Geneos Wealth Management
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Geneos Wealth Management Employees
Employee
Years
Job
Industry
Terry Nelson, CFP® Terry Nelson, CFP®'s Geneos Wealth Management Experience March 2010 - Present
Job Retirement Planning ǀ Wealth Management
Industry Financial Services
Experience
Geneos Wealth Management March 2010 - Present
Olmsted Financial Group January 1991 - Present
Education
Minnesota State University, Mankato 1970 — 1972
Bachelor's Degree, Education
Iowa Central Community College 1968 — 1970
Associate's Degree, General Education
Geneos Wealth Management March 2010 - Present
Olmsted Financial Group January 1991 - Present
Education
Minnesota State University, Mankato 1970 — 1972
Bachelor's Degree, Education
Iowa Central Community College 1968 — 1970
Associate's Degree, General Education
Courtney Clyde Courtney Clyde's Geneos Wealth Management Experience January 2010 - February 2011
Job Manager at America's Party Rental
Industry Consumer Services
Experience
America's Party Rental August 2014 - Present
America's Party Rental February 2014 - Present
Dr. Tattoff November 2011 - January 2014
Geneos Wealth Management January 2010 - February 2011
Skills
Customer Service, Nursing, Healthcare, Data Entry, Hospitals, Public Speaking, PowerPoint, Outlook, Sales, Healthcare Management, Microsoft Office
Education
Sierra College 2014 — 2017
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Santa Reparata International School of Art 2009 — 2009
Humanities/Philosophy
America's Party Rental August 2014 - Present
America's Party Rental February 2014 - Present
Dr. Tattoff November 2011 - January 2014
Geneos Wealth Management January 2010 - February 2011
Skills
Customer Service, Nursing, Healthcare, Data Entry, Hospitals, Public Speaking, PowerPoint, Outlook, Sales, Healthcare Management, Microsoft Office
Education
Sierra College 2014 — 2017
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Santa Reparata International School of Art 2009 — 2009
Humanities/Philosophy
Kristen Whealon Kristen Whealon's Geneos Wealth Management Experience August 2002 - December 2011
Job Global Chief Compliance Officer at NorthStar Asset Management Group Inc. and CCO at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Asset Management Group Inc. April 2014 - Present
NorthStar Securities, LLC December 2011 - Present
Geneos Wealth Management August 2002 - December 2011
Multi Financial Securities Corp 1999 - 2002
American Express Financial Advisors 1997 - 1999
Skills
Series 7, Series 24, Series 63, FINRA, Securities, Compliance Procedures, Uniform Combined State..., Investments, Series 6, Retirement Planning, 401k, Investment Advisory, Portfolio Management, Hedge Funds, Fixed Annuities, Wealth Management, Financial Advisory, Retirement, Wealth Management..., Mutual Funds, Alternative Investments, Investment Strategies, Series 65, Equities
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Technical Journalism, Public Relations
NorthStar Asset Management Group Inc. April 2014 - Present
NorthStar Securities, LLC December 2011 - Present
Geneos Wealth Management August 2002 - December 2011
Multi Financial Securities Corp 1999 - 2002
American Express Financial Advisors 1997 - 1999
Skills
Series 7, Series 24, Series 63, FINRA, Securities, Compliance Procedures, Uniform Combined State..., Investments, Series 6, Retirement Planning, 401k, Investment Advisory, Portfolio Management, Hedge Funds, Fixed Annuities, Wealth Management, Financial Advisory, Retirement, Wealth Management..., Mutual Funds, Alternative Investments, Investment Strategies, Series 65, Equities
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Technical Journalism, Public Relations
Karl Frank Karl Frank's Geneos Wealth Management Experience 2004 - Present
Job Owner, A&I Financial Services LLC
Industry Financial Services
Experience
A&I Financial Services LLC May 2004 - Present
Geneos Wealth Management 2004 - Present
Financial Planning Association of Colorado 2005 - 2012
Denver Metro Chamber of Commerce 2004 - January 2010
Curious Theatre 2006 - 2007
Skills
Retirement Planning, Investments, 401k, Investment Strategies, Strategic Financial..., Series 7, Alternative Investments, Wealth Management, Financial Advisory, Securities, Small Business, Investment Advisory
Education
University of Denver 2003 — 2004
Masters, Finance, Investments
University of Denver - Daniels College of Business 2002 — 2004
MBA, MSF, Investments
University of Colorado Boulder 1996 — 1997
Master's Degree, English
University of Colorado Boulder 1992 — 1995
Bachelor's Degree, English, Summa Cum Laude
Wesleyan University 1991 — 1992
A&I Financial Services LLC May 2004 - Present
Geneos Wealth Management 2004 - Present
Financial Planning Association of Colorado 2005 - 2012
Denver Metro Chamber of Commerce 2004 - January 2010
Curious Theatre 2006 - 2007
Skills
Retirement Planning, Investments, 401k, Investment Strategies, Strategic Financial..., Series 7, Alternative Investments, Wealth Management, Financial Advisory, Securities, Small Business, Investment Advisory
Education
University of Denver 2003 — 2004
Masters, Finance, Investments
University of Denver - Daniels College of Business 2002 — 2004
MBA, MSF, Investments
University of Colorado Boulder 1996 — 1997
