Financial Designs, Inc.

Description

Address: 11225 College Blvd # 300, Overland Park, KS 66210 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (913) 451-4747: : Place name: : : Website: : Category: : Website: http://financialdesignsinc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Designs Inc Posting publicly on the Web Write a review Reviews Be the first to review

Financial Designs, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Designs, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Financial Designs, Inc. Employees

Employee
Years
Job
Industry
Drew Kallestad Drew Kallestad Greater Denver Area Details
Drew Kallestad's Financial Designs, Inc. Experience September 2004 - January 2010
Job Improving the health of your people....and your business
Industry Insurance
Experience
Improving the Health of your People....and your business   Creating High Performance Health Strategies for mid-sized companiesCoBiz InsuranceJanuary 2010 - Present
Financial Designs, Inc.   September 2004 - January 2010
Two Pines Benefit Solutions, Inc.   September 1995 - September 2004
Prudential Healthcare  1987 - 1995

Skills
Business Succession..., Business Continuity, Disability Insurance, Corporate Wellness, Employee / Participant ..., Consumer Driven Health..., Retirement Plans / 401k, Insurance, Employee Benefits, Health, 401k, Retirement, Strategic Planning, Health Insurance, Long Term Care, Benefits, Underwriting, Executive Management, Compliance, Consumer Healthcare, Brokers, COBRA, Life Insurance, Long-term Care, Investments, Professional Liability, Workers Compensation, Term Life Insurance, Commercial Insurance, Benefits Administration, Property & Casualty..., Liability, Casualty, Claim

Education
The American College   1995 — 1998
CLU, Planning for Business Owners and Professionals

St Olaf College, Northfield, MN   1982 — 1986
B.A., Psychology

Samuel Smith Samuel Smith Kansas City, Missouri Details
Samuel Smith's Financial Designs, Inc. Experience January 2010 - August 2015
Job Tax
Industry Accounting
Experience
McGladrey  August 2015 - Present
Financial Designs, Inc.   January 2010 - August 2015
The University of Kansas  August 2014 - January 2015
Over the Top Cupcake and Yogurt Shoppe   April 2010 - May 2011

Skills
Accounting, Income Tax, QuickBooks, Tax Preparation, Bookkeeping, Business Process..., Management, Management Consulting, Financial Analysis, Internal Controls

Education
The University of Kansas   2014 — 2015
Master's degree, Accounting

Ottawa University-Kansas City   2011 — 2013
Bachelor of Arts (B.A.), Business Administration, 4.0

Terry Westlund, ChFC Terry Westlund, ChFC Overland Park, Kansas Details
Terry Westlund, ChFC's Financial Designs, Inc. Experience 1979 - Present
Job Financial Advisor and Principal at Financial Designs, Inc.
Industry Financial Services
Experience
Financial Designs, Inc.   1979 - Present

Skills
Investments, Retirement Planning, New Business Development, Strategy, Finance, Portfolio Management, Employee Benefits, Sales Management, Financial Services, Wealth Management, Retirement, Financial Advisory, Strategic Financial..., Mutual Funds

Education
University of Missouri-Columbia   1975 — 1979
Bachelor's degree, Finance and Banking

Abby Eickhorst Abby Eickhorst Kansas City, Missouri Area Details
Abby Eickhorst's Financial Designs, Inc. Experience June 2008 - September 2010
Job Creative Designer at Colliers International | Kansas City
Industry Commercial Real Estate
Experience
Colliers International Kansas City  August 2013 - Present
Colliers International Kansas City  August 2011 - July 2013
Colliers International Kansas City  September 2010 - July 2011
Financial Designs, Inc.   June 2008 - September 2010

Skills
Customer Service, Sales, Microsoft Excel, Event Planning, Marketing, Real Estate, Microsoft Office, Research, Microsoft Word, Social Media Marketing, Market Research, Social Media, Strategic Planning, Public Relations, Marketing Communications, Marketing Strategy

