First Heartland Capital, Inc.
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First Heartland Capital, Inc. Employees
Employee
Years
Job
Industry
Scott Hoff, CLU®, ChFC®, CFP® Scott Hoff, CLU®, ChFC®, CFP®'s First Heartland Capital, Inc. Experience January 2006 - Present
Job Field Marketing Coordinator
Industry Financial Services
Experience
Centerre Capital, LLC June 2008 - Present
First Heartland Capital, Inc. January 2006 - Present
First Heartland Corporation January 2006 - Present
Saint Louis University May 2002 - December 2005
Education
Saint Louis University 2002 — 2006
Bachelors Degree, Finance, Italian
Saint Dominic High School 1998 — 2002
St. Dominic High School 1998 — 2002
John Felice Rome Center
Centerre Capital, LLC June 2008 - Present
First Heartland Capital, Inc. January 2006 - Present
First Heartland Corporation January 2006 - Present
Saint Louis University May 2002 - December 2005
Education
Saint Louis University 2002 — 2006
Bachelors Degree, Finance, Italian
Saint Dominic High School 1998 — 2002
St. Dominic High School 1998 — 2002
John Felice Rome Center
Sheryl Brown Sheryl Brown's First Heartland Capital, Inc. Experience April 2007 - April 2011
Job Manager, Advisor Engagement Services at Ash Brokerage including Social Media | Financial Marketing | Int'l Speaker
Industry Financial Services
Experience
Ash Brokerage April 2015 - Present
Social Samaritans, Inc. November 2014 - Present
MarketingProfs May 2015 - Present
IRIS.xyz January 2015 - Present
Social Media Dames April 2014 - Present
Ash Brokerage August 2012 - Present
Ash Brokerage August 2011 - Present
Three Rivers Co-op Natural Grocery & Deli February 2014 - October 2015
Sage Underwriting Resources April 2011 - September 2011
First Heartland Capital, Inc. April 2007 - April 2011
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Underwriting, Long-term Care, Term Life Insurance, Social Media, Marketing, Retirement Planning, Marketing Strategy, Customer Service, Financial Services, Small Business, Social Networking, Financial Planners, Social Media Marketing, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Public Speaking, Relationship Management, Finance, Permanent Life Insurance, Financial Risk, Blogging, Universal Life, Whole Life, Wealth, Facebook Marketing, Pinterest, Critical Illness, LinkedIn, Twitter, Financial Planning
Education
Indiana Wesleyan University 2012 — 2013
Business Administration, Management and Operations
Saint Louis University 1989 — 1991
Ft. Zumwalt North High School 1985 — 1989
High School Diploma, General Academics
Ash Brokerage April 2015 - Present
Social Samaritans, Inc. November 2014 - Present
MarketingProfs May 2015 - Present
IRIS.xyz January 2015 - Present
Social Media Dames April 2014 - Present
Ash Brokerage August 2012 - Present
Ash Brokerage August 2011 - Present
Three Rivers Co-op Natural Grocery & Deli February 2014 - October 2015
Sage Underwriting Resources April 2011 - September 2011
First Heartland Capital, Inc. April 2007 - April 2011
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Underwriting, Long-term Care, Term Life Insurance, Social Media, Marketing, Retirement Planning, Marketing Strategy, Customer Service, Financial Services, Small Business, Social Networking, Financial Planners, Social Media Marketing, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Public Speaking, Relationship Management, Finance, Permanent Life Insurance, Financial Risk, Blogging, Universal Life, Whole Life, Wealth, Facebook Marketing, Pinterest, Critical Illness, LinkedIn, Twitter, Financial Planning
Education
Indiana Wesleyan University 2012 — 2013
Business Administration, Management and Operations
Saint Louis University 1989 — 1991
Ft. Zumwalt North High School 1985 — 1989
High School Diploma, General Academics
Steve Gregg, CFP®, CLU®'s First Heartland Capital, Inc. Experience January 2013 - September 2013
Job PRIME Regional Specialist
Industry Financial Services
Experience
Pacific Life Insurance Company September 2013 - Present
First Heartland Capital, Inc. January 2013 - September 2013
The State Life Insurance Company 2001 - 2012
Self employed entertainer April 1992 - August 2001
Skills