Master's Degree, English
University of Colorado Boulder 1992 — 1995
Bachelor's Degree, English, Summa Cum Laude
Wesleyan University 1991 — 1992
Jeffrey Garell Jeffrey Garell's Geneos Wealth Management Experience November 2006 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Geneos Wealth Management, November 2006 - Present
Silversage Advisors March 2002 - Present
Associated Securities Corp May 1993 - October 2006
California One Investments July 1989 - April 1993
GFC Securities February 1987 - June 1989
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Investment Advisory, Asset Allocation, Estate Planning, Retirement, 401k, Securities, Investment Strategies, Mutual Funds, Investment Management, Asset Management, Small Business, IRAs, Financial Advisory, Series 7, Series 63, Alternative Investments, Series 24, Wealth Management..., Portfolio Management, Fixed Annuities, Equities, Wealth, Loans, Mortgage Lending, Insurance
Education
University of California, Irvine 1998 — 2000
Financial Planning
University of California, Los Angeles 1980 — 1985
Bachelor of Arts (BA), History
Geneos Wealth Management, November 2006 - Present
Silversage Advisors March 2002 - Present
Associated Securities Corp May 1993 - October 2006
California One Investments July 1989 - April 1993
GFC Securities February 1987 - June 1989
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Investment Advisory, Asset Allocation, Estate Planning, Retirement, 401k, Securities, Investment Strategies, Mutual Funds, Investment Management, Asset Management, Small Business, IRAs, Financial Advisory, Series 7, Series 63, Alternative Investments, Series 24, Wealth Management..., Portfolio Management, Fixed Annuities, Equities, Wealth, Loans, Mortgage Lending, Insurance
Education
University of California, Irvine 1998 — 2000
Financial Planning
University of California, Los Angeles 1980 — 1985
Bachelor of Arts (BA), History
Cecily Pirozzoli Cecily Pirozzoli's Geneos Wealth Management Experience June 2011 - November 2011
Job Associate Brand Manager at Unilever
Industry Marketing and Advertising
Experience
Unilever June 2015 - Present
Dish Network March 2014 - June 2015
Dish Network June 2012 - March 2014
90octane January 2012 - June 2012
Geneos Wealth Management June 2011 - November 2011
Xcel Energy April 2010 - June 2011
AIMCO June 2009 - September 2009
AIMCO June 2008 - November 2008
Skills
Marketing, Marketing Strategy, Market Research, Social Media Marketing, Digital Marketing, Brand Management
Education
University of Denver - Daniels College of Business 2011 — 2012
Master of Business Administration (MBA), Marketing
University of Denver - Daniels College of Business 2007 — 2011
BS-Business Administration, Marketing, Finance, Spanish
Universidad de Salamanca 2009 — 2009
Marketing, Spanish
Unilever June 2015 - Present
Dish Network March 2014 - June 2015
Dish Network June 2012 - March 2014
90octane January 2012 - June 2012
Geneos Wealth Management June 2011 - November 2011
Xcel Energy April 2010 - June 2011
AIMCO June 2009 - September 2009
AIMCO June 2008 - November 2008
Skills
Marketing, Marketing Strategy, Market Research, Social Media Marketing, Digital Marketing, Brand Management
Education
University of Denver - Daniels College of Business 2011 — 2012
Master of Business Administration (MBA), Marketing
University of Denver - Daniels College of Business 2007 — 2011
BS-Business Administration, Marketing, Finance, Spanish
Universidad de Salamanca 2009 — 2009
Marketing, Spanish
Pam McGowan Pam McGowan's Geneos Wealth Management Experience August 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Geneos Wealth Management August 2011 - Present
Concept Capital April 2009 - May 2010
Stanford Group Company May 1999 - March 2009
Charles Schwab & Company, Inc March 1999 - May 1999
Prudential Securities, Inc September 1998 - March 1999
Janco Partners, Inc April 1997 - August 1998
Skills
Customer Service, Mutual Funds, Strategic Planning, Equities, Series 24
Education
University of Northern Iowa
Bachelor of Science, Business
Geneos Wealth Management August 2011 - Present
Concept Capital April 2009 - May 2010
Stanford Group Company May 1999 - March 2009
Charles Schwab & Company, Inc March 1999 - May 1999
Prudential Securities, Inc September 1998 - March 1999
Janco Partners, Inc April 1997 - August 1998
Skills
Customer Service, Mutual Funds, Strategic Planning, Equities, Series 24
Education
University of Northern Iowa
Bachelor of Science, Business
Jeff Peoples Jeff Peoples's Geneos Wealth Management Experience July 1991 - Present
Job Registered Representative at Geneos Wealth Management
Industry Financial Services
Experience
Geneos Wealth Management July 1991 - Present
Arapahoe County Republican Party 1994 - 2010
Skills
Retirement Planning, Series 7, Mutual Funds, Series 63, Investments, Retirement, Asset Allocation, Investment Advisory, Wealth Management, IRAs, Estate Planning, Fixed Annuities, Investment Strategies, Financial Advisory, Securities, Asset Management, Insurance, 401k, Financial Planners, Series 6, Alternative Investments, Life Insurance
Education
University of Denver 1987 — 1991
BA, Communications, Finance
Geneos Wealth Management July 1991 - Present
Arapahoe County Republican Party 1994 - 2010
Skills
Retirement Planning, Series 7, