CPI Qualified Plan Consultants

Industry: Company

Description

Founded: 1972 Parent organization: CMFG Life Insurance Company Subsidiary: Gatekeeper Administration & Consulting LLC

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CPI Qualified Plan Consultants Employees

Employee
Years
Job
Industry
Kristen O'Neal Kristen O'Neal Great Bend, Kansas Details
Kristen O'Neal's CPI Qualified Plan Consultants Experience January 2013 - November 2013
Job Dispatch/911 Communications Officer at Barton County
Industry Hospital & Health Care
Experience
Barton County   April 2014 - Present
CPI Qualified Plan Consultants   January 2013 - November 2013
Hospice  November 2007 - May 2012
Caring Senior Service  January 2010 - January 2012

Skills
Marketing and Sales, Senior Healthcare, Hopice Education, Public Speaking, Business Administration, Volunteer Management, Healthcare, Outlook, Customer Service, Sales, PowerPoint, Strategic Planning, Elder Care, Microsoft Word, Microsoft Office, Long-term Care, Microsoft Excel, Marketing, Leadership, Insurance

Education
Barton County Community College   2013 — 2015
Registered Nursing/Registered Nurse

Mesa Community College   2002 — 2004
Nursing Education

Barton County Community College

Russell Linderer, QPA, QKA, TGPC Russell Linderer, QPA, QKA, TGPC Great Bend, Kansas Details
Russell Linderer, QPA, QKA, TGPC's CPI Qualified Plan Consultants Experience June 2008 - Present
Job Operations Analyst II at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group  August 2015 - Present
CUNA Mutual Group  June 2008 - Present
CPI Qualified Plan Consultants   June 2008 - Present
City of Larned   May 2000 - August 2013
National Park Service  May 2005 - May 2008
Kansas State University  January 2005 - May 2008

Skills
403(b), 457 Plans, Retirement, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Data Analysis, 401k, Time Management, Employee Benefits

Education
Kansas State University   2003 — 2008
BS, Management Information Systems

Kyle Mitchum, QKA Kyle Mitchum, QKA Madison, Wisconsin Area Details
Kyle Mitchum, QKA's CPI Qualified Plan Consultants Experience March 2001 - January 2011
Job Manager, Institutional Development and Solutions CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Group  August 2014 - Present
CUNA Mutual Retirement Solutions  January 2005 - July 2014
CPI Qualified Plan Consultants   March 2001 - January 2011
CPI Qualified Plan Consultants   March 2001 - May 2009
CPI Qualified Plan Consultants   March 2005 - May 2008
Claflin School District #354   August 2004 - December 2005
Central Kansas Library System   January 1999 - January 2001

Skills
401k, Retirement, Qualified Retirement..., Financial Services, Mutual Funds, Investments, Retirement Planning, FINRA Registered, Pensions, Microsoft Excel, Retirement Plan..., Profit Sharing, Investment Advisory, Defined Contribution, ERISA, Asset Allocation, Defined Benefit, Fixed Annuities, IRAs, Strategic Planning, Microsoft Word, FINRA, ETFs, Variable Annuities, Securities, 401k Rollovers, Wealth Management

Education
Kansas State University   1999 — 2003

James Waitt James Waitt Great Bend, Kansas Details
James Waitt's CPI Qualified Plan Consultants Experience April 2010 - December 2014
Job Information Systems Administrator at Doonan Specialized Trailer
Industry Investment Management
Experience
Doonan Specialized Trailer   December 2014 - Present
4Kaztwylde Web Designs   November 1999 - Present
CUNA Mutual Retirement Solutions  April 2014 - December 2014
CPI Qualified Plan Consultants   April 2010 - December 2014
CPI Common Remitter Services, a Division of CPI Qualified Plan Consultants   July 2007 - April 2010

Skills
Retirement Planning, Networking, Microsoft SQL Server, Windows, Pensions, Mutual Funds, Defined Benefit, Retirement, 401k, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Leadership, Investments, Employee Benefits, Computer Hardware, 403 b

Education
Fort Hays State University   2004 — 2010
Bachelor of Science, Information Networking and Telecommunications With Emphasis in Web Development

Barton Community College, Kansas, United States   1978 — 2001
Associate's degree, Computer Information Technology

Rhonda Eurich Rhonda Eurich Great Bend, Kansas Details
Rhonda Eurich's CPI Qualified Plan Consultants Experience May 2005 - November 2013
Job Education and Enrollment ServicesCUNA Mutual Retirement Solutions
Industry Accounting
Experience
CUNA Mutual Retirement Solutions  November 2013 - Present
CPI Qualified Plan Consultants   May 2005 - November 2013
St. Francis Community Services  2011 - 2012

Skills
FINRA Registered, 401k, Defined Contribution, Microsoft Excel

Education
Great Bend High School

Kansas State University
Bachelor of Science (BS), Apparel and Textile Marketing Management

Callie Owen Callie Owen Great Bend, Kansas Details
Callie Owen's CPI Qualified Plan Consultants Experience June 2010 - May 2012
Job Office Manager at Comfort Pro, Inc.
Industry Accounting
Experience
Comfort Pro, Inc.   December 2014 - Present
M & F Plumbing Heating and Air   February 2012 - November 2014
CPI Qualified Plan Consultants   June 2010 - May 2012
Jackson Hewitt  January 2010 - April 2010
JaCam Chemicals  May 2006 - December 2006

Skills
Accounting, Accounts Payable, Payroll, Tax, Employee Benefits, Outlook, Access, Microsoft Excel, Microsoft Word, QuickBooks, Accounts Receivable, Budgets, PowerPoint, Bookkeeping, Account Reconciliation, Strategic Financial..., Microsoft Office, Financial Planning

Education
Fort Hays State University   2009 — 2010
Accounting and Finance

University of Kansas   2005 — 2009
Bachelor of Science, Accounting

Lynn Kern Lynn Kern Great Bend, Kansas Details
Lynn Kern's CPI Qualified Plan Consultants Experience December 2003 - October 2005
Job Senior Document Specialist at CUNA Mutual Retirement Solutions
Industry Investment Management
Experience
CUNA Mutual Retirement Solutions f/k/a CPI Qualified Plan Consultants, Inc.   August 1996 - Present
CPI Qualified Plan Consultants   December 2003 - October 2005
CPI Qualified Plan Consultants   September 2002 - December 2003
CPI Qualified Plan Consultants   May 1996 - September 2002
Barton County Community College  March 1994 - August 1995
Barton County Community College  May 1995 - July 1995
Barton County Community College  January 1995 - May 1995
Barton County Community College  May 1988 - March 1994
Keenan and Boeckman, P.A.   January 1987 - November 1987
Claflin Cooperative Association   September 1984 - December 1986

Skills
Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Windows, Customer Service, Retirement, Investments, Accounting, Business Development, Human Resources, Program Management, Leadership, Training

Education
National College   1994 — 1995
Bachelor of Science (BS), Applied Management

Barton County Community College   1984 — 1994
Associate's degree, Applied Science

Brown Mackie College-Salina   1983 — 1984
Diploma, General Secretarial

Hoisington High School   1979 — 1983
Diploma, General

Laura Straub Laura Straub Great Bend, Kansas Details
Laura Straub's CPI Qualified Plan Consultants Experience May 2001 - December 2013
Job Marketing Manager at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  January 2014 - Present
Club 1 Fitness   July 2006 - December 2013
CPI Qualified Plan Consultants   May 2001 - December 2013
CPI Qualified Plan Consultants   August 1997 - May 2001
CPI Qualified Plan Consultants   October 1993 - August 1997
CPI Qualified Plan Consultants   June 1988 - October 1993

Skills
Graphic Design, Advertising, Adobe Creative Suite, Photoshop, Illustrator, PowerPoint, Microsoft Word, Microsoft Office, Brochures, Adobe Acrobat, Web Design, Microsoft Excel, Customer Service, Outlook, InDesign, Layout, Word, Excel, Retirement

Education
Barton County Community College   1986 — 1998
Associates of Applied Science

Andres Bayona Andres Bayona Irving, Texas Details
Andres Bayona's CPI Qualified Plan Consultants Experience 2000 - 2002
Job Graphic Designer & Marketing Specialist
Industry Graphic Design
Experience
Kitchen Fair   September 2013 - Present
Precision Printing & Supply   January 2005 - July 2013
Butler County Community College  August 2003 - December 2004
CPI Qualified Plan Consultants   2000 - 2002
Idea Digital   1993 - May 1999

Skills
Illustrator, Photoshop, InDesign, Dreamweaver, Corel Draw, HTML + CSS, Bilingual-Spanish, Premiere, jQuery, Microsoft Office, WordPress, Joomla, CMS, E-commerce, css3, HTML 5, HTML emails, Adobe Creative Suite, CSS, Graphic Design, Graphics, Advertising, Web Design, Logo Design, Marketing Strategy

Education
Morningside Evaluations and Consulting
Bachelor of Science (B.S.), Graphic Design and Business Administration

Buttler County Community College
Associate's degree, Computer Science

Barton County Community College
Associate's degree, Applied Science

Fort Hays State University
Graphic Design

Politecnico Grancolombiano
Marketing & Advertising

Joni Helm Joni Helm Wichita, Kansas Details
Joni Helm's CPI Qualified Plan Consultants Experience 2005 - 2007
Job Traveling Manager at Portrait Innovations
Industry Photography
Experience
Portrait Innovations  November 2007 - Present
Portrait Innovations  May 2007 - Present
Interstate Studio  2007 - 2008
CPI Qualified Plan Consultants   2005 - 2007
Sunflower Bank  2000 - 2005

Skills
Portrait Photography, Digital Photography, Event Photography, Studio Photography, Banking, Customer Service, Retail Banking, Retail Sales, Training & Development, Management, Photography, Photoshop, Team Leadership, Travel Management, Sales, Portraits, Adobe Creative Suite, Budgets

Education
Cowley College   2014 — 2014
Business Administration and Management, General

Art Institute of Pittsburgh   2009 — 2013
Photography

Barton County Community College   2000 — 2001
business management

Great bend high school   1997 — 2000

Caryn Kaiser Caryn Kaiser Great Bend, Kansas Details
Caryn Kaiser's CPI Qualified Plan Consultants Experience March 2010 - August 2013
Job Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  February 2015 - Present
American Family Insurance  March 2014 - February 2015
CPI Qualified Plan Consultants   March 2010 - August 2013

Skills
Sales, Marketing, Presentations, Customer Service, Inspection, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Research, Risk Assessment, Time Management, Analysis, Strategy

Education
Barton County Community College

Dedra Goodenough Dedra Goodenough Ellinwood, Kansas Details
Dedra Goodenough's CPI Qualified Plan Consultants Experience August 2013 - January 2015
Job Graphic Designer
Industry Fine Art
Experience
Gunslinger Mercantile   January 2015 - Present
Designer  December 2000 - Present
CPI Qualified Plan Consultants   August 2013 - January 2015
Target  September 2002 - January 2009
University Relations, FHSU   August 2000 - December 2001

Skills
InDesign, Graphic Design, Painting, Posters, Logo Design, Leadership, Photoshop, Training, Microsoft Office, Book Design, Adobe Freehand, Mac OS, Adobe Creative Suite, Photography, Brochures, Corporate Identity, Customer Service, Illustrator, Typography

Education
Fort Hays State University   1999 — 2001
Bachelor of Arts (BA), Graphic Design

Barton County Community College   1996 — 1998
Associate of Arts and Sciences (A.A.S.), Art/Art Studies, General

Stacy Mitchell Stacy Mitchell Indianapolis, Indiana Details
Stacy Mitchell's CPI Qualified Plan Consultants Experience September 2007 - December 2014
Job Plan Manager, Premier Accounts at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc.  December 2014 - Present
CPI Qualified Plan Consultants   September 2007 - December 2014
CPI Qualified Plan Consultants   2005 - 2008
CPI Qualified Plan Consultants   2004 - 2005
CPI Qualified Plan Consultants   2001 - 2004
Penske Logistics  2000 - 2001
Penske Truck Leasing  1997 - 2000

Skills
Retirement, 401k, Mutual Funds, Defined Benefit, Retirement Planning, Investments, Pensions, Wealth Management, Employee Benefits, Series 63, Retirement Plan..., Greenbelt Certified..., ASPPA Designation, Corporate Training

Education
Fort Hays State University   2012 — 2013
Bachelor of General Studies, Business Management & Organizational Leadership

Kansas State University   1995 — 1996

Barton County Community College   1993 — 1995
Associate of Arts (A.A.), Psychology

Tracie Fobes Tracie Fobes Raymore, Missouri Details
Tracie Fobes's CPI Qualified Plan Consultants Experience November 1995 - January 2002
Job Social Media Consultant, Affiliate Marketing Expert, Freelance Writer, Debt Reduction and Money Saving Expert
Industry Financial Services
Experience
Penny Pinchin' Mom Media, LLC   January 2009 - Present
DeMars Pension   February 2002 - September 2004
CPI Qualified Plan Consultants   November 1995 - January 2002

Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Blogging, Facebook, Social Networking, Entrepreneurship, Affiliate Marketing, Email Marketing, Online Advertising, Brand Ambassadors, Engaging Public Speaker, New Business Development, SEO, Social Media Measurement, Web Content, Accounting, Microsoft Word, PowerPoint, Management, QuickBooks, Digital Marketing, Social Media, Newsletters, Marketing, Social Media Marketing, Online Marketing, Blogger, Budgets, Blog Marketing, WordPress, SEO copywriting, Sales, Creative Writing, Copywriting, Community Management, Link Building, Content Strategy, YouTube, Content Writing, Pinterest, Content Management, Marketing Communications, Public Relations, Google Adwords, PPC, Press Releases, SMO

Education
Friends University   1992 — 1993
Bachelor's degree, Human Resources Management/Personnel Administration, General

Colby Community College   1990 — 1992
Associate of Science (A.S.), Business/Commerce, General

Elle Slater Elle Slater Wichita, Kansas Area Details
Elle Slater's CPI Qualified Plan Consultants Experience February 2000 - April 2004
Job RN
Industry Computer Networking
Experience
maxIT Healthcare, an SAIC company  June 2012 - June 2013
Great Bend Regional Hospital  May 2005 - May 2012
Larned State Hospital  July 2004 - May 2005
CPI Qualified Plan Consultants   February 2000 - April 2004

Skills
Accounting, Outlook, Microsoft Excel, Microsoft Word, Medicare/Medicaid..., PowerPoint, Customer Service, Microsoft Office, CPOE, Medical Coding, Chart, Meditech, Medical Billing, Medical Terminology, Home Care, Office Procedures, Medical Records, Vital Signs, Medical Manager, Nursing, Treatment, Revenue Cycle, CPT, Healthcare, HCPCS, HIPAA, Healthcare Reimbursement, Medical Transcription, Windows, EMR, Physicians, Mental Health

Education
Barton County Community College   2003 — 2005
Associate of Science (A.S.), Registered Nursing/Registered Nurse

Barton County Community College   1998 — 2000
Associate of Science (A.S.), Accounting and Business/Management

Carissa Nelson Carissa Nelson Wichita, Kansas Area Details
Carissa Nelson's CPI Qualified Plan Consultants Experience October 2006 - October 2013
Job Wholesaler at PAI
Industry Financial Services
Experience
PAI  October 2013 - Present
CPI Qualified Plan Consultants   October 2006 - October 2013
U.S. Army Reserve   June 1997 - May 2009

Skills
401k, Investments, Retirement, Mutual Funds, Pensions, Defined Benefit, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Marketing, Outlook, Retirement Plan..., Asset Allocation, Defined Contribution, FINRA, Qualified Retirement..., ERISA, Investment Advisory, Business Development, Employee Benefits

Education
Russell High School   1995 — 1998

Barton County Community College

Mistie Gomez Mistie Gomez Wichita, Kansas Area Details
Mistie Gomez's CPI Qualified Plan Consultants Experience May 1996 - March 2003
Job Lead Teacher at Great Bend Childrens Learning Center
Industry Education Management
Experience
Great Bend Childrens Learning Center   March 2010 - Present
Great Bend Children's Learning Center   March 2010 - Present
Sunflower Diversified Services   September 2008 - October 2009
Sunflower Diversified Services   September 2008 - October 2009
CPI Qualified Plan Consultants   May 1996 - March 2003

Education
Barton County Community College   1994 — 2003
Associate, Business, Accounting

Barton County Community College
Associate Degree, General Business

Fort Hays State University

Caryn Kaiser Caryn Kaiser Great Bend, Kansas Details
Caryn Kaiser's CPI Qualified Plan Consultants Experience August 2012 - Present
Job Regional Sales Consultant at CPI Qualified Plan Consultants
Industry Accounting
Experience
CPI Qualified Plan Consultants   August 2012 - Present
CPI Qualified Plan Consultants   March 2010 - August 2012

Education
Barton County Community College   2004 — 2007
Associate's degree, Applied Science

Lon Palmer Lon Palmer Wichita, Kansas Area Details
Lon Palmer's CPI Qualified Plan Consultants Experience June 2010 - August 2011
Job owner at Lon's Loot
Industry Financial Services
Experience
Lon's Loot   July 2011 - Present
CPI Qualified Plan Consultants   June 2010 - August 2011
CPI Qualified Plan Consultants   November 2009 - June 2010
CPI Qualified Plan Consultants   November 2003 - November 2009
CPI Qualified Plan Consultants   January 2001 - January 2003

Skills
Retirement, 401k, Retirement Planning, Mutual Funds, Investments, Series 63, Defined Benefit, Pensions, Business Development, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office

Education
Fort Hays State University   1965 — 1969
Bachelors, Physical Education & Business

Fort Hays State University   1965 — 1969
Bachlor, business, physical education

Austin Peay State University   1963 — 1964
none, Logic

U.S. Naval School of Music   1962 — 1963
graduate, Percussion

Santa Monica High School   1961 — 1962
none, college preparation

Hays High School   1958 — 1962
graduate, none

Mike Neff Mike Neff Charlotte, North Carolina Area Details
Mike Neff's CPI Qualified Plan Consultants Experience March 2005 - November 2007
Job Racing Information Professional
Industry Information Technology and Services
Experience
Frontstretch.com   2005 - Present
Ingersoll Rand  July 2012 - October 2013
Athlon Sports  March 2010 - November 2011
Bar Green Inc.   September 2008 - May 2010
CPI Qualified Plan Consultants   March 2005 - November 2007
Charles Schwab, Inc.   1994 - 2005
Schwab Retirement Techologies   1994 - 2005

Skills
Microsoft Office, Word, Excel, Writing, Social Media, PowerPoint, Customer Relations, Blogging, Research, Facebook, Press Releases, Photography, Public Speaking, Budgeting, Mentoring, Windows, Access, Social Networking, Change Management, Customer Service, Journalism, Social Media Marketing, Event Management, Event Planning, Budgets, Microsoft Excel, Microsoft Word, Public Relations, Advertising, Editing, Racing, Due Diligence

Education
Purdue University   1982 — 1989
Bachelor of Science (B.S.), Financial Planning

Ashley Klein Ashley Klein Great Bend, Kansas Details
Ashley Klein's CPI Qualified Plan Consultants Experience April 2010 - October 2013
Job Regional Sales ConsultantCUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  October 2013 - Present
CPI Qualified Plan Consultants   April 2010 - October 2013
Brantley Chiropractic, LLC   February 2007 - February 2010

Skills
401k, Mutual Funds, Outlook, Microsoft Word, Retirement Plan..., Public Speaking, Strategic Financial..., Employee Benefits, Microsoft Office, Defined Benefit, PowerPoint, Budgets, Accounting, Business Development, Asset Allocation, Defined Contribution, ERISA, Profit Sharing, Retirement, Qualified Retirement..., Pensions, Retirement Planning, FINRA Registered

Education
Fort Hays State University   2009 — 2011
Associates, Business with focus on Marketing

Kyrie Bair Kyrie Bair Lawrence, Kansas Details
Kyrie Bair's CPI Qualified Plan Consultants Experience May 2010 - December 2011
Job Owner at K.Bair Photography
Industry Photography
Experience
K.Bair Photography   May 2015 - Present
Lawrence Family Vision Clinic   May 2014 - May 2015
University of Kansas  June 2013 - May 2014
Baker University  August 2010 - May 2013
Baker University  September 2010 - May 2012
Baker University  January 2011 - December 2011
CPI Qualified Plan Consultants   May 2010 - December 2011
Dillons Grocery  July 2007 - June 2009

Skills
Conflict Management, Dispute Resolution, Public Speaking, Microsoft Word, Microsoft Excel, iMovie, Celtx, GIMP, Adobe Creative Suite, Impromptu Speaking, Persuasive Presentation..., Invitational Speaking, Informative Speaking, Special Occasion..., Critical Thinking, Editing, Social Media, PowerPoint, Microsoft Office, Adobe Acrobat, Tumblr, Blogging, WordPress, Organizational..., Student Leadership, Facebook, Social Networking, Creative Writing, Customer Service, Photoshop

Education
Baker University   2009 — 2013
Bachelor of Arts (B.A.), Interpersonal Communication and Creative Writing

Baker University   2009 — 2013

Daniel Spina Daniel Spina Wichita, Kansas Area Details
Daniel Spina's CPI Qualified Plan Consultants Experience March 2013 - August 2013
Job Floor Technician at KSN Channel 3
Industry Internet
Experience
KSN Channel 3   February 2015 - Present
KPTS, Channel 8  May 2014 - Present
8bitfix   June 2014 - August 2014
DCNetCast   April 2013 - February 2014
CPI Qualified Plan Consultants   March 2013 - August 2013
Siuslaw School District  October 2012 - February 2013
Nex-Tech Wireless  January 2012 - June 2012
DIRECTV  March 2011 - October 2011
Ellis County Emergency Medical Services   January 2009 - January 2011
Fort Hays State University  August 2008 - May 2009

Skills
Social Media, Computer Hardware, Blogging, Television, Film, Video Games, OS X, Web Development, Windows, Web Design, Photoshop, Customer Service, Team Leadership, Wordpress, Video Editing, Radio, Editing, Multimedia, Podcasting, Facebook, Final Cut Pro, Social Media Marketing

Education
Wichita State University   2014 — 2015
B.A. Communications, Electronic Media, Communication/Electronic Media

Fort Hays State University   2005 — 2012
Information Networking and Telecommunications; Political Science

Larned High School   2001 — 2005
Diploma, N/A

Joe W. Gibson Joe W. Gibson Greater Atlanta Area Details
Joe W. Gibson's CPI Qualified Plan Consultants Experience October 2002 - June 2005
Job Retirement Plan Consultant at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  June 2015 - Present
Mutual of Omaha  December 2010 - February 2015
AXA Equitable, LLC   June 2005 - July 2010
CPI Qualified Plan Consultants   October 2002 - June 2005
AXA Distributors  January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES  January 1998 - January 2000
Alliance Capital Management  September 1993 - September 1998
Merrill Lynch  January 1985 - September 1993

Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63

Education
Mars Hill University   1972 — 1975
Bachelor of Science, Biology

NASD & FINRA

Sandy Maneth Sandy Maneth Great Bend, Kansas Details
Sandy Maneth's CPI Qualified Plan Consultants Experience Consulting Senior AdministratorCUNA Mutual Retirement SolutionsJanuary 2002 - Present
Job Consulting Senior Administator at CUNA Retirement Solutions
Industry Financial Services
Experience
CPI Qualified Plan Consultants   Consulting Senior AdministratorCUNA Mutual Retirement SolutionsJanuary 2002 - Present
CUNA Retirement Solutions   January 2002 - Present

Skills
Retirement Planning, Retirement, Outlook, Management, Mutual Funds, Microsoft Excel, Pensions, 401k, Customer Service

Education
Barton County Community College   1978 — 1979

Claflin High School   1973 — 1977
High School

Colby Carter Colby Carter Shreveport, Louisiana Area Details
Colby Carter's CPI Qualified Plan Consultants Experience 2000 - 2005
Job Tough Times Never Last, Tough People Do.
Industry Human Resources
Experience
APS Payroll  May 2015 - Present
Benteler Steel/Tube  February 2014 - April 2015
PlattForm  2013 - 2014
Novation Companies   2012 - 2013
Clark Pacific  May 2011 - February 2012
Enterprise Iron Financial Industry Solutions, Inc.   2005 - 2011
CPI Qualified Plan Consultants   2000 - 2005

Skills
Human Resources, Employee Benefits Design, Employee Benefits, Employee Relations, Compensation & Benefits, Benefits Administration, 401k, Pensions, Employee Wellness, Hiring Employees, Employee Management, 401k Rollovers, Pension Administration, Pension Systems, Financial Services, HRIS, PeopleSoft, New Hire Orientations, Recruiting, Payroll, FMLA, ADP Payroll, Manufacturing, Open Enrollment, Expatriate Management, Onboarding, SAP Implementation, Process Improvement, SAP, Personnel Management, New Hire Paperwork, Hay Job Evaluation, Employee Handbooks, Policy Writing, Hiring, Interviews, Job Descriptions, Microsoft Excel, Policy, Project Management, Leadership, Management, HR Policies, Training, Team Building

Education
University of Nebraska-Lincoln   1997 — 1999
Business

Johnson County Community College   1997 — 1998

Genia Likes Genia Likes Great Bend, Kansas Details
Genia Likes's CPI Qualified Plan Consultants Experience June 2006 - April 2014
Job Manager at CUNA Mutual Retirement Solutions
Industry Accounting
Experience
CUNA Mutual Retirement Solutions  June 2006 - Present
CPI Qualified Plan Consultants   June 2006 - April 2014

Skills
Mutual Funds, Microsoft Excel, Investments, Microsoft Office

Education
Barton County Community College

Mikell Burr Lappin Mikell Burr Lappin Lawrence, Kansas Area Details
Mikell Burr Lappin's CPI Qualified Plan Consultants Experience 2007 - April 2011
Job Art Director/Graphic Designer
Industry Publishing
Experience
Florists' Review Enterprises   October 2013 - Present
Studio Schlauefrau   1998 - Present
Cottonwood, Inc.   October 2012 - November 2013
CPI Qualified Plan Consultants   2007 - April 2011

Skills
Illustrator, Photography, Adobe Creative Suite, Painting, Graphic Design, Photoshop, InDesign, Sculpture, Art History, Ceramic, Layout, Adobe Acrobat, Drawing, Microsoft Office, Copywriting, Image Manipulation, Mac, Posters, Art, Illustration, Corporate Identity, Fine Art, Image Editing, Online Marketing, Bassoon, Brochures, Creative Direction, Printmaking, Typography, Screen Printing, Logo Design, Fundraising, Leadership, Flash Animation, Business Cards, Web Design, Packaging, Flash, Advertising, Dreamweaver, Digital Photography, Sketching, Digital Illustration, Art Direction, Newsletters

Education
Fort Hays State University   2003 — 2005
Bachelor of Arts (B.A.), Art History, Criticism and Conservation

University of Washington   2000 — 2002
N/A, Graphic Design Interdisciplinary Visual Arts

Barton County Community College   1998 — 1999
N/A, Liberal Arts and Sciences/Liberal Studies

Allison Winge (Barlow) Allison Winge (Barlow) Greater Chicago Area Details
Allison Winge (Barlow)'s CPI Qualified Plan Consultants Experience September 2000 - September 2005
Job 401k Guru/Retirement Plan Consultant/Third Party Administration /Partner at Vantage Point Benefit Advisors
Industry Financial Services
Experience
Vantage Point Benefit Advisors   January 2015 - Present
Winge Carpentry, Inc.   July 2013 - Present
Transamerica  September 2008 - September 2014
JULY Business Services  September 2005 - September 2008
CPI Qualified Plan Consultants   September 2000 - September 2005

Skills
Defined Benefit, Pensions, Retirement Planning, Business Planning, 401k, Mutual Funds, Financial Advisory, Employee Benefits, Marketing, Retirement, ERISA, Series 7, Sales, Series 63, Finance

Education
Brigham Young University
Business

Candice Moeder Candice Moeder Great Bend, Kansas Details
Candice Moeder's CPI Qualified Plan Consultants Experience July 2006 - November 2009
Job HR Specialist at QS Nurses Kansas, LLC
Industry Human Resources
Experience
QS Nurses Kansas, LLC   April 2015 - Present
CUNA Mutual Retirement Solutions  November 2009 - April 2015
CPI Qualified Plan Consultants   July 2006 - November 2009

Skills
Defined Benefit, Outlook, Retirement Planning, Retirement, Investments, Employee Benefits, Project Planning, Marketing, Defined Contribution, Mutual Funds, Pensions, 401k, Human Resources, Microsoft Excel, Strategic Planning, Customer Service, Qualified Retirement...

Education
Fort Hays State University   2002 — 2006

Cindy Rodie Cindy Rodie Hoisington, Kansas Details
Cindy Rodie's CPI Qualified Plan Consultants Experience August 1981 - Present
Job Senior Manager at CUNA Mutual Retirement Soluntions
Industry Investment Management
Experience
CPI Qualified Plan Consultants   August 1981 - Present

Education
Fort Hays State University
Bachelor of Business Administration (B.B.A.)

Jon Camp Jon Camp Lincoln, Nebraska Area Details
Jon Camp's CPI Qualified Plan Consultants Experience October 1978 - August 1987
Job President at CH, Ltd.
Industry Commercial Real Estate
Experience
City of Lincoln, Nebraska  May 1999 - Present
CH, Ltd.   December 1990 - Present
Haymarket Square   August 1982 - Present
CPI Qualified Plan Consultants   October 1978 - August 1987
National Bank of Commerce  January 1977 - October 1978
US Department of Transportation (DOT)   May 1975 - August 1975
US Department of Transportation (DOT)   April 1972 - September 1972