Life Insurance, Long Term Care Insurance, Mobile Technology, Sales, Territory Account..., Webinars
Education
Ball State University - College of Business
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Pacific Life Insurance Company September 2013 - Present
First Heartland Capital, Inc. January 2013 - September 2013
The State Life Insurance Company 2001 - 2012
Self employed entertainer April 1992 - August 2001
Skills
Life Insurance, Long Term Care Insurance, Mobile Technology, Sales, Territory Account..., Webinars
Education
Ball State University - College of Business
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
David M. Hoff David M. Hoff's First Heartland Capital, Inc. Experience November 1992 - Present
Job President of First Heartland Companies
Industry Financial Services
Experience
First Heartland Capital, Inc. November 1992 - Present
First Heartland Corporation March 1982 - Present
First Heartland Consultants, Inc. June 1993 - Present
Centerre Capital, LLC June 2008 - Present
Skills
Retirement, Financial Advisory, Term Life Insurance, Fixed Annuities, Life Insurance, Management, Financial Planners, Insurance, Securities, Retirement Planning, Disability Insurance, Long-term Care, Financial Services, Estate Planning, Wealth Management
Education
University of Missouri-Saint Louis 1977 — 1979
BSBA, Business
First Heartland Capital, Inc. November 1992 - Present
First Heartland Corporation March 1982 - Present
First Heartland Consultants, Inc. June 1993 - Present
Centerre Capital, LLC June 2008 - Present
Skills
Retirement, Financial Advisory, Term Life Insurance, Fixed Annuities, Life Insurance, Management, Financial Planners, Insurance, Securities, Retirement Planning, Disability Insurance, Long-term Care, Financial Services, Estate Planning, Wealth Management
Education
University of Missouri-Saint Louis 1977 — 1979
BSBA, Business
Amanda Darr Amanda Darr's First Heartland Capital, Inc. Experience August 2011 - Present
Job Marketing Coordinator at First Heartland Capital, Inc.
Industry Marketing and Advertising
Experience
First Heartland Capital, Inc. August 2011 - Present
Save-A-Lot June 2011 - August 2011
Fox Sports January 2011 - May 2011
The Heidelberg August 2010 - May 2011
Skills
Photoshop, InDesign, Illustrator, Spanish, PowerPoint, Word, Excel, Microsoft Office, Social Media, Dreamweaver, Microsoft Excel, Microsoft Word, Adobe Creative Suite, HTML, Email Newsletter Design, Email Marketing, CSS, WordPress, Drupal, Logo Design, Web Design, Marketing, Facebook, Newsletters, Advertising
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Journalism, Strategic Communication, Business, Spanish
First Heartland Capital, Inc. August 2011 - Present
Save-A-Lot June 2011 - August 2011
Fox Sports January 2011 - May 2011
The Heidelberg August 2010 - May 2011
Skills
Photoshop, InDesign, Illustrator, Spanish, PowerPoint, Word, Excel, Microsoft Office, Social Media, Dreamweaver, Microsoft Excel, Microsoft Word, Adobe Creative Suite, HTML, Email Newsletter Design, Email Marketing, CSS, WordPress, Drupal, Logo Design, Web Design, Marketing, Facebook, Newsletters, Advertising
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Journalism, Strategic Communication, Business, Spanish
Chris Huck's First Heartland Capital, Inc. Experience December 2014 - Present
Job Independent Representative at First Heartland Capital, Inc.
Industry Construction
Experience
First Heartland Capital, Inc. December 2014 - Present
Exit Real Estate Professionals, Spokane, WA January 2013 - Present
CH Construction March 2009 - Present
Skills
Construction, Construction Management, Contractors, Budgets, Contract Management, National Association of..., Real Estate, Real Estate Economics, Life & Health Insurance...
Education
Eastern Washington University 2008 — 2014
BA Economics
University High School Spokane Washington
First Heartland Capital, Inc. December 2014 - Present
Exit Real Estate Professionals, Spokane, WA January 2013 - Present
CH Construction March 2009 - Present
Skills
Construction, Construction Management, Contractors, Budgets, Contract Management, National Association of..., Real Estate, Real Estate Economics, Life & Health Insurance...
