Estate Development, Property Management, Marketing, Commercial Real Estate, Disposition
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Real Estate
Cara Payne Creative August 2013 - Present
DataComm Electronics November 2011 - August 2013
Capstone Financial Partners January 2010 - October 2011
University of South Carolina 2007 - 2009
Skills
Photoshop, InDesign, Graphic Design, Email Marketing, Marketing, Photography, Pre-Press Production, Package Design, Print Design, Adobe Creative Suite, Product Photography, Identity Design, Online Marketing, Illustrator, Web Design, Advertising, Direct Marketing, Social Media Marketing, Custom Invitations, Technical Writing, Technical Illustration, Brochures, Newsletters, Marketing Communications, Creative Direction, WordPress, Direct Mail, Mac, Adobe Acrobat, Logo Design, Corporate Branding
Education
University of South Carolina-Columbia 2005 — 2009
BA
Great-West Financial Retirement Education CounselorGreat West Retirement ServicesNovember 2011 - June 2013
MassMutual Financial Group February 2010 - November 2011
MassMutual Financial Group February 2008 - October 2009
Capstone Financial Partners February 2005 - February 2008
MML Investors Services 1990 - 2005
Education
Central Michigan University
Bachelor of Education (B.Ed.), History
Vroooom Web May 2013 - October 2013
The Family Center July 2011 - June 2013
Capstone Financial Partners May 2009 - January 2011
Little Blessings Nurturing Center January 2008 - December 2008
Merrill Lynch 2006 - 2008
Carmike Cinemas 2004 - 2006
WC Bradley 1990 - 1995
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Series 7, Financial Analysis, Estate Planning, Investments, Life Insurance, Insurance, Investment Management, Portfolio Management, Disability Insurance, Wealth Management..., Health Insurance, Investment Advisory, Financial Advisory, Mortgage Lending, Loans, Term Life Insurance, Employee Benefits, Alternative Investments, Risk Management, Small Business, Public Relations, Marketing Communications, Social Media Marketing, Corporate Communications, Media Relations, Corporate Branding, Corporate Finance, Investor Relations, Grants, Non-profit Leadership, Non-profit Volunteer, Marketing, Leadership, Management, Analysis, Social Networking, Event Planning, Fundraising, Business Development, Social Media, 401k, Fixed Annuities, SEO, Finance, Strategic Planning, Sales
Education
Columbus State University
Bachelor of Business Administration (B.B.A.)
The American College
GlassRatner Advisory & Capital Group April 2013 - Present
Georgia Department of Audits and Accounts September 2012 - April 2013
Kennesaw State University January 2012 - September 2012
Capstone Financial Partners September 2011 - December 2011
Sigma Phi Epsilon August 2010 - January 2011
Skills
Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Caseware, Forensic Accounting, GAAP
Education
Kennesaw State University 2011 — 2012
Masters, Accounting (Financial Reporting & Auditing Specialization)
Georgia Southern University 2007 — 2011
BBA, Accounting
The Strategic Financial Alliance September 2012 - Present
Capstone Financial Partners September 1997 - August 2012
Skills
Alternative Investments, Tax-advantaged..., Retirement Planning, Wealth Management, Strategic Financial..., Investments, Finance, Asset Management, Financial Services, Insurance, Estate Planning, Asset Allocation, IRAs, Small Business, Financial Advisory, Risk Management, Investment Advisory, 401k, Mutual Funds, Series 7
Education
Auburn University 1993 — 1997
Bachelor of Science (BS), Marketing
Oglethorpe University 1999 — 2001
Certified Financial Planner Program
MassMutual Financial Group September 2011 - Present
Capstone Financial Partners January 2000 - August 2011
The MONY Group April 1998 - December 1999
Skills
Financial Advisor..., Management Development...