Skills
Public Speaking, Nonprofits, Fundraising, Strategic Planning, Legislative Relations, Public Relations, Management, Government, Event Planning, Leadership Development, Public Policy, Team Building, Administration, Advertising, Commercial Litigation, Budgets, Community Development, Community Outreach, Copywriting, Customer Service, Economic Development, Editing, Entrepreneurship, Event Management, Grassroots Organizing, Leadership, Legislation, Marketing, Marketing Communications, Marketing Strategy, Media Relations, Non-profits, Grant Writing, Policy, Policy Analysis, Political Campaigns, Organizational..., Politics, Press Releases, Program Development, Program Management, Proposal Writing, Real Estate, Research, Small Business, Social Networking, Strategy, Litigation, Social Media, Training

Education
University of Nebraska College of Law   1974 — 1977
JD, Law

University of Nebraska-Lincoln   1969 — 1971
B.S, Business Administration

United States Air Force Academy   1967 — 1969
International Affairs--Law

Monica Ginn Monica Ginn Columbus, Ohio Area Details
Monica Ginn's CPI Qualified Plan Consultants Experience February 2005 - November 2013
Job Product Director at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  November 2013 - Present
CPI Qualified Plan Consultants   February 2005 - November 2013
Gradison McDonald Investments   1999 - 2005

Education
University of Cincinnati   1998 — 1999
Master of Business Administration (MBA), Management

University of Cincinnati   1992 — 1995
Bachelor of Arts (BA), Economics

Joy Bruno Joy Bruno Kansas City, Missouri Area Details
Joy Bruno's CPI Qualified Plan Consultants Experience January 2005 - April 2007
Job Account Executive at Allied National, Inc.
Industry Financial Services
Experience
Allied National, Inc.   July 2009 - Present
Warren financial Group.com   April 2007 - July 2009
CPI Qualified Plan Consultants   January 2005 - April 2007

Skills
Marketing Communications, Marketing, Strategic Planning, Customer Service, Microsoft Office, Project Management, Budgets, Sales, New Business Development, Event Planning, PowerPoint, Public Relations, Microsoft Excel

Education
Fort Hays State University

Jason Royer MBA, APA, QKA, QPA Jason Royer MBA, APA, QKA, QPA Greater Denver Area Details
Jason Royer MBA, APA, QKA, QPA's CPI Qualified Plan Consultants Experience June 2005 - August 2007
Job Assistant Manager Core Implementation at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement  November 2014 - Present
Great-West Financial  March 2013 - November 2014
Great-West Life and Annuity Insurance Company  November 2011 - February 2013
Great-West Life and Annuity Insurance Company  September 2010 - November 2011
Great-West Life and Annuity Insurance Company  September 2007 - August 2010
CPI Qualified Plan Consultants   June 2005 - August 2007

Skills
401k, Retirement, Investments, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Defined Benefit, Microsoft Excel, Process Improvement, Outlook, Analysis, Leadership, Series 63

Education
University of Colorado at Denver   2009 — 2012
MBA, Financial Analysis, 3.44

Sterling College   2001 — 2005
BS, Business Administration

Melinda Kurth Melinda Kurth Great Bend, Kansas Details
Melinda Kurth's CPI Qualified Plan Consultants Experience May 2002 - May 2012
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  April 2014 - Present
Behind Blue Eyes Photography   June 2007 - March 2015
CUNA Mutual Retirement Solutions  June 2012 - March 2014
CPI Qualified Plan Consultants   May 2002 - May 2012

Skills
Asset Allocation, Retirement strategies, Retirement accumulation..., Retirement distribution..., Investment Strategies, Risk Management, Education funding, Legacy strategies, Estate strategies, Charitable strategies

Education
Barton County Community College   2011 — 2012
Administration / Photography

Kansas State University   1995 — 1997
Management

Shannon Greenstreet, QPA,QKA Shannon Greenstreet, QPA,QKA Houston, Texas Area Details
Shannon Greenstreet, QPA,QKA's CPI Qualified Plan Consultants Experience September 1996 - May 2006
Job MBM Advisors Compliance Consultant
Industry Financial Services
Experience
Alliance Benefit Group of Houston   July 1997 - Present
Loren D. Stark Company, Inc.   2006 - 2007
CPI Qualified Plan Consultants   September 1996 - May 2006

Education
Oklahoma Panhandle State University   1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing

Garden City Community College   1989 — 1991
Associate's degree, Financial Planning and Services

Hugoton High School   1986 — 1989
Oklahoma Panhandle State University, Business Administration, Management and Operations

Jennifer LaPierre Jennifer LaPierre Wichita, Kansas Area Details
Jennifer LaPierre's CPI Qualified Plan Consultants Experience April 2008 - January 2013
Job LPN at HCR Manor Care
Industry Accounting
Experience
HCR Manor Care  January 2014 - Present
Butler Community College  January 2013 - Present
CPI Qualified Plan Consultants   April 2008 - January 2013
Clara Barton Medical Center   April 2007 - April 2008

Skills
401k, ERISA, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Mutual Funds

Education
Butler Community College   2013 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse

Wichita State University   2009 — 2012

Barton County Community College   2005 — 2005

Corilee Milligan Corilee Milligan Spokane, Washington Area Details
Corilee Milligan's CPI Qualified Plan Consultants Experience June 2001 - March 2003
Job
Industry Hospital & Health Care
Experience
Community Integrated Services  September 2006 - September 2007
Haven Homes  July 2005 - September 2006
ICT  February 2005 - July 2005
HealthScribe / Spheris   March 2003 - February 2005
CPI Qualified Plan Consultants   June 2001 - March 2003
Danville   November 2000 - May 2001
Internal Revenue Service  November 1998 - June 2000
Godfriey's Foothill Retreat   August 1997 - September 1998
Premier Home Health  May 1997 - August 1997
Wintergarden Homes   September 1996 - May 1997

Skills
Medical Terminology, Medical Transcription, Microsoft Office, Microsoft Excel, Microsoft Word, Internet, Phlebotomy, First Aid, CPR Certified, Works well in a team, Works well individually, Quick Learner, Enthusiastic Learner, Highly motivated..., Enjoy speaking and..., Customer Service and..., Interpersonal Skill, Excellent written and..., Flexibility, Problem Solving, PowerPoint, Home Schooled Children, Empathetic, Spiritual, Honest, Integrity

Education
Spokane Falls Community College   2009 — 2011
Associate of Arts (A.A.), General Studies, 3.95 GPA

Barton County Community College   2001 — 2004
None, Pre-Medicine, 4.0 GPA

Karen Schulte Karen Schulte Topeka, Kansas Area Details
Karen Schulte's CPI Qualified Plan Consultants Experience November 1995 - January 1998
Job Payroll Clerk at Shawnee Heights USD 450
Industry Financial Services
Experience
Shawnee Heights USD 450  July 2015 - Present
Security Benefit  February 2000 - July 2015
UMB Bank  January 1998 - February 2000
CPI Qualified Plan Consultants   November 1995 - January 1998

Skills
Retirement, Retirement Planning, 401k, Mutual Funds, Series 63, Fixed Annuities

Education
Bethany College   1991 — 1995
Bachelor of Arts, Economics & Accounting

Diane Wells, ERPA, QPA, QKA Diane Wells, ERPA, QPA, QKA Columbia, Maryland Details
Diane Wells, ERPA, QPA, QKA's CPI Qualified Plan Consultants Experience October 1995 - August 2010
Job Manager of Administration at Columbia Benefits Consultants, Inc.
Industry Financial Services
Experience
Columiba Benefits Consultants, Inc.   April 2012 - Present
CPI Qualified Plan Consultants   October 1995 - August 2010

Skills
Plan Compliance

Education
Kansas State University
Bachelor's degree

Bill Boxberger Bill Boxberger Great Bend, Kansas Details
Bill Boxberger's CPI Qualified Plan Consultants Experience November 1995 - February 2000
Job Claims Adjuster at Farm Bureau Financial Services
Industry Insurance
Experience
Farm Bureau Financial Services  February 2000 - Present
CPI Qualified Plan Consultants   November 1995 - February 2000

Education
Fort Hays State University   1989 — 1994
BBA, Management

Jenna Wondra Jenna Wondra Great Bend, Kansas Details
Jenna Wondra's CPI Qualified Plan Consultants Experience October 2006 - August 2012
Job Student at Fort Hays State University
Industry
Experience
Fort Hays State University  August 2012 - Present
CPI Qualified Plan Consultants   October 2006 - August 2012

Education
Fort Hays State University   2009 — 2013
General Studies w/ empahsis on General Business and Leadership

Barton County Community College   2004 — 2006
Associate of Science (A.S.), General

Bill Marcellus Bill Marcellus Great Bend, Kansas Details
Bill Marcellus's CPI Qualified Plan Consultants Experience July 2010 - Present
Job Plan Administrator at CPI Qualified Plan Consultants
Industry Financial Services
Experience
CPI Qualified Plan Consultants   July 2010 - Present
Wilson Schools   August 2000 - May 2010
Lewis USD #502   August 1999 - May 2000

Education
Emporia State University   1968 — 1970
BSM, MM, Music

Phillips Universitat   1967 — 1968
none, Music

Heather Perez Heather Perez Kansas City, Missouri Details
Heather Perez's CPI Qualified Plan Consultants Experience September 2007 - July 2009
Job Recruiting SpecialistCerner
Industry Hospital & Health Care
Experience
Cerner Corporation  June 2014 - Present
Sears Holdings Corporation  February 2012 - May 2014
Sears Holdings Corporation  October 2009 - February 2012
CPI Qualified Plan Consultants   September 2007 - July 2009

Skills
Human Resources, Recruiting, Training, Employee Relations, Employee Training, Employee Benefits, Leave of Absence..., Payroll, EEO/AA Compliance, Data Entry, Hiring

Education
Kansas State University   2009 — 2012
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General

Barton County Community College   2007 — 2009
Associate's degree, Business Administration and Management, General

Chris Stuhlsatz Chris Stuhlsatz Great Bend, Kansas Details
Chris Stuhlsatz's CPI Qualified Plan Consultants Experience June 1993 - Present
Job Programmer at CPI Qualified Plan Consultants
Industry Financial Services
Experience
CPI Qualified Plan Consultants   June 1993 - Present

Education
Kansas State University   1990 — 1993

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