Education
Eastern Washington University 2008 — 2014
BA Economics
University High School Spokane Washington
John Barrios, CFP® John Barrios, CFP®'s First Heartland Capital, Inc. Experience October 2001 - Present
Job Owner at Barrios Financial Services
Industry Financial Services
Experience
First Heartland Capital, Inc. October 2001 - Present
Barrios Financial Services July 2001 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Long-term Care, Financial Planners, Securities, Life Insurance, Insurance, Financial Services, Asset Protection, Investment Advisory..., Asset Allocation, Disability Insurance, Investments, Succession Planning, Executive Management, Small Business, Retirement, Series 63, Asset Management, Investment Management, Employee Benefits, Fixed Income, Investment Advisory, IRAs, Mutual Funds, Fixed Annuities, 401k, Bonds, Options, Education Funding, Alternative Investments, Wealth, Finance, Term Life Insurance, Health Insurance, Financial Goals, Certified Financial..., Long Term Care Insurance, Series 6, Portfolio Management, Loans, Series 7, Investment Strategies, Mortgage Lending, Financial Planning, Business Continuity..., Estate Planning, Executive Pay
Education
College for Financial Planning 1999 — 2002
Haslam College of Business at the University of Tennessee 1977 — 1981
Sheffield High School 1973 — 1977
First Heartland Capital, Inc. October 2001 - Present
Barrios Financial Services July 2001 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Long-term Care, Financial Planners, Securities, Life Insurance, Insurance, Financial Services, Asset Protection, Investment Advisory..., Asset Allocation, Disability Insurance, Investments, Succession Planning, Executive Management, Small Business, Retirement, Series 63, Asset Management, Investment Management, Employee Benefits, Fixed Income, Investment Advisory, IRAs, Mutual Funds, Fixed Annuities, 401k, Bonds, Options, Education Funding, Alternative Investments, Wealth, Finance, Term Life Insurance, Health Insurance, Financial Goals, Certified Financial..., Long Term Care Insurance, Series 6, Portfolio Management, Loans, Series 7, Investment Strategies, Mortgage Lending, Financial Planning, Business Continuity..., Estate Planning, Executive Pay
Education
College for Financial Planning 1999 — 2002
Haslam College of Business at the University of Tennessee 1977 — 1981
Sheffield High School 1973 — 1977
Neely Gehring Neely Gehring's First Heartland Capital, Inc. Experience January 2010 - June 2011
Job Sales Support Marketing at Transamerica Worksite Marketing
Industry Financial Services
Experience
Transamerica Worksite Marketing June 2011 - Present
First Heartland Capital, Inc. January 2010 - June 2011
Rebsamen Insurance DBA Regions Life Brokerage Services August 2005 - January 2010
The ASA Group April 2004 - June 2005
Rebsamen Insurance August 2001 - March 2004
Education
University of Arkansas 1997 — 1999
Transamerica Worksite Marketing June 2011 - Present
First Heartland Capital, Inc. January 2010 - June 2011
Rebsamen Insurance DBA Regions Life Brokerage Services August 2005 - January 2010
The ASA Group April 2004 - June 2005
Rebsamen Insurance August 2001 - March 2004
Education
University of Arkansas 1997 — 1999
Holland Mills Holland Mills's First Heartland Capital, Inc. Experience October 2008 - Present
Job Regional Marketing Director at First Heartland Capital, Inc.
Industry Financial Services
Experience
First Heartland Capital, Inc. October 2008 - Present
Education
Lamar University 1958 — 1962
BS, Political Science, Education
First Heartland Capital, Inc. October 2008 - Present
Education
Lamar University 1958 — 1962
BS, Political Science, Education
Troy Thompson, CFP Troy Thompson, CFP's First Heartland Capital, Inc. Experience 2002 - Present
Job Owner at Thompson Financial, Inc
Industry Investment Management
Experience
First Heartland Capital, Inc. 2002 - Present
Kingsgate Health Insurance 2002 - Present
Thompson Financial, Inc June 1988 - Present
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Estate Planning, Wealth Management, Retirement, Financial Planners, Customer Service, Financial Planning, Strategic Planning, Term Life Insurance, Long-term Care, Strategic Financial..., Disability Insurance, Investments, Public Speaking, Social Media
Education
Concordia University, Nebraska 1986 — 1988
Bachelors, Accounting
St. John's College 1984 — 1986
AA, LA
First Heartland Capital, Inc. 2002 - Present
Kingsgate Health Insurance 2002 - Present