Education
Abilene Christian University   2007 — 2010
Management

Nancy Carl Nancy Carl Kansas City, Missouri Area Details
Nancy Carl's Financial Designs, Inc. Experience October 2010 - Present
Job Sales Associate at Financial Designs Inc.
Industry Insurance
Experience
Financial Designs, Inc.   October 2010 - Present
The Resource Group LC (now Willis)   July 1997 - August 2009
Paul Revere Insurance Group (now UNUM)   May 1982 - July 1997
Robert Half of Kansas City and St. Louis   August 1980 - May 1982

Skills
Disability Insurance, Marketing Strategy, Insurance, Retirement Planning, Health Insurance, Life Insurance, Employee Benefits

Education
University of Missouri-Columbia   1976 — 1980
BA, Psychology and Communications

Jason Widler Jason Widler Overland Park, Kansas Details
Jason Widler's Financial Designs, Inc. Experience January 2011 - Present
Job Partner, Financial Advisor, Financial Designs, Inc.
Industry Financial Services
Experience
Financial Designs, Inc.   January 2011 - Present
Cambridge Investment Research  July 2007 - Present
Bank of America  September 2005 - June 2007
John Hancock  January 2001 - September 2005
Zurich Kemper Life  1997 - 2001

Skills
Series 7, Series 63, Insurance, Life Insurance, Disability Insurance, Mutual Funds, 401k, Retirement, Wealth Management, Retirement Planning, Financial Advisory, Health Insurance, Financial Services, Portfolio Management, Employee Benefits, Finance, Securities, IRAs, Investment Advisory, Long Term Care Insurance, Estate Planning, Strategic Financial..., Financial Planners

Education
University of Missouri-Kansas City   1993 — 1997
BS, Business Communications

Betty Minnick Betty Minnick Lynchburg, Virginia Details
Betty Minnick's Financial Designs, Inc. Experience October 1990 - August 2004
Job Employee Benefits Consultant at Bankers Insurance, LLC
Industry Insurance
Experience
Bankers Insurance, LLC  August 2004 - Present
Financial Designs, Inc.   October 1990 - August 2004
McDermott International Inc.  June 1980 - August 1985

Skills
Consulting, Executive Benefits,..., Designing Retirement..., Individual Life and..., Group Dental Insurance, Employee Benefits

Education
Bluefield College   1967 — 1969
Associate of Science (A.S.), Business/Science

Brookville High School   1963 — 1967
Regular Diploma, business/academic

Ryan T. Johnson Ryan T. Johnson Overland Park, Kansas Details
Ryan T. Johnson's Financial Designs, Inc. Experience 1999 - Present
Job Financial Advisor, Financial Designs, Inc.
Industry Financial Services
Experience
Financial Designs, Inc.   1999 - Present

Education
Kansas State University   1994 — 1997
Bachelor of Science, Biology and Education

Colette Larson Colette Larson Denver, Colorado Details
Colette Larson's Financial Designs, Inc. Experience August 2005 - August 2006
Job Program & Member Services Manager at Colorado Association of Funders
Industry Nonprofit Organization Management
Experience
Colorado Association of Funders   February 2012 - Present
Build Change  2010 - February 2012
New Concept Information Systems Pvt. Ltd.   June 2009 - August 2009
Colorado Homes & LifestylesDenver,   August 2006 - January 2008
Financial Designs, Inc.   August 2005 - August 2006

Skills
Fundraising, Program Evaluation, Grants, Research, Event Management, Strategic Planning, Report Writing, Non-profits, Analysis, Event Planning, Social Media, Public Speaking, Market Research, Nonprofits, Program Management, Budgets

Education
Josef Korbel School of International Studies, University of Denver   2007 — 2009
M.A., International Human Rights & Global Health

University of Denver - Daniels College of Business   2001 — 2005
BSBA, Finance

Irene Moriarty Irene Moriarty Greater Minneapolis-St. Paul Area Details
Irene Moriarty's Financial Designs, Inc. Experience January 1994 - November 1994
Job Owner, Moriarty Consulting, Inc
Industry Information Technology and Services
Experience
Moriarty Consulting, Inc   May 2007 - Present
Ameriprise Financial, Inc.   October 2005 - April 2007
American Express Financial Advisors  January 2001 - April 2007
American Express Financial Advisors  December 1999 - December 2000
American Express Financial Advisors  November 1997 - November 1999
American Express Financial Advisors  October 1996 - November 1997
Financial Designs, Inc.   January 1994 - November 1994
Waddell & Reed Financial Services  September 1988 - July 1992
St. Elizabeth Ann Seton Catholic Church  1984 - 1988

Skills
Leadership, Process Improvement, SDLC, Financial Services, Business Process, Outsourcing, Governance, Project Management, MS Project, PMO, Consulting, Vendor Management

Education
College for Financial Planning   1995 — 1998
CFP, Financial Planning

Loyola University of Chicago
Master of Pastoral Studies, Counseling Psychology, Pastoral Counseling, Sociology, Education

Marquette University
Bachelor's Degree, Majors: Sociology and Theology. Minor: Psychology

The Jesuit School of Theology at Berkeley
STL, MDiv, Theology, Scripture, Spirituality, Pastoral Theology, Liturgical Theology

Lauri Flanary Lauri Flanary Overland Park, Kansas Details
Lauri Flanary's Financial Designs, Inc. Experience April 2015 - Present
Job Owner at Flawless Tan
Industry Cosmetics
Experience
Financial Designs, Inc.   April 2015 - Present
Flawless Tan   March 2012 - Present
Arbonne International  October 2010 - Present

Skills
Sales, Marketing, Account Management, Public Speaking, Microsoft Office, Social Media Marketing, Social Media, Public Relations, Skin Care, Coaching, Retail, Merchandising, Small Business, Social Networking, Customer Service

Education
University of Nebraska-Lincoln

Jennifer Sigler Jennifer Sigler Kansas City, Missouri Area Details
Jennifer Sigler's Financial Designs, Inc. Experience January 2014 - Present
Job Director of Operations at Financial Designs, Inc.
Industry Research
Experience
Financial Designs, Inc.   January 2014 - Present
Service Management Group  January 2013 - November 2013
Service Management Group  September 2011 - December 2012
Service Management Group  November 2009 - August 2011
Service Management Group  July 2008 - October 2009
Service Management Group  August 2007 - June 2008
Service Management Group  August 2006 - July 2007
Service Management Group  September 2005 - July 2006
Philip Morris  June 2004 - August 2005

Skills
Customer Insight, Market Research, Data Analysis, Marketing Research, Analytics, Project Management, Market Analysis, Research Design, Quantitative Research, Survey Design, Strategic Planning, Marketing Strategy, SPSS, CRM, Access

Education
University of Kansas   2000 — 2004
Business

Scott McGraw Scott McGraw Greater Denver Area Details
Scott McGraw's Financial Designs, Inc. Experience February 1989 - September 2009
Job Senior Vice President
Industry Insurance
Experience
Lockton Companies  September 2009 - Present
Financial Designs, Inc.   February 1989 - September 2009

Education
University of Oregon   1978 — 1982
BS, Marketing

Gary Eickhorst Gary Eickhorst Kansas City, Missouri Area Details
Gary Eickhorst's Financial Designs, Inc. Experience June 1979 - Present
Job Chartered Financial Consultant at Financial Designs, Inc.
Industry Financial Services
Experience
Financial Designs, Inc.   June 1979 - Present
Financial Designs, Inc.   1979 - Present

Skills
Insurance, Retirement, Retirement Planning, Healthcare, Employee Benefits, Financial Advisory, Disability Insurance, Financial Services, Life Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, 401k, Health Insurance, Financial Planners, Critical Illness, Estate Planning, Wealth Management, Long Term Care Insurance, Mutual Funds, Financial Planning

Education
University of Missouri-Columbia   1975 — 1979
BSBA, Business Administration