Education
Fairfield University 1987 — 1991
BS Accounting, Accounting
Our Lady of Lourdes 1983 — 1987
Elite Insurance Group August 2011 - Present
Capstone Financial Partners December 2010 - December 2012
New York Life Insurance Company August 2009 - October 2010
Planet Cycle, Inc. June 2007 - August 2009
Georgia College & State University 2003 - 2005
Skills
Retirement Planning, Family Planning, Whole Life, Health Insurance, Retirement, Disability Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Fixed Annuities, Medicare, Insurance, Brokers, Employee Benefits
Education
Georgia College and State University 2003 — 2006
Accounting and Finance
Fifth Third Securities October 2012 - Present
Chase Investment Services Corp. November 2011 - October 2012
Capstone Financial Partners July 2009 - August 2011
MetLife June 2003 - July 2009
AXA Advisors June 2001 - June 2003
Education
The American College 2009 — 2011
CLF, Chartered Leadership Fellow
Macomb Community College 1999 — 2001
Associates, Vehicle Design
Capstone Financial October 2014 - Present
Capstone Financial January 2012 - October 2014
Capstone Financial January 2011 - January 2012
Zirkle and Hoffman, LLP July 2010 - December 2010
Capstone Financial Partners January 2010 - July 2010
Zirkle and Hoffman, LLP May 2009 - December 2009
EDAW, Inc July 2007 - May 2009
Reece, Hoopes, & Fincher May 2005 - July 2007
Niles Bolton Associates May 2004 - August 2004
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Adobe Creative Suite, Outlook, Microsoft Word, InDesign, Sustainability, AutoCAD, Photoshop, Marketing, Event Planning, SketchUp, Public Speaking, Submittals, Urban Planning, Illustrator, Social Media, Research, Project Management, Advertising, Social Media Marketing, Sales, Salesforce Training
Education
The University of Georgia 1999 — 2005
Bachelor of Landscape Architecture, Landscape Architecture
The Lovett School 1992 — 1999
Cranky's November 2011 - Present
Capstone Financial Partners January 2008 - September 2009
Harry Norman, Realtors January 2003 - January 2008
Skills
New Business Development, Public Speaking, Business Development, Insurance, Marketing Strategy, Real Estate Transactions, Strategic Financial..., Negotiation
Education
Le Cordon Bleu College of Culinary Arts-Atlanta 2010 — 2011
University of Vermont 1992 — 1997
St. George's School 1989 — 1992
The Buckley School 1979 — 1989
CORRect Onsite Detail January 2009 - Present
Capstone Financial Partners July 2011 - September 2011
Education
ITT Tech 2007 — 2009
Computer Aided Drafting and Design
Georgia State University 2001 — 2003
BA Business, Marketing
North Georgia College and State University 1998 — 2001
West Hall High School
Bright Trading, LLC January 2014 - Present
Capstone Financial Partners May 2010 - May 2012
New York Life Insurance Company September 2007 - May 2010
Greater Tallahassee Chamber of Commerce 2009 - 2010
Greater Tallahassee Chamber of Commerce 2008 - 2009
Florida Department of Juvenile Justice July 1999 - August 2006
Cargill 1989 - 1993
Skills
Insurance, Small Business, Finance, Wealth, Wealth Accumulation, Auditing, Securities, Financial Goals, Retirement Planning, Risk Assessment, Personal Finance, CPA
Education
Florida Agricultural and Mechanical University 1984 — 1989
B.S., Accounting
Peachtree Planning Corporation October 2011 - Present
Capstone Financial Partners September 2011 - January 2012
Colonial Bank November 2007 - May 2009
Education
Appalachian State University 1994 — 1999
BA, Music
Dixon Hughes Goodman LLP September 2014 - Present
Dixon Hughes Goodman LLP October 2012 - August 2014
The Country Club of Virginia September 2010 - October 2012
The Country Club of Virginia January 2011 - May 2011
Capstone Financial Partners June 2008 - July 2010
Skills
Microsoft Word, Microsoft Excel, SPSS, Solver, PowerPoint, Access, Financial Reporting, Microsoft Office, Social Media, Accounting, Nonprofits, Tax, Auditing, Finance, CPA
Education
Virginia Commonwealth University 2010 — 2011
Post-Baccalaureate Undergraduate Certificate, Accounting
Roanoke College 2006 — 2010
BBA, Business Administration with a concentration in Finance
Drivve Inc. March 2010 - Present
The Spizman Agency March 2010 - May 2010
EarthSearch Communications International August 2009 - March 2010
Capstone Financial Partners January 2009 - July 2009
Skills
Product Marketing, Marketing Strategy, Sales Management, Social Media Marketing, Email Marketing, Product Management, New Business Development, SaaS, Sales, Sales Process, Lead Generation, Business Development, Strategic Partnerships, B2B, Solution Selling, Sales Presentations, Direct Sales, Strategy, International Sales
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
B.B.A., Marketing, Graduated Cum Laude
University of Massachusetts, Amherst 2003 — 2004
McGriff, Seibels & Williams February 2014 - Present
McGriff, Seibels & Williams May 2013 - February 2014
Capstone Financial Partners July 2012 - September 2012
The Hanover Insurance Group June 2011 - August 2011
Memphis Country Club May 2009 - August 2009
Skills
Retirement Planning, Commercial Insurance, Employee Benefits, Health Insurance, Life Insurance, Microsoft Excel, Property, Risk Management, Underwriting
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance, Spanish Minor
Universidad Internacional Menéndez Pelayo (UIMP) 2010 — 2010
Advanced Spanish Culture, Advanced Spanish Language
Episcopal High School
Hutchison School
GamePlan Financial Marketing, LLC. 2009 - Present
Capstone Financial Partners 2009 - 2009
Ty J. Young and Associates 2007 - 2008
Skills
Finance, Life Insurance, Equity Indexed Annuities, Business Planning, Tax-advantaged..., Estate Planning, Tax Free Income, Public Speaking, Retirement Planning, Fixed Annuities, Retirement, Wealth, Insurance, Financial Planners, 401k, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Financial Services, Investment Strategies, Investment Advisory, Asset Management, Alternative Investments, Personal Financial..., Wealth Accumulation, Marketing, Equities, Securities, Mutual Funds, IRAs, Asset Allocation, Investment Management, 401k Rollovers, Separately Managed..., Indexed Annuities, Options, Variable Annuities, ETFs, Wealth Management..., Stocks, Bonds, Retirement Plan..., Uniform Combined State..., Fixed Income, Series 63, Long-term Care, Financial Planning
Education
Samford University
BA
BNY Mellon November 2012 - Present
Erickson Advisors August 2009 - June 2012
Wells Fargo March 2008 - August 2009
Capstone Financial Partners August 2004 - December 2007
State Farm Insurance Companies 2002 - 2004
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Retirement Income..., Series 7, Insurance, Investment Advisory, Strategic Financial..., Retirement, Financial Advisory, Investment Management, Securities, Wealth Management..., Finance, Estate Planning, Wealth
Education
University of Phoenix 2002 — 2004
BS in BA, Business Administration
Georgia State University 1998 — 2000
Biology/Spanish
University of Louisville 1994 — 1996
Biology/pre-med
Vining Financial Services, Inc. August 2011 - Present
Atlanta Women's Network 2012 - Present
NAWBO 2012 - 2013
Capstone Financial Partners August 2010 - August 2011
Closets By Design November 2007 - August 2010
Wachovia Bank, NA November 2004 - July 2007
Primerica Financial Services January 2000 - November 2004
Dennis, Corry, Porter & Smith 1998 - 2000
Various Private law firms June 1983 - December 1999
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Small Business, Financial Services, Insurance, Fixed Annuities, Financial Planning, Estate Planning, Financial Advisory, Life Insurance, Disability Insurance, Securities, Employee Benefits, Mutual Funds, Wealth Management, Risk Management, Portfolio Management, IRAs, Asset, Wealth, 401k, Long-term Care, Long Term Care, Annuities, IRA's
Education
University of Georgia - Terry College of Business 2008 — 2009
Certified Financial Planner Program
The University of Georgia 1978 — 1982
ABJ, Journalism/Business
National Center for Paralegal Training
Generalist
Nichiha USA March 2014 - Present
EMA Drives and Automation October 2013 - March 2014
Tweedy's Bagels, eTc. November 2011 - September 2013
Mustangs Unlimited May 2011 - November 2011
Capstone Financial Partners August 2010 - March 2011
Marriott International May 2007 - May 2010
Skills
Customer Service, Marketing, Business Development, Selling, Management, Purchasing, Human Resources, Customer Satisfaction, Retail, Sales, Sales Management, Marketing Strategy
Education
Georgia College and State University 2005 — 2009
Bachelor of Arts, History
Wynstone Golf Club December 2008 - Present
Hotel Blake, Chicago 2008 - 2008
Capstone Financial Partners 2007 - 2008
W Atlanta Hotel 2001 - 2007
Skills
Strategic Financial..., Forecasting, Budgets, Financial Analysis, Accounting, General Ledger, Financial Reporting, Account Reconciliation
Education
Brent International School
Brent International School
De La Salle University
Stable Waters Financial November 2011 - Present
Capstone Financial Partners June 2007 - November 2011
Skills
Strategic Financial..., Financial Planning, Cashflow Planning, Investment Advisory, Estate Planning, Insurance, Investments, Retirement Planning, Finance, Life Insurance, Disability Insurance, Long-term Care, Retirement, Wealth Accumulation, Mutual Funds, Management, Marketing, Strategic Planning, Customer Service, Leadership, Financial Services
Education
The University of Georgia 2003 — 2007
Bachelor's Degree
Self-Employed June 2006 - Present
Community Management Group, Inc. August 2011 - October 2012
Spartan Resources, LLC 2009 - 2011
Capstone Financial Partners 1999 - 2006
Skills
Bookkeeping, Microsoft Office, Customer Service, Employee Relations, Talent Acquisition, Event Planning, Business Strategy, Accounting, Strategic Planning, Team Leadership, Recruiting, Payroll, Human Resources, Account Management, Training
Education
Mercer University - Stetson School of Business and Economics
BBA, Finance
Liazon March 2014 - Present
Georgia Association of Health Underwriters - CSRA Chapter June 2013 - July 2014
WellPoint - Anthem Blue Cross - Blue Cross Blue Shield of Georgia August 2010 - March 2014
Capstone Financial Partners March 2009 - August 2010
ATLTonight LLC January 2006 - December 2008
Skills
Insurance, Employee Benefits, Health Insurance, Leadership, Sales, Medicare, Brokers, Healthcare, Marketing, Long Term Care Insurance, Disability Insurance, Retirement, Retirement Planning, Microsoft Excel, Finance, Small Business, Health Savings Accounts, Strategic Planning, Management, Strategic Partnerships, Recruiting, Sales Process, Underwriting, PowerPoint, Medicare Part D, Healthcare Consulting, Group Insurance, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Licensing, Benefits, Excel, Medicare Supplements, Healthcare Marketing, Technology, Private Exchanges
Education
Georgia Institute of Technology 2004 — 2008
Business, Finance, Marketing
The American College
RHU, Registered Health Underwriter
The American College
ChHC, Chartered Healthcare Consultant
BBVA Compass October 2011 - September 2013
HealthSouth May 2011 - September 2011
Capstone Financial Partners May 2010 - August 2010
Skills
SAS/SQL, SQL, Excel, Access, Economics, Data Mining, Data Analysis, Microsoft Excel, SAS, SAS programming, Analytics, Leadership, Forecasting, Analysis, Customer Analysis, Business Intelligence, Predictive Modeling, Statistics, Banking, Database Marketing, Financial Analysis, Databases, Statistical Modeling, Segmentation, Predictive Analytics, Business Analysis, Financial Modeling, Econometrics, Quantitative Analytics
Education
The Berlin School of Economics and Law 2013 — 2014
Master of Business Administration (M.B.A.)
University of Alabama, Manderson Graduate School of Business 2010 — 2011
Master's Degree, Applied Economics
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration, Economics
Atlas Roofing Corporation December 2012 - Present
Buckeye International October 2010 - December 2012
Capstone Financial Partners June 2010 - August 2010
Pendas Fastening May 2004 - November 2008
Skills
Sales, Customer Satisfaction, Microsoft Office, Sales Management, HTML, Key Account Management, Budgets, New Business Development, Customer Service, Account Management, Marketing, Pricing, Inventory Management, Negotiation, Microsoft Excel, Contract Negotiation
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Economics
Capstone Financial September 2011 - June 2014
MassMutual Financial Group September 2011 - June 2014
Capstone Financial Partners April 2002 - August 2011
American Express Financial Advisors May 1995 - April 2002
Skills
Organizational..., Recruiting, Business Coaching, Leadership Development, Personal Development, Sales Management, Change Management, New Business Development, Business Planning, Strategic Financial..., General Securities..., General Securities..., Licensed to Sell..., Training, Sales, Marketing
Education
The University of Georgia 1984 — 1989
A.B., History
Brookwood High School 1981 — 1984
South Gwinnett High School 1980 — 1981
Atlanta Falcons September 2015 - Present
I-Business Network January 2015 - August 2015
I-Business Network December 2011 - January 2015
Capstone Financial Partners December 2009 - January 2011
Butler, Wooten & Fryhofer July 2006 - December 2009
United States Navy December 2000 - September 2005
Skills
Cloud Computing, Business Process, Management, Crystal Reports, Networking, Team Leadership, Business Intelligence, Project Management, Software Project..., Data Center, Integration, Business Analysis, Customer Service, SAP Implementation, SAP Business One, CRM, Databases, Java, Help Desk Support, SharePoint, Data Migration, ERP, Creative Problem Solving, Web Hosting, Customer Support, Software Lifecycle..., SAP ERP
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
BBA, Computer Information Systems
Shiloh HIgh School 1996 — 2000
PNC June 2015 - Present
GetInsured April 2011 - April 2015
Capstone Financial Partners March 2011 - August 2011
AT&T, Inc. January 2009 - March 2011
ERA July 2007 - January 2009
Synovus July 2001 - July 2007
Skills
Finance, Financial Planning, Financial Services, Analysis, Customer Service, Leadership, Sales, Insurance, Investments, Portfolio Management, Management, Access, Strategic Financial..., Public Speaking, Microsoft Office, Team Building
Education
Columbus State University 2000 — 2005
B.B.A, FINANCE
CityGreen Services 2013 - Present
The Erosion Company (TEC) January 2013 - 2013
Capstone Financial Partners September 2010 - December 2012
The Brickman Group August 2010 - August 2011
GreenCare by Outdoor Expressions April 2010 - November 2010
TruGreen LandCare February 2004 - September 2006
Omni Landscape Group 2004 - 2006
Skills
Insurance, Disability Insurance, Sales Management, Customer Relations, Landscape Management, Contract Negotiation, Contract Management, Landscaping, New Business Development, Horticulture, Renovation, Residential Design, Site Planning, Negotiation, Landscape Construction
Education
The University of Georgia 2001 — 2002
InComm April 2014 - Present
Petersen Aluminum Corporation May 2012 - April 2014
Fire & Flavor Grilling Co. May 2010 - May 2012
Capstone Financial Partners April 2009 - August 2009
Capstone Financial Partners April 2009 - August 2009
Pi Kappa Phi Fraternity 2007 - 2009
Technical Answer Group, Inc August 2005 - January 2008
Skills
Salesforce.com, Marketing, Sales, CRM, Cold Calling, Customer Service, Microsoft Excel, Outlook, Social Media Marketing, Social Media, Facebook, Marketing Strategy, Interviews, Accounting, Microsoft Office, Leadership, Sales Management, Account Management
Education
Georgia State University 2006 — 2010
B.B.S, Marketing
Georgia State University 2006 — 2010
Bachelor of Business Administration, Marketing
Capstone Financial Partners TellerWachovia, A Wells Fargo CompanyJune 2010 - November 2011
First Atlanta Flooring August 2009 - December 2009
Georgia State University June 2009 - August 2009
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
Bachelor of Business Administration, Marketing
Emory University School of Medicine January 2014 - Present
Allscripts December 2012 - January 2014
Allscripts January 2012 - December 2012
Capstone Financial Partners July 2011 - September 2011
Federal Reserve Bank of Atlanta May 2010 - March 2011
Emory University September 2009 - January 2010
United Community Bank June 2009 - August 2009
Savannah Heart Care PC May 2007 - August 2008
The Goodness and Mercy Foundation June 2007 - June 2008
Georgia Eye Institute July 2006 - August 2006
Skills
PowerPoint, Research, Accounting, Microsoft Excel, Microsoft Word, Project Management, Risk Management, Data Analysis, Business Analysis, EHR, Budgets, Word, Health, Economics
Education
Emory University 2007 — 2011
Bachelors of Arts, History, Economics
OneBeacon Insurance May 2015 - Present
ACE Group July 2013 - May 2015
American Family Insurance February 2012 - June 2013
Capstone Financial Partners June 2010 - February 2012
Chick-fil-A 2001 - 2010
Skills
Insurance, Sales, Commercial Insurance, Leadership, Underwriting, Property & Casualty..., Liability, Risk Management, Umbrella Insurance, Customer Service, Pollution Liability
Education
University of Georgia - Terry College of Business 2008 — 2010
BBA, Risk Management and Insurance
Young Harris College 2006 — 2008
Associate's degree
Capstone Financial Partners 2011 - Present
Quality Inn & Suites Statesboro, Ga 2010 - 2011
Xanterra Parks & Resorts May 2008 - August 2009
Arby's Restaurant Group August 2005 - May 2008
Education
Georgia Southern University - College of Business Administration 2004 — 2011
BBA, Marketing
GRA Advisory Group / Principal Financial Group December 2006 - Present
Capstone Financial Partners December 2003 - November 2006
Lincoln Financial Group March 2003 - October 2003
Home Solutions, LLC September 2001 - March 2003
Aeonware, Inc. December 2000 - August 2001
Buildnet, Inc January 2000 - November 2000
DeWalt Tools / Black & Decker July 1993 - December 1999
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Life Insurance, Estate Planning, Investment Advisory, Series 6, Underwriting, Series 63, Term Life Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
MBA, Marketing
University of Florida 1988 — 1993
Bachelor of Science, Marketing
Capstone Financial Partners October 2009 - Present
Education
University of San Francisco 1986 — 1988
Oppenheimer & Co. Inc. December 2014 - Present
Angel Oak Capital January 2013 - December 2014
Wells Real Estate Funds April 2011 - January 2013
Capstone Financial Partners May 2010 - March 2011
New York Life April 2007 - April 2010
Skills
Series 7 and 63, Series 65, Alternative Investments, Wealth, Investments, Securities, Capital Markets, Investment Management, 529 Plans, Financial Modeling, Finance, Sales, Hedge Funds, Fixed Income, Equities, Private Placements, Relationship Management
Education
Georgia Southern University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Southeast Capital Investment Group-An Independent Firm Raymond James Financial Services, Inc. September 2011 - Present
Capstone Financial Partners June 2007 - September 2011
New York Life June 2003 - May 2007
Skills
Securities, Insurance, Financial Advisory, Retirement Planning, Finance, IRAs, Disability Insurance, Fixed Annuities, Wealth Management, Retirement, FINRA, Long Term Care Insurance, Investment Advisory, Investment Strategies, 401k Rollovers, Investments, Estate Planning, Series 63, Mutual Funds, Long-term Care, Strategic Financial..., Investment Management, Financial Goals, Life Insurance, 401k, Series 7, Financial Planners, Asset Allocation, Variable Annuities, Alternative Investments, Financial Services
Education
The American College 2010 — 2012
Financial Planning
Leadership Lowndes 2010 — 2011
Valdosta State University 1998 — 2003
BFA, Public Relations
Valdosta High School 1994 — 1998
New South Financial Group. October 2009 - Present
BANG March 2009 - Present
Capstone Financial Partners August 2008 - September 2009
New York Life Insurance Company June 2004 - August 2008
United States Army Reserve November 1986 - October 2003
Education
City University of New York-College of Staten Island 1982 — 1984
Associates
Pacific Life Insurance Company September 2011 - Present
Pacific Life Insurance Company 2005 - 2011
Capstone Financial Partners 2001 - 2005
Federated Insurance 1998 - 2001
Skills
Advanced Sales, Business Planning, Concept Knowledge, Consultative Sales, Estate Planning, Executive Benefits, Family Protection, Financial Products, Income Planning, Life Insurance, Long-Term Care, Marketing Strategy, Practice Management, Product Training, Public Speaking, Retirement, Retirement Strategies, Sales and Marketing, Series 7, Series 26, Series 63, Strategic Planning, Succession Planning, Survivorship Life
Education
Stetson University
Bachelor of Business Administration (BBA), Corporate and Investment Finance
GenSprings Family Offices LLC April 2011 - Present
Capstone Financial Partners 2010 - April 2011
PPA Investment Company May 2010 - August 2010
Skills
Strategic Financial..., Financial Advisory, CRM, Estate Planning, Retirement, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Certified Financial...
Education
The University of Georgia 2008 — 2010
Bachelors of Science in Family and Consumer Sciences Financial Planning, Family and Financial Planning
Georgia College and State University
Lincoln Financial Group March 2008 - Present
Capstone Financial Partners January 2006 - March 2008
Skills
Insurance, Disability Insurance, Life Insurance, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, Enrollment Management, Term Life Insurance, Underwriting, Health Insurance, Employee Benefits, Retirement Planning, Marketing, Sales, Customer Service, Leadership, Fixed Annuities, Management
Education
The University of Georgia 2001 — 2006
Financial Planning