Thompson Financial, Inc June 1988 - Present
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Estate Planning, Wealth Management, Retirement, Financial Planners, Customer Service, Financial Planning, Strategic Planning, Term Life Insurance, Long-term Care, Strategic Financial..., Disability Insurance, Investments, Public Speaking, Social Media
Education
Concordia University, Nebraska 1986 — 1988
Bachelors, Accounting
St. John's College 1984 — 1986
AA, LA
Meredith Poore CFP® AIF® CDFA Meredith Poore CFP® AIF® CDFA's First Heartland Capital, Inc. Experience August 2009 - August 2013
Job Financial Consultant
Industry Financial Services
Experience
Barrios Financial Services June 2010 - August 2013
First Heartland Capital, Inc. August 2009 - August 2013
Virtue Wealth Management March 2009 - August 2013
NAWBO Memphis June 2011 - August 2012
Compass Financial Advisors, LLC September 2003 - March 2009
Education
University of Mississippi 1999 — 2003
Bachelors, Accountancy
Barrios Financial Services June 2010 - August 2013
First Heartland Capital, Inc. August 2009 - August 2013
Virtue Wealth Management March 2009 - August 2013
NAWBO Memphis June 2011 - August 2012
Compass Financial Advisors, LLC September 2003 - March 2009
Education
University of Mississippi 1999 — 2003
Bachelors, Accountancy
Chris Jacob CFP®'s First Heartland Capital, Inc. Experience 1997 - 2004
Job Financial Advisor, Estate & Charitable Planner with Transamerica Financial Advisors Inc. (TFA)
Industry Financial Services
Experience
Cadeau 1994 - Present
Cadeau 1994 - Present
Cadeau 1994 - Present
Transamerica 2001 - Present
First Heartland Capital, Inc. 1997 - 2004
Transamerica 1984 - 1994
Skills
Retirement Income..., Wealth Management..., Planned Giving, Estate Planning, Financial Advisory, Public Speaking, Series 7, Series 6, Series 63, Estate Tax Planning, Tax Favored Investments, Charities, Long Term Care Insurance, Wealth Accumulation, Non-Traded REITs, ETFs, Philanthropy, Retirement Planning, High Net Worth..., Asset Allocation, Retirement, Nonprofits, Entrepreneurship, Tax, Leadership, Investments, Strategic Financial..., Small Business, Asset Managment, Securities, Fundraising, Insurance, Trusts, Wealth Management, Financial Planners, Investment Advisory, Financial Analysis, Financial Services, Investment Strategies..., Advisor Education, Equities, Project Planning, Strategic Partnerships, Fixed Annuities, Variable Annuities, Indexed Annuities, Bonds
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Economics
Professional Designation
Cadeau 1994 - Present
Cadeau 1994 - Present
Cadeau 1994 - Present
Transamerica 2001 - Present
First Heartland Capital, Inc. 1997 - 2004
Transamerica 1984 - 1994
Skills
Retirement Income..., Wealth Management..., Planned Giving, Estate Planning, Financial Advisory, Public Speaking, Series 7, Series 6, Series 63, Estate Tax Planning, Tax Favored Investments, Charities, Long Term Care Insurance, Wealth Accumulation, Non-Traded REITs, ETFs, Philanthropy, Retirement Planning, High Net Worth..., Asset Allocation, Retirement, Nonprofits, Entrepreneurship, Tax, Leadership, Investments, Strategic Financial..., Small Business, Asset Managment, Securities, Fundraising, Insurance, Trusts, Wealth Management, Financial Planners, Investment Advisory, Financial Analysis, Financial Services, Investment Strategies..., Advisor Education, Equities, Project Planning, Strategic Partnerships, Fixed Annuities, Variable Annuities, Indexed Annuities, Bonds
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Economics
Professional Designation
Tom Graceffa Tom Graceffa's First Heartland Capital, Inc. Experience August 2015 - Present
Job Commercial Account Executive CoyleKiley Insurance Agency + Registered Representative First Heartland Capital
Industry Financial Services
Experience
CoyleKiley Insurance Agency, Inc. August 2015 - Present
First Heartland Capital, Inc. August 2015 - Present
COUNTRY Financial® August 2013 - August 2015
DeKalb Chamber of Commerce September 2012 - September 2013
Lambda Pi Eta September 2012 - May 2013
Skills
Customer Service, Public Relations, English, PowerPoint, Facebook, Microsoft Word, Social Media Marketing, Marketing Communications, Constant Contact, WeblinkConnect, Event Management, Research, Computer Hardware, Community Outreach, Spanish, Word, Food, Event Planning, Microsoft Office, Strategic Planning, Market Planning, Press Releases, Email Marketing, Leadership, Public Speaking, Series 6, Series 63, Health Insurance, Term Life Insurance, Umbrella Insurance, Disability Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Licensed Property &..., Licensed Life & Health..., B2B, Sales, Financial Analysis, Marketing, Microsoft Excel, Social Media, Social Networking, Communication, Time Management
