Five Rings Financial

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Five Rings Financial Employees

Employee
Years
Job
Industry
Jamie & Craig Heimforth Jamie & Craig Heimforth Greater Los Angeles Area Details
Jamie & Craig Heimforth's Five Rings Financial Experience October 2011 - Present
Job Educational Workshops, #TheSafeMoneyCouple, Speakers,Regional Vice Presidents/ Hiring Managers / TheSafeMoneyCouple.net
Industry Financial Services
Experience
One Pacific Real Estate   2014 - Present
Five Rings Financial   October 2011 - Present
Five Rings Financial, LLC  October 2011 - Present
CRN  October 2006 - October 2007
Moore Investments   June 1983 - November 1989

Skills
Hiring Manager, Recruiting, IUL Indexed Universal..., Insurance, Training, Educational Leadership, Real Estate, Investments, Small Business, Investment Properties, Referrals, First Time Home Buyers, REO, Sales, Real Estate Transactions, Foreclosures, Property, Listings, 1031 Exchanges, Public Speaking, Investors, Selling, Sellers, Retirement Planning, Single Family Homes, Relocation, SFR, Condos, FHA, Educational Workshops, Small Business..., Living Benefits Expert, Professional Mentoring, Chronic Care, Women Owned Business, Education, Commercial Real Estate, Mortgage Lending, Income Properties, Buyers, Tax Deferred Savings..., Income for Life, Indexed Annuities, Women's Financial..., Living Planning..., Fixed Annuities, Public Lectures, Financial Educator, Tax Free Distribution..., Cash Value Life...

Education
California State University-Long Beach   1975 — 1977
B.S., Business, International Marketing

El Camino College
Associate of Arts (A.A.), Business

Damon Wolfe Damon Wolfe Lexington, Kentucky Details
Damon Wolfe's Five Rings Financial Experience July 2013 - Present
Job Retirement Planning │ Living Benefits │ Life Insurance│ 401k & IRA Rollovers │ College Savings │ Employee Education
Industry Financial Services
Experience
Five Rings Financial   July 2013 - Present
LegalShield  June 2008 - April 2014

Education
Landmark Education

Curtis Price Curtis Price Castle Rock, Colorado Details
Curtis Price's Five Rings Financial Experience March 2013 - Present
Job Specialist in Risk Free, Tax Free Personal Pension Plans, Living Benefits and Child life planning
Industry Insurance
Experience
Five Rings Financial   March 2013 - Present
USHEALTH Advisors  November 2012 - August 2013
True Image Designs   January 2007 - November 2012
TruGreen LandCare  March 2002 - August 2006

Skills
Business management,..., Production Management,..., Indexed Annuities, Sales, Sales Management, Customer Service, Customer Satisfaction, P&L Management, Employee Benefits, Budgets, Small Business, Insurance, Public Speaking, Training, Healthcare, Health Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Roth IRA, Indexed Universal Life, Traditional IRA, Pensions, Pension Funds, Disability Insurance, Management, Retirement, Financial Advisory, Financial Services

Education
Southern New Hampshire University   1987 — 1991
BS- Business Administration, Business and Business Finance/ Hotel Restaurant Management

Robin Dulaigh Robin Dulaigh Greater Seattle Area Details
Robin Dulaigh's Five Rings Financial Experience 2009 - 2010
Job Senior Mortgage Professional at Columbia Funding Mortgage
Industry Financial Services
Experience
Columbia Funding Mortgage DBA of American Pacific Mortgage Corp   January 2013 - Present
World Financial Group (WFG)   2007 - Present
Premier Finance Group   May 2011 - January 2013
FUEL Financial, Inc.   2010 - 2012
Five Rings Financial   2009 - 2010
Northwestern Mutual  2008 - 2009
CTX Mortgage  August 2000 - August 2007

