Financial Planning Services

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Financial Planning Services Employees

Employee
Years
Job
Industry
Jacob Schmidt Jacob Schmidt Fort Wayne, Indiana Area Details
Jacob Schmidt's Financial Planning Services Experience April 2015 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Financial Planning Services   April 2015 - Present
Financial Planning Services   January 2015 - Present
Lincoln Financial Advisors  July 2012 - December 2014
Lincoln Financial Group  May 2011 - August 2011
Kiddie Prep School   June 2008 - August 2010

Skills
Leadership, Analytical Skills, SPSS, Microsoft Excel, Mathematics, Economics, Music, Adaptability

Education
Olivet Nazarene University   2008 — 2012
Bachelor of Science (BS), Actuarial Science and Economics/Finance

Homestead High School   2004 — 2008
Academic Honors Diploma

Jordan Medina Jordan Medina Twin Falls, Idaho Details
Jordan Medina's Financial Planning Services Experience May 2012 - March 2013
Job IT and Real Estate Professional
Industry Hospital & Health Care
Experience
St. Luke's Health System   January 2015 - Present
Keller Williams Sun Valley Southern Idaho  June 2013 - Present
St. Luke's Magic Valley   October 2013 - January 2015
Financial Planning Services   May 2012 - March 2013
Keller Williams Realty the Marketplace  April 2011 - June 2012
City of Henderson  August 2006 - January 2010

Skills
Microsoft Software, Real Estate, Accounts Payable, Training, Marketing, Outlook, Foreclosures, Administrative..., Finance, Spreadsheets, Microsoft Word, Customer Service, Time Management, Leadership, Administrative..., Healthcare, First Time Home Buyers

Education
Colorado State University   2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Management information systems and business analytics

College of Southern Nevada   2008 — 2011
Associates, Business Management/Accounting

Gary Speicher, CLU, ChFC Gary Speicher, CLU, ChFC Cedar Rapids, Iowa Area Details
Gary Speicher, CLU, ChFC's Financial Planning Services Experience September 1966 - Present
Job Chartered Financial Consultant at Financial Planning Services
Industry Financial Services
Experience
WalleyeWisdom.Com   June 2010 - Present
Financial Planning Services   September 1966 - Present

Skills
Investment Advisory, Life Insurance Planning, Estate Planning, Retirement Planning

Education
American College at Bryn Mawr, PA   1980 — 1984
Chartered Financial Consultant, Investments

American College at Bryn Mawr, PA   1974 — 1978
Chartered Life Underwriter, Insurance

Iowa State University   1965 — 1969
B.S., Agricultural Communications

Jon Browning Jon Browning Washington D.C. Metro Area Details
Jon Browning's Financial Planning Services Experience October 2009 - Present
Job Partner / Planner at Financial Planning Services
Industry Financial Services
Experience
Financial Planning Services   October 2009 - Present
Kurtz, Connor, Browning & Phillips, LLC   2003 - October 2009
J.P. Atkinson & Associates   March 1995 - August 2003

Skills
Wealth Accumulation, Retirement Planning, 401k, Retirement, Wealth Management, Wealth, Saving for Education, Investment Advisory, Mutual Funds, Financial Advisory, Financial Services, Securities, Asset Allocation, Estate Planning, Fixed Annuities, Investment Strategies, Financial Planners, Portfolio Management, Investments, Pensions, Series 24, Series 7, Series 63, Finance

Education
Bridgewater College   1991 — 1996
Business, Business and entrepreneurship

Virginia Wesleyan College   1991 — 1992

Michele Van Lieu Michele Van Lieu Greater New York City Area Details
Michele Van Lieu's Financial Planning Services Experience April 2012 - December 2012
Job Partner, Business Development and Financial Strategy at Fountainhead Capital Management RIA
Industry Financial Services
Experience
Fountainhead Capital Management - RIA   July 2013 - Present
Verasoni Worldwide  January 2013 - June 2013
Financial Planning Services   April 2012 - December 2012
Lee Nolan & Koroghlian, LlC   2007 - March 2012

Skills
Marketing Communications, Public Relations, Entrepreneurship, E-commerce, Sales, Marketing

Education
Montclair State University

Pattie Salter Pattie Salter New Glarus, Wisconsin Details
Pattie Salter's Financial Planning Services Experience June 1992 - November 2000
Job Wisconsin Certified Professional ClerkTreasurer at Town of New Glarus
Industry Government Administration
Experience
Town of New Glarus   January 2001 - Present
Wisconsin Municipal Clerks Assocation   2001 - 2011
Green County Leaders   2001 - 2002
Financial Planning Services   June 1992 - November 2000
Pond Systems   1988 - 1990
Aurora Systems  1982 - 1988
Office Solutions  1984 - 1985

Skills
Administration, Public Speaking, Word, Fundraising, Customer Service, Policy, Budgeting, Election Law, Election Administration, Microsoft Excel, Microsoft Office, Microsoft Word, FrontPage, Dreamweaver, Illustrator, Local Government, Government Accounting, Personnel Management, Budgets, System Administration, Government, Outlook, Access, Process Scheduler, Team Building, Public Administration, Leadership, Municipalities, Data Entry, Community Outreach, Nonprofits, Community Development, Public Policy, Office Management, Grant Writing, Zoning, Supervisory Skills, Legislative Relations, Public Finance, Economic Development, Strategic Planning

Education
University of Wisconsin-Green Bay   2005 — 2007
Certified Municipal Clerk, Local Government

Madison Area Technical College   1983 — 2006

College for Financial Planning   1993 — 1994
Paraplanner, Financial Planning

Madison East High School   1979 — 1983
Diploma, General Studies

Ken Newton Ken Newton Nevada City, California Details
Ken Newton's Financial Planning Services Experience 1982 - 1997
Job Founder, C.O.O. at Financial Halo, LLC
Industry Marketing and Advertising
Experience
Financial Halo, LLC   April 2013 - Present
Entrepreneur Development Group   1982 - Present
CoolTraderPro   January 2012 - April 2013
Grass Valley LLC, USA   2000 - December 2012
Pre-Paid Legal Services, Inc.   1995 - 1999
Financial Planning Services   1982 - 1997

Skills
Non-profits, Fundraising, Coaching, Training, Healthcare, Staff Development, Social Media, Team Building

Education
Louisiana State University   1968 — 1973
BA, Business & Communications

Nancy Winslow Nancy Winslow Nazareth, Pennsylvania Details
Nancy Winslow's Financial Planning Services Experience April 2001 - March 2007
Job Financial Counselor at Phoebe Ministries
Industry Hospital & Health Care
Experience
Phoebe Ministries  November 2013 - Present
Phillips Pet Food & Supplies  March 2013 - July 2013
MetLife ~~ Oasis Outsourcing   March 2007 - April 2012
Financial Planning Services   April 2001 - March 2007
Entertainment Publications  February 1990 - August 1996

Skills
Microsoft Office, Event Planning, Customer Relations, Microsoft Excel, PowerPoint

Education
University of Scranton   1984 — 1988
BS, Marketing

St. Thomas Aquinas/Bishop Ahr High School, Edison NJ

Jeff Probasco Jeff Probasco Portland, Oregon Area Details
Jeff Probasco's Financial Planning Services Experience June 2007 - June 2008
Job Account Executive ATG eCommerce Applications at Oracle Corporation
Industry Computer Software
Experience
Oracle Corporation  March 2011 - Present
Art Technology Group  July 2008 - March 2011
Financial Planning Services   June 2007 - June 2008
Microsoft  February 2004 - June 2007
SAP  June 2001 - November 2002
Siebel Systems  March 2000 - June 2001
Captaris  1996 - 2000
AT&T  1992 - 1996
McCaw Cellular  1990 - 1992
Telepage Northwest   1988 - 1990

Skills
Business Strategy, Enterprise Architecture, Business Analysis, Enterprise Software, SaaS, Solution Selling, Cloud Computing, Professional Services, Sales Enablement, Partner Management, Business Alliances, Channel, Salesforce.com, Go-to-market Strategy, E-commerce, PaaS, Demand Generation, Business Intelligence, Sales Process, Strategic Partnerships, Account Management, CRM, Product Management, Selling, Sales Management, Management, Sales Operations, Strategy, Sales, Direct Sales, Business Development

Education
University of Phoenix   2004 — 2009
MBA, Masters of Business

Way College of Biblical Research   1979 — 1982
Bach of Theo., Biblical Studies

Texas Tech University   1976 — 1979
Bach of Engineering, Electrical Engineering Technology

Kim Gaffney Kim Gaffney Madison, Wisconsin Area Details
Kim Gaffney's Financial Planning Services Experience October 1990 - January 1997
Job Fleet Coordinator at TDS Telecommunications Corp
Industry Automotive
Experience
TDS Telecommunications Corp  March 2014 - Present
TDS Telecommunications Corp.  January 2011 - Present
Vehicle License and Title Specialist   January 2011 - January 2012
ALD Automotive  February 1997 - December 2010
Financial Planning Services   October 1990 - January 1997
Dynatech NewStar   1988 - 1990
Update Instrument, Inc   1980 - 1986

Skills
Team Building, Customer Satisfaction, Operations Management, Negotiation, Purchasing, Sales Management, Customer Service, Process Improvement, Account Management, New Business Development, Data Analysis, Transportation..., Invoice Processing, Fleet Management, License & Title...

Education
Madison Area Technical College
Psychology of Human Relations, Supervisor Personal Skills, Human Behavior at Work

US Dept. of Commerce Bureau of Export Administration
Training in Michigan, Milwaukee & DC

Wisconsin Dept. of Transportation
Time is Money (99, 02 & 06)

Sidney SKY York Sidney SKY York Greater Los Angeles Area Details
Sidney SKY York's Financial Planning Services Experience July 1974 - Present
Job Associate of SGB
Industry Financial Services
Experience
Financial Planning Services   July 1974 - Present

Skills
Annuities, Term Life Insurance, Retirement Planning, Real Estate, Stock Market, Mutual Funds, Precious Metals

Education
Graduate University of California Los Angeles
Bachelor's

Sidney "SKY" York

University of California, Los Angeles
Bachelor of Science (BS)

Jack Kohn Jack Kohn Greater Boston Area Details
Jack Kohn's Financial Planning Services Experience January 1984 - Present
Job Insurance Broker & Principal at Financial Planning Services
Industry Insurance
Experience
Financial Planning Services   January 1984 - Present

Skills
Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Health Insurance, Long Term Care Insurance, Risk Management, Brokers, Underwriting, Retirement Planning

Education
Northeastern University   1970 — 1975
BS, Economics