Education
Northern Illinois University 2010 — 2013
Bachelor of Arts (B.A.), Major in Corporate/Organizational Communication with a Minor in Sociology
Heartland Community College 2006 — 2009
Computer Science
Boylan Central Catholic High School 2000 — 2005
CoyleKiley Insurance Agency, Inc. August 2015 - Present
First Heartland Capital, Inc. August 2015 - Present
COUNTRY Financial® August 2013 - August 2015
DeKalb Chamber of Commerce September 2012 - September 2013
Lambda Pi Eta September 2012 - May 2013
Skills
Customer Service, Public Relations, English, PowerPoint, Facebook, Microsoft Word, Social Media Marketing, Marketing Communications, Constant Contact, WeblinkConnect, Event Management, Research, Computer Hardware, Community Outreach, Spanish, Word, Food, Event Planning, Microsoft Office, Strategic Planning, Market Planning, Press Releases, Email Marketing, Leadership, Public Speaking, Series 6, Series 63, Health Insurance, Term Life Insurance, Umbrella Insurance, Disability Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Licensed Property &..., Licensed Life & Health..., B2B, Sales, Financial Analysis, Marketing, Microsoft Excel, Social Media, Social Networking, Communication, Time Management
Education
Northern Illinois University 2010 — 2013
Bachelor of Arts (B.A.), Major in Corporate/Organizational Communication with a Minor in Sociology
Heartland Community College 2006 — 2009
Computer Science
Boylan Central Catholic High School 2000 — 2005
Jeff Gleason's First Heartland Capital, Inc. Experience January 2013 - April 2013
Job Agent at Allstate Wicka Agency
Industry Financial Services
Experience
Allstate February 2015 - Present
Gleason's Insurance Solutions, Inc. September 2014 - January 2015
State Farm January 2014 - August 2014
First Heartland Capital, Inc. January 2013 - April 2013
Athene Annuity & Life Assurance Company October 2011 - October 2012
Pacer Financial January 2011 - October 2011
The Office Bar and Grille December 2009 - August 2010
Waynesborough Country Club July 2008 - November 2009
PPB Advisors November 2007 - July 2008
Lincoln Financial Distributors November 2003 - September 2007
Skills
Series 7, Fixed Annuities, Financial Services, Sales, Variable Annuities, Mutual Funds, Life Insurance, Investment Strategies, Securities, ETFs, Separately Managed..., Long-term Care, Fixed Income, Term Life Insurance, Long Term Care Insurance, Whole Life, Personal Financial..., Qualified Retirement..., IRAs, Insurance, Life, Indexed Annuities, Universal Life
Education
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Science, Finance
Allstate February 2015 - Present
Gleason's Insurance Solutions, Inc. September 2014 - January 2015
State Farm January 2014 - August 2014
First Heartland Capital, Inc. January 2013 - April 2013
Athene Annuity & Life Assurance Company October 2011 - October 2012
Pacer Financial January 2011 - October 2011
The Office Bar and Grille December 2009 - August 2010
Waynesborough Country Club July 2008 - November 2009
PPB Advisors November 2007 - July 2008
Lincoln Financial Distributors November 2003 - September 2007
Skills
Series 7, Fixed Annuities, Financial Services, Sales, Variable Annuities, Mutual Funds, Life Insurance, Investment Strategies, Securities, ETFs, Separately Managed..., Long-term Care, Fixed Income, Term Life Insurance, Long Term Care Insurance, Whole Life, Personal Financial..., Qualified Retirement..., IRAs, Insurance, Life, Indexed Annuities, Universal Life
Education
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Science, Finance
Greg Turcotte Greg Turcotte's First Heartland Capital, Inc. Experience August 2009 - August 2013
Job Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth December 2010 - August 2013
First Heartland Capital, Inc. August 2009 - August 2013
The Advanced Strategies Group August 2009 - November 2010
Man O' War Golf September 2006 - March 2008
Lincoln Financial Advisors June 2006 - August 2006
Skills
Wealth Management, Investments, Financial Services, Strategic Planning, Life Insurance, Health Insurance
Education
Transylvania University 2005 — 2009
B.A., Business Administration (Marketing, Finance)
University of Kentucky 2004 — 2005
Business
Covington Catholic High School 2000 — 2004
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth December 2010 - August 2013
First Heartland Capital, Inc. August 2009 - August 2013
The Advanced Strategies Group August 2009 - November 2010
Man O' War Golf September 2006 - March 2008
Lincoln Financial Advisors June 2006 - August 2006
Skills
Wealth Management, Investments, Financial Services, Strategic Planning, Life Insurance, Health Insurance
Education
Transylvania University 2005 — 2009
B.A., Business Administration (Marketing, Finance)
University of Kentucky 2004 — 2005
Business
Covington Catholic High School 2000 — 2004
Brian Franke, CFP® Brian Franke, CFP®'s First Heartland Capital, Inc. Experience June 2009 - November 2010
Job CERTIFIED FINANCIAL PLANNER (TM) guiding attorneys, physicians, executives,and business owners to their retirement goals
Industry Financial Services
Experience
Integrated Capital Management November 2010 - Present
First Heartland Capital, Inc. June 2009 - November 2010
UBS Financial Services September 2007 - May 2009
Ford Motor Company July 1996 - September 2007
CarClub.Com May 2000 - August 2000
General Motors May 1995 - September 1995
IBM January 1994 - August 1994
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Portfolio Management, Estate Planning, Long-term Care, Disability Insurance, Financial Planners, Small Business, Asset Protection, Retirement, Financial Planning, Investment Advisory, Wealth, Leadership, Management, Wealth Transfer, Insurance Planning, Retirement Income..., Financial Services, Process Improvement, Strategic Planning
Education
The American College 2011 — 2012
CFP® Certification Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of Michigan 1996 — 1999
MS, Mechanical Engineering
Michigan State University 1991 — 1996
BS, Mechanical Engineering
Traverse City Central High School 1989 — 1991
Integrated Capital Management November 2010 - Present
First Heartland Capital, Inc. June 2009 - November 2010
UBS Financial Services September 2007 - May 2009
Ford Motor Company July 1996 - September 2007
CarClub.Com May 2000 - August 2000
General Motors May 1995 - September 1995
IBM January 1994 - August 1994
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Portfolio Management, Estate Planning, Long-term Care, Disability Insurance, Financial Planners, Small Business, Asset Protection, Retirement, Financial Planning, Investment Advisory, Wealth, Leadership, Management, Wealth Transfer, Insurance Planning, Retirement Income..., Financial Services, Process Improvement, Strategic Planning
Education
The American College 2011 — 2012
CFP® Certification Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of Michigan 1996 — 1999
MS, Mechanical Engineering
Michigan State University 1991 — 1996
BS, Mechanical Engineering
Traverse City Central High School 1989 — 1991
Kevin Tennill Kevin Tennill's First Heartland Capital, Inc. Experience September 2006 - September 2007
Job Warranty Administrator at MidAmerica Peterbilt
Industry Transportation/Trucking/Railroad
Experience
Mid-America Peterbilt December 2012 - Present
Liberty Mutual October 2007 - December 2012
First Heartland Capital, Inc. September 2006 - September 2007
Jacobson Companies December 2000 - January 2006
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel, Insurance, Microsoft Word, Claim, Call Centers, Customer Satisfaction, Leadership, Logistics, Negotiation, Team Building, Time Management, Budgets, Management, Operations Management, Project Management, Sales
Education
Missouri Baptist University 2013 — 2016
Currently enrolled, Mental Health Counseling/Counselor
Drury University 1995 — 1999
BA, Criminoloy
Mid-America Peterbilt December 2012 - Present
Liberty Mutual October 2007 - December 2012
First Heartland Capital, Inc. September 2006 - September 2007
Jacobson Companies December 2000 - January 2006
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel, Insurance, Microsoft Word, Claim, Call Centers, Customer Satisfaction, Leadership, Logistics, Negotiation, Team Building, Time Management, Budgets, Management, Operations Management, Project Management, Sales
Education
Missouri Baptist University 2013 — 2016
Currently enrolled, Mental Health Counseling/Counselor
Drury University 1995 — 1999
BA, Criminoloy
Lawrence Blumenfeld CLU, ChFC Lawrence Blumenfeld CLU, ChFC's First Heartland Capital, Inc. Experience January 2012 - Present
Job Financial Services Representative at First Heartland Capital, Inc.
Industry Financial Services
Experience
First Heartland Capital, Inc. January 2012 - Present
Principal Financial Group August 1973 - December 2011
Pacific Life October 1971 - August 1973
Skills
Financial Services, Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Mutual Funds, Estate Planning, Disability Insurance
Education
University of Missouri-Columbia 1967 — 1971
Bachelor's degree, History
First Heartland Capital, Inc. January 2012 - Present
Principal Financial Group August 1973 - December 2011
Pacific Life October 1971 - August 1973
Skills
Financial Services, Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Mutual Funds, Estate Planning, Disability Insurance
Education
University of Missouri-Columbia 1967 — 1971
Bachelor's degree, History
John Turcotte John Turcotte's First Heartland Capital, Inc. Experience August 2007 - September 2013
Job Managing Director Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
Dutch Mills Dutch Mills's First Heartland Capital, Inc. Experience October 2008 - Present
Job Regional Marketing Director
Industry Financial Services
Experience
First Heartland Capital, Inc. October 2008 - Present
First South Insurance Group, Inc. 1978 - 2002
Skills
Long-term Care, Financial Planning, Strategic Planning, Retirement Planning, Wealth Management, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Marketing, Retirement, Term Life Insurance, Mutual Funds, Underwriting, Insurance, Securities, Investments, Series 7, Strategic Financial..., Health Insurance, Estate Planning, Financial Planners, Financial Services
Education
Lamar University 1958 — 1962
BS, Pre Law, History
First Heartland Capital, Inc. October 2008 - Present
First South Insurance Group, Inc. 1978 - 2002
Skills
Long-term Care, Financial Planning, Strategic Planning, Retirement Planning, Wealth Management, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Marketing, Retirement, Term Life Insurance, Mutual Funds, Underwriting, Insurance, Securities, Investments, Series 7, Strategic Financial..., Health Insurance, Estate Planning, Financial Planners, Financial Services
Education
Lamar University 1958 — 1962
BS, Pre Law, History
Eric Seger, Certified Financial Planner® Eric Seger, Certified Financial Planner®'s First Heartland Capital, Inc. Experience November 2008 - October 2010
Job Specializing in advising physicians, business owners, and professionals through all phases of their financial lives.
Industry Financial Services
Experience
Integrated Capital Management November 2010 - Present
First Heartland Capital, Inc. November 2008 - October 2010
Lincoln Financial Advisors January 2001 - November 2008
Orbseal September 1996 - January 2001
Skills
Wealth Management, Retirement, Investments, Estate Planning, Securities, Small Business, Financial Services, High Net Worth..., Retirement Planning, Strategic Financial..., Investment Advisory, Wealth, Financial Planners, Series 7, Fixed Annuities, Asset Allocation, Series 63, Wealth Accumulation, Financial Advisory, Investment Management, Long-term Care, Alternative Investments
Education
University of Michigan-Dearborn 1996 — 1999
MBA, Finance
Michigan State University 1989 — 1994
BS Engineering, Engineering
Integrated Capital Management November 2010 - Present
First Heartland Capital, Inc. November 2008 - October 2010
Lincoln Financial Advisors January 2001 - November 2008
Orbseal September 1996 - January 2001
Skills
Wealth Management, Retirement, Investments, Estate Planning, Securities, Small Business, Financial Services, High Net Worth..., Retirement Planning, Strategic Financial..., Investment Advisory, Wealth, Financial Planners, Series 7, Fixed Annuities, Asset Allocation, Series 63, Wealth Accumulation, Financial Advisory, Investment Management, Long-term Care, Alternative Investments
Education
University of Michigan-Dearborn 1996 — 1999
MBA, Finance
Michigan State University 1989 — 1994
BS Engineering, Engineering
Christy Pelikan's First Heartland Capital, Inc. Experience November 2011 - Present
Job Licensing Coordinator at First Heartland Capital, Inc.
Industry Accounting
Experience
First Heartland Capital, Inc. November 2011 - Present
Ann's Bra Shop July 2009 - November 2011
Bethesda Health Group March 2009 - February 2010
Target May 2008 - July 2009
United Way of Southeast Missouri January 2009 - March 2009
United Way of Southeast Missouri May 2008 - August 2008
Skills
Accounts Payable, Invoicing, Bank Reconciliation, Filing, Financial Statements, Accounting, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Southeast Missouri State University - Harrison College of Business 2004 — 2008
Bachelor of Science Degree in Business Administration, Accounting
Southeast Missouri State University - Harrison College of Business 2004 — 2008
Bachelor of Science Degree in Business Administration, Management-Organizational Leadership
First Heartland Capital, Inc. November 2011 - Present
Ann's Bra Shop July 2009 - November 2011
Bethesda Health Group March 2009 - February 2010
Target May 2008 - July 2009
United Way of Southeast Missouri January 2009 - March 2009
United Way of Southeast Missouri May 2008 - August 2008
Skills
Accounts Payable, Invoicing, Bank Reconciliation, Filing, Financial Statements, Accounting, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Southeast Missouri State University - Harrison College of Business 2004 — 2008
Bachelor of Science Degree in Business Administration, Accounting
Southeast Missouri State University - Harrison College of Business 2004 — 2008
Bachelor of Science Degree in Business Administration, Management-Organizational Leadership
Jamie Cox's First Heartland Capital, Inc. Experience 2001 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
Axcess Financial Group February 1999 - Present
First Heartland Capital, Inc. 2001 - Present
Skills
Employee Benefits, Retirement Plans, Securities, Long Term Care, Life Insurance, Disability Insurance, Annuities, Fixed Annuities, Retirement Planning, Insurance, Long-term Care, Mutual Funds, Retirement, Wealth Management, 401k, Investments, Strategic Financial..., Financial Planners, Estate Planning, Financial Planning, Management
Education
The American College 2012 — 2015
Retirement Income Certified Planner, Financial Planning and Services
Colorado State University 2004 — 2007
Bachelors, Business Finance
The American College 2002 — 2003
Chartered Financial Consultant, Financial Planning and Services
Axcess Financial Group February 1999 - Present
First Heartland Capital, Inc. 2001 - Present
Skills
Employee Benefits, Retirement Plans, Securities, Long Term Care, Life Insurance, Disability Insurance, Annuities, Fixed Annuities, Retirement Planning, Insurance, Long-term Care, Mutual Funds, Retirement, Wealth Management, 401k, Investments, Strategic Financial..., Financial Planners, Estate Planning, Financial Planning, Management
Education
The American College 2012 — 2015
Retirement Income Certified Planner, Financial Planning and Services
Colorado State University 2004 — 2007
Bachelors, Business Finance
The American College 2002 — 2003
Chartered Financial Consultant, Financial Planning and Services
Lawrence Blumenfeld's First Heartland Capital, Inc. Experience January 2012 - Present
Job Financial Services Representative at First Heartland Capital, Inc.
Industry Financial Services
Experience
First Heartland Capital, Inc. January 2012 - Present
Principal Financial Group August 1973 - December 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement, 401k, 401k Rollovers, Fixed Annuities, IRAs, Series 6, 403 b
Education
The American College 1977 — 1983
Chartered Life Underwriter and Chartered Financial Consultant
University of Missouri-Columbia 1967 — 1971
Bachelor of Science (B.S.), European History & Political Science
First Heartland Capital, Inc. January 2012 - Present
Principal Financial Group August 1973 - December 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement, 401k, 401k Rollovers, Fixed Annuities, IRAs, Series 6, 403 b
Education
The American College 1977 — 1983
Chartered Life Underwriter and Chartered Financial Consultant
University of Missouri-Columbia 1967 — 1971
Bachelor of Science (B.S.), European History & Political Science
Rob Kerth's First Heartland Capital, Inc. Experience October 1997 - Present
Job Registered Investment Advisor at Kerth Financial Services, LLC
Industry Insurance
Experience
First Heartland Capital, Inc. October 1997 - Present
Kerth Financial Services, LLC 1997 - Present
Elder Law Management October 1987 - Present
Skills
Insurance, Customer Service, Financial Services, Finance, Fixed Annuities, Microsoft Office, Retirement Planning, Life Insurance, Term Life Insurance, Securities, 401k, Strategic Financial...
Education
University of Maryland College Park 1974 — 1976
Bachelor of Science (BS), 3.0
Montgomery College 1971 — 1973
Associate of Arts, Criminal Justice
First Heartland Capital, Inc. October 1997 - Present
Kerth Financial Services, LLC 1997 - Present
Elder Law Management October 1987 - Present
Skills
Insurance, Customer Service, Financial Services, Finance, Fixed Annuities, Microsoft Office, Retirement Planning, Life Insurance, Term Life Insurance, Securities, 401k, Strategic Financial...
Education
University of Maryland College Park 1974 — 1976
Bachelor of Science (BS), 3.0
Montgomery College 1971 — 1973
Associate of Arts, Criminal Justice