Skills
Mortgage Lending, Investments, Retirement Planning, Insurance, Risk Management, Fixed Annuities, Wealth Accumulation, Loans, Estate Planning, Retirement, Strategic Financial..., VA loans, Residential Mortgages, FHA, Life Insurance, Credit Analysis, Mortgage Banking, 401k, Real Estate Financing, Certified Mortgage..., Wealth, Long-term Care, Financial Analysis, Investment Advisory, Reverse Mortgages, Financial Services, Refinance, Investment Properties, Mutual Funds, FHA financing, Portfolio Management, USDA, Asset Management, Loan Origination, Credit, Funding, Government Loans, Debt Consolidation, Wealth Management, Real Estate, Underwriting, Mortgage Underwriting, Small Business, Banking, Construction Loans, Asset Allocation, Finance, Securities, Financial Advisory

Education
Hampshire College
Political Science

Mary Chambers Mary Chambers Arvada, Colorado Details
Mary Chambers's Five Rings Financial Experience June 2012 - February 2015
Job CEO, Certifed Master Success Coach, Speaker, Edutrainer, Author and Radio Host at MonUmental Moments, Inc.
Industry Professional Training & Coaching
Experience
MonUmental Moments, Inc.   July 2012 - Present
MonUmental Moments, Inc   July 2012 - Present
MonUmental Moments, Inc   July 2012 - Present
Five Rings Financial   June 2012 - February 2015
"The Messengers" Event Wolfe Studios   July 2014 - 2015
The Secret to Life Coaching.   July 2012 - 2015
People House  October 2012 - March 2013
Mile Hi Church  November 2011 - February 2012
HARLAN ST. CUSTOMS / Rag Jockey   November 2011 - February 2012
Great Clips, Inc.   January 2006 - August 2011

Skills
Internal Communications, Public Relations, Media Relations, Corporate Communications, Strategic Communications, Creative Writing, Leadership Development, Organizational..., Creative Strategy, People Management, Customer Relations, Public Speaking, Writing, Communications Strategy, Customer Service, Social Networking, Team Building, Research, Coaching, Change Management, Project Management, Event Planning, Event Management, Team Leadership, Training, Press Releases, Editing, Emotional Intelligence, Emotional Freedom, Personal Development, Mentalism, Wealth Principles, Transformation change, Intuitiveness, Lifestyle Coaching, Life Transitions, Collaborative Leadership, Training Facilitation, Project Planning, Cross-functional Team..., Business Strategy, Management, Entrepreneurship, Sales, Small Business, Communication Skills, Online Advertising, Motivational Speaking, Community Outreach, Time Management

Education
The University of Universal Law   1995 — 2021
Student of the Laws of the Universe, The Laws of Success

Grand Canyon University   2013 — 2015
Master of Business Administration (MBA), Emphasis in Leadership

Grand Canyon University   2009 — 2012
Bachelor's in Liberal Arts, Communications, G.P.A 3.52

Denver Technical College   1996 — 1998
Associate's in Applied Science, Computer Network System

Debra Merrill Debra Merrill Goodyear, Arizona Details
Debra Merrill's Five Rings Financial Experience September 2015 - Present
Job Force of Nature
Industry Insurance
Experience
Five Rings Financial   September 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage)   September 2014 - July 2015
Fidelity National Title Group  2013 - July 2014

Skills
Customer Service, Real Estate, Insurance

Education
Southwest Tennessee Community College   2008 — 2012
Pre-Nursing Studies

Kim Mickey Kim Mickey Denver, Colorado Details
Kim Mickey's Five Rings Financial Experience July 2012 - Present
Job Executive Vice President, Recruiter, Financial & Insurance Professional
Industry Financial Services
Experience
Five Rings Financial   July 2012 - Present
Big Sky Distributors  1998 - 2002

Skills
Health Insurance, Insurance, Commercial Insurance, Strategic Financial..., Life Insurance, Outlook, Fixed Annuities, Finance, Term Life Insurance, Retirement, Financial Services, Investments, Disability Insurance, Retirement Planning, Long-term Care, Small Business, Estate Planning, Mutual Funds, 401k, IRAs, Employee Benefits, Financial Advisory, Mortgage Lending

Education
University of Phoenix-Colorado Campus   2008 — 2011
Associate's degree, Accounting and Finance

Concord High

Concord High

Daniel Looper Daniel Looper Tulsa, Oklahoma Area Details
Daniel Looper's Five Rings Financial Experience June 2013 - Present
Job Tax Free Retirement Spec., Master Stylist, Educator, Consultant
Industry Financial Services
Experience
Transamerica  June 2013 - Present
National Life Group  June 2013 - Present
Five Rings Financial   June 2013 - Present
Capelli Salon LLC   April 2011 - Present
Daniel Looper   October 2009 - Present

Skills
Strategic Planning, Management Consulting, Database management, Tax free retirement..., Direct sales..., Master Hair Stylist..., Asp.net programmer, Visual Basic, Microsoft Certified..., Wordpress developer and..., Medical insurance..., Licensed private..., Business Strategy, Change Management, Customer Service, Data Analysis, Database Admin, Microsoft Office, Project Management, Strategy, Business Analysis, Organizational..., Business Development, Program Management, Training, Leadership, Project Planning, Budgets, Analysis

Education
University of Phoenix   2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5

Tulsa Community College   2000 — 2002
Certification in programming, Visual Basic, asp.net, c and MySQL, 3.5

Certified Microsoft professional   1999 — 2002
Certified Microsoft Professional, Mssql database management and data warehouse engineering

Christopher Cassese Christopher Cassese Greater Denver Area Details
Christopher Cassese's Five Rings Financial Experience August 2010 - October 2012
Job Managing Partner at Faces Human Capital Management
Industry Human Resources
Experience
Faces Human Capital Management   July 2015 - Present
Diversified Human Resources  October 2014 - July 2015
Insperity  October 2012 - September 2014
Five Rings Financial   August 2010 - October 2012
The Results Companies  September 2009 - February 2011
HSBC  March 2005 - March 2009
J. Kelly @ Associates   2004 - March 2005
TPG TeleManagement  October 2003 - August 2004
Merrill Lynch  July 1994 - October 2003

Skills
Sales, Customer Service, Customer Acquisition, Customer Engagement, Telemarketing, Call Center..., Call center start-up, Leadership Development, Lead Generation, Vendor Management, Third Party Vendor..., Direct Sales, Financial Services, Call Centers, CRM, Outsourcing, Management, Telecommunications, Leadership, Customer Retention, Training, Sales Process, B2B, Customer Experience, Business Development, Strategy, Program Management, Human Resources, Customer Satisfaction, Marketing, Budgets, Contract Negotiation, Analysis, Business Intelligence, Project Management, Consulting, Process Improvement, Account Management, BPO, Workforce Management, Mergers & Acquisitions, Recruiting, Cross-functional Team..., Six Sigma, Salesforce.com, Team Building, Performance Management, Small Business, Employee Benefits, Strategic Planning

Education
Temple University   1989 — 1993
Communication, General

South Brunswick High School   1985 — 1989

Stuart House Stuart House Greater Denver Area Details
Stuart House's Five Rings Financial Experience February 2009 - October 2011
Job Sales and Marketing at Home Depot Installation Services
Industry Building Materials
Experience
Home Depot Exteriors   October 2011 - Present
Five Rings Financial   February 2009 - October 2011
Burp Media   2010 - 2011
MONY, UGA & IPA   March 1997 - December 2006
Dictaphone, Canon & Roll Systems   September 1980 - March 1997

Skills
Small Business, Financial Planning, Public Speaking, Marketing, Team Building, Sales

Education
University of Phoenix   1994 — 1996
BS, Business Administration, 3.85 GPA

Northeastern Junior College
AS, Electronic Technology, Industrial Electronics Technology/Technician

Darwin Chuck Franceschi Darwin Chuck Franceschi Greater Denver Area Details
Darwin Chuck Franceschi's Five Rings Financial Experience April 2012 - August 2013
Job Engineering & Financial Professional who helps teams & individuals succeed with money. Leadership honors from the CIA.
Industry Financial Services
Experience
Five Rings Financial, LLC  August 2013 - Present
US Senior Veterans   April 2014 - April 2015
Five Rings Financial   April 2012 - August 2013
Van Kampen Investments  2006 - March 2012
Conventus Solutions Inc.   October 2005 - December 2009
Raytheon  1998 - 2009
Raytheon Intelligence and Information Systems  1997 - 2009
CDI  June 1996 - July 1997
Geodynamics LLC   September 1984 - June 1996
United States Air Force  August 1983 - September 1984

Skills
Creative Problem Solving, Financial Analysis, Systems Engineering, Simplifying the Complex, Communication Skills, Microsoft Office, Sales Presentations, Retirement Planning, Asset Protection, Investment Strategies, Large Scale Systems, Team Building, Team Leadership, Financial Education, Military, DoD, Defense, Leadership, Investments, Training, Requirements Analysis, Retirement, Safe Money Strategies, What's Your Number?, Financial Services, Security, Employee Benefits, System Architecture, Sales, Fixed Annuities, Finance, Strategic Financial..., Risk Management, Cross-functional Team..., Insurance, Financial Advisory, Life Insurance, 401k, Executive Management, Social Security..., Debt Elimination, Wealth, Intelligence, Government Contracting, Earned Value Management, Organizational..., Financial Planning

Education
United States Air Force Academy   1975 — 1979
BS, Electrical Engineering

Delaware Valley Regional High School   1971 — 1975
High School

Tina Donnelly Tina Donnelly Greater Denver Area Details
Tina Donnelly's Five Rings Financial Experience 2002 - Present
Job Executive Vice President
Industry Insurance
Experience
Five Rings Financial   2002 - Present
Affordable Painting and Design   1998 - 2002

Skills
Retirement Planning, Living Insurance, Guaranteed Lifetime..., Tax Free Retirement..., Business Owner Tax..., Personal Pensions, Million Dollar Baby..., Career Change - New..., Retirement, Insurance, Grandparents, Income, Term Life Insurance, Small Business, Employee Benefits, Life Insurance, Fixed Annuities, Disability Insurance, Management, Financial Services, Wealth, Investments, Strategic Financial..., Wordsmithing, Wealth Preservation..., Team Building, Money, Whole Life, Sales, Long-term Care, Universal Life, Indexed Annuities, IRAs, 401k Rollovers, Roth IRA, Life & Health Insurance..., Critical Illness, Long Term Care Insurance, Savings, General Insurance, Estate Planning, 401k, Wealth Accumulation

Education
Colorado Mesa University   1976 — 1978
Associates, Business

Longmont High School   1973 — 1976

Diane C. Brown Diane C. Brown Greater Denver Area Details
Diane C. Brown's Five Rings Financial Experience October 2011 - July 2013
Job Financial Wellness Consultant
Industry Insurance
Experience
Independent Agent  July 2015 - Present
Independent Insurance Agent  October 2013 - Present
VIP Financial   July 2012 - Present
Independent  August 2013 - Present
Wave Financial Partners, Inc.   April 2013 - July 2015
Five Rings Financial   October 2011 - July 2013
Melaleuca:The Wellness Company  2006 - 2011
ERA Werner Realty   2007 - 2009

Skills
Financial Planning, Education, Team Motivator, Public Speaking, Coaching, Customer Service, Customer Relations, Microsoft Office, Mentor, Insurance Professional, Fixed Annuities, Life Insurance With..., Partner Recruitment, Spiritual Counseling, Financial Advisory, IRA Rollovers, 401k Rollovers, Living Insurance, Guaranteed Lifetime..., Tax Free Retirement, Tax Free Retirement..., Self Directed Pensions, Million Dollar Baby..., Career Exploration, Grandparent, Nutrition Education, Creative Real Estate..., Investing, Team Building, Presenter, Direct Sales, IRAs, Investments, Retirement, Strategic Financial..., Entrepreneurship, Insurance, Grandparents, Recruiting, Leadership, Social Networking, Budgets, Income for Life, Small Business, Sales, Finance, Mortgage Lending, Wealth Accumulation, Real Estate, Term Life Insurance

Education
Metropolitan State College of Denver   1980 — 1981

Larimer County Vo Tech   1977 — 1979

Karen Gundelfinger Karen Gundelfinger Greater Denver Area Details
Karen Gundelfinger's Five Rings Financial Experience May 2011 - Present
Job Director
Industry Insurance
Experience
Five Rings Financial   May 2011 - Present
Senior Benefit Advisors   March 2011 - Present

Skills
Financial Education, IRAs, Retirement Planning, Strategic Financial..., Employee Benefits

Education
Red Rocks Community College   2009 — 2011

Kathy Flynn Kathy Flynn Greater Denver Area Details
Kathy Flynn's Five Rings Financial Experience August 2007 - Present
Job Financial Educator/Insurance Professional at Five Rings Financial
Industry Financial Services
Experience
Five Rings Financial   August 2007 - Present
Quest Diagnostics  1998 - 2007

Skills
Retirement Planning, Health Insurance, Insurance, Retirement, Financial Planning, Microsoft Office, Customer Service, Customer Relations, Strategic Financial..., Coaching, Employee Benefits, Life Insurance, Small Business, Long Term Care Insurance, Training, Fixed Annuities, Term Life Insurance, Disability Insurance, 401k, Long-term Care, Financial Advisory

Education
DePaul University
BS, Medical Technology

Lori Pier Lori Pier Dayton, Ohio Area Details
Lori Pier's Five Rings Financial Experience August 2009 - August 2010
Job AdvoCare Independent Representative
Industry Health, Wellness and Fitness
Experience
Advocare  November 2011 - Present
Fifth Third Bank  July 2010 - July 2012
Five Rings Financial   August 2009 - August 2010
Fifth Third Bank  September 2000 - August 2009
Premier Designs Jewelry  2005 - 2009
Goodwill Industries  March 1997 - August 2000
Montgomery County Support Enforcement Agency   January 1996 - March 1997

Skills
Retail, Coaching, Customer Service, Public Speaking, Recruiting, Research, Management, Team Building, Sales, Human Resources, Finance, Networking, Leadership, Training, Small Business, Banking, Leadership Development, Marketing, Strategic Planning, Marketing Strategy, Employee Relations

Education
Heidelberg University   1991 — 1995
Bachelors, Psychology

Wayne High School

Debbie Freireich Debbie Freireich Greater Denver Area Details
Debbie Freireich's Five Rings Financial Experience January 2007 - Present
Job Owner, Five Rings Financial
Industry Financial Services
Experience
Five Rings Financial   January 2007 - Present

Education
University of Houston

Wanyi Yang Wanyi Yang Englewood, Colorado Details
Wanyi Yang's Five Rings Financial Experience November 2013 - May 2014
Job Equity Research Analyst at Essential Investment Partners, LLC
Industry Investment Management
Experience
Essential Investment Partners, LLC   October 2014 - May 2015
Investment Management Associates   May 2014 - March 2015
IPS Strategic Capital  January 2014 - May 2014
Five Rings Financial   November 2013 - May 2014
China Minsheng Banking Corp.ltd  May 2013 - August 2013
Ipsos Business Consulting  April 2013 - August 2013
MassMutual Financial Group  July 2010 - September 2010
Malatang Resturant   May 2010 - July 2010

Skills
Strategic Planning, Financial Analysis, Data Analysis, Analysis, Financial Modeling, Microsoft Excel, Business Strategy, Public Speaking, Research, Microsoft Office, Budgets, Leadership, Management, Market Research, Project Management, Valuation, Finance

Education
Fordham University   2015 — 2017
Master of Science (MS), Global Finance

University of Colorado Denver   2011 — 2014
Bachelor's degree, Economics, 3.88

Stanford University   2012 — 2012
Exchange Student, Development Economics and International Development, 4.0

China Agricultural University   2009 — 2010
Bachelor's degree, Economics, 3.87

Fordham University

Fordham University

Katherine Wichmann Zacharias Katherine Wichmann Zacharias Greater San Diego Area Details
Katherine Wichmann Zacharias's Five Rings Financial Experience June 2009 - Present
Job Helping people protect retirement savings, never lose money, pay less in taxes & save money on their health insurance
Industry Insurance
Experience
Hera Hub  August 2011 - Present
Firehouse Gourmet, Inc.   January 2010 - Present
Five Rings Financial   June 2009 - Present
Evolve Digital   January 2002 - Present
KSWZ Insurance Services   November 1992 - Present
Infragard San Diego Members Alliance   2007 - 2015
Authentic Flavors Catering & St. Tropez Cakes   June 2012 - 2013
Katherine Wichmann Zacharias   2008 - 2012
Macy's School of Cooking   January 2010 - November 2011
Rwanda Basket Company   February 2008 - 2011

Skills
Interrogation Techniques, Interviewing, Retirement Planning, Financial Planning, Microsoft Office, Quickbooks, HTML, Quicken, Skip Tracing, Insurance, Health, Savings, Small Business, Social Media Marketing, Customer Service, Customer Relations, Budgeting, Event Planning, PowerPoint, Word, Problem Solving, Excel, Social Media, Promotions, Research, Online Marketing, Fundraising, Outlook, Employee Benefits, Social Networking, Microsoft Excel, Microsoft Word, Strategic Financial..., Budgets, QuickBooks, Life Insurance, Disability Insurance, Sales, Personal Financial..., Management, Marketing, Fixed Annuities, Financial Advisory, Training, Leadership, Term Life Insurance, Health Insurance, IRAs, Retirement, Wealth

Education
San Diego State University-California State University   1987 — 1993
BA, International Business, Japanese, Asian Studies, Spanish

Westlake High School   1984 — 1987

Larry Burchinal Larry Burchinal Greater Denver Area Details
Larry Burchinal's Five Rings Financial Experience May 2011 - Present
Job Real Estate Investing
Industry Real Estate
Experience
Five Rings Financial   May 2011 - Present
Fresh Air LLC   January 2008 - Present

Skills
Real Estate, Insurance, Investments, Investment Properties, First Time Home Buyers, Budgets, Business Planning, Customer Service, Employee Benefits, Finance, Health Insurance, Leadership, Life Insurance, Management, Marketing, Mortgage Lending, New Business Development, Property, Public Speaking, Sales, Sales Management, Selling, Small Business, Strategic Financial..., Strategic Planning, Team Building, Marketing Strategy, Entrepreneurship, Social Media, Negotiation, Online Marketing, Microsoft Office, Coaching, Social Networking, Social Media Marketing

Education
University of Colorado at Boulder   1969 — 1973
Bachelor of Science (B.S.), Real Estate

Bear Creek High School   1966 — 1969
High School Diploma, General Studies

David Trevathan David Trevathan Greater Denver Area Details
David Trevathan's Five Rings Financial Experience February 2007 - Present
Job Life Settlement Advisor at Living Financial Solutions
Industry Financial Services
Experience
Five Rings Financial   February 2007 - Present
Living Financial Solutions   December 2006 - Present
Personal Home Lending Corporation   January 2005 - December 2006

Education
North Carolina State University   1993 — 1995

Phyllis Hyatt Phyllis Hyatt Norfolk, Virginia Area Details
Phyllis Hyatt's Five Rings Financial Experience April 2013 - Present
Job President at Beach Training Solutions
Industry Online Media
Experience
Beach Training Solutions   September 2013 - Present
Five Rings Financial   April 2013 - Present
Pilot Media  May 2011 - September 2012
Wells Fargo  June 2010 - May 2011
SuperMedia LLC  January 2004 - January 2010
Trader Publishing Company  January 1999 - January 2003
Hampton Roads Medical Equipment   August 1993 - January 1999
Shenandoah Medical Supply, Inc   December 1991 - August 1993

Skills
Sales, Marketing, Advertising, E-commerce, Capital Equipment, Hospitals, Direct Mail, Cold Calling, Salesforce.com, Account Management, Lead Generation, B2B, Sales Presentations, Sales Process, Direct Sales

Education
Life & Annuities License 2013   2013 — 2013
Certificate, Life Insurance

Adult Learning Center, Virginia Beach, VA   2012 — 2012
Pharmacy Technician, Pharmacy Technician/Assistant

Old Dominion University   1979 — 1981
Business Administration

Chuck Lyon Chuck Lyon Greater Denver Area Details
Chuck Lyon's Five Rings Financial Experience November 2012 - Present
Job
Industry Information Technology and Services
Experience
Five Rings Financial   November 2012 - Present
Incom-Direct  May 2011 - October 2011
Partners in I T   March 2010 - August 2011
TMG - The Marketing Group  July 2009 - June 2010
Three Value Sales Logic   October 2008 - June 2009
3VLSI   October 2008 - March 2009
Westerra Credit Union  October 2006 - November 2007
Aegis Wholesale Mortgage   2006 - 2007

Skills
Sales Operations, Sales, Salesforce.com, Account Management, Business Development, Direct Sales, New Business Development, CRM, Lead Generation, Strategic Planning, Marketing, Team Building, Solution Selling, Customer Service, SaaS, Sales Management, Marketing Strategy, Management, Budgets, Training, Outsourcing, Leadership, Sales Process, Cold Calling, Recruiting

Education
The Ohio State University   1971 — 1976
BA, International Studies/Business

The Ohio State University   1971 — 1976
International Studies, Business

Brian Yoakam Brian Yoakam Greater Denver Area Details
Brian Yoakam's Five Rings Financial Experience May 2009 - Present
Job Private Lender, Business Owner
Industry Financial Services
Experience
Peak Equity Group, LLC   January 2014 - Present
Peak Investment Group   February 2013 - Present
United Health Care  August 2010 - Present
Five Rings Financial   May 2009 - Present
Predovich & Company   October 2005 - May 2015
Sanctuary Golf Course  May 2004 - October 2010

Skills
Tax, Insurance, Strategic Financial..., Accounting, Retirement Planning, Retirement, Fixed Annuities, Health Insurance, Microsoft Office, Microsoft Excel, Life Insurance, Microsoft Word, Customer Service, PowerPoint, Budget, Employee Benefits, Investments, QuickBooks, Risk Management, Team Building, Budgets, Finance, Management, Disability Insurance, Term Life Insurance, Series 6, Real Estate, Financial Services, Financial Analysis, Entrepreneurship, Business Planning, Small Business, Leadership, Financial Modeling, Sales, Banking, Access, Financial Planning, Investment Properties

Education
Metropolitan State University of Denver   2005 — 2009
Bachelors, Finance

Smoky Hill   1999 — 2003

Laura Nonte Laura Nonte Colorado Springs, Colorado Area Details
Laura Nonte's Five Rings Financial Experience June 2015 - Present
Job Educating Middle Americans about money and helping people and small business owners create a taxfree retirement.
Industry Real Estate
Experience
Five Rings Financial   June 2015 - Present
Intelligent Property Solutions   2011 - Present
Shaklee Corporation  1996 - Present

Skills
Tax Free Retirement, Finance, Real Estate Transactions, Health & Wellness

Education
Indiana University—Purdue University Fort Wayne   1980 — 1983
Computer Science and Supervision

Angella Shaw Angella Shaw Greater Denver Area Details
Angella Shaw's Five Rings Financial Experience February 2012 - Present
Job Insurance Agent at Five Rings Financial, LLC
Industry Insurance
Experience
Five Rings Financial   February 2012 - Present

Education
University of Colorado Colorado Springs   1997 — 2000
BA, Sociology and Special Education

Kerri Lemmon Kerri Lemmon Pleasantville, Iowa Details
Kerri Lemmon's Five Rings Financial Experience April 2012 - Present
Job Financial Specialist at Five Rings Financial
Industry Financial Services
Experience
Five Rings Financial   April 2012 - Present
Wellmark BCBS of Iowa   August 2011 - June 2013
Wellmark BCBS of Iowa   April 2004 - August 2011
Wellmark BCBS of Iowa   December 2001 - April 2004

Skills
Term Life Insurance, Life Insurance, Insurance, Strategic Financial..., Retirement Planning, Tax Free Retirement, Retirement, Fixed Indexed Annuities

Education
Western State College   1993 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General

Black Hills State University   1992 — 1993
Bachelor of Arts (B.A.), Accounting

Donna Elscott Donna Elscott Newton, Iowa Details
Donna Elscott's Five Rings Financial Experience June 2010 - Present
Job Financial Insurance
Industry Insurance
Experience
Five Rings Financial   June 2010 - Present

Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Financial Analysis, Customer Service, Team Building, Financial Planning, Budgets, Sales, Disability Insurance, Sales Management, Health Insurance, Small Business, General Insurance, Microsoft Word

Education
Des Moines Area Community College
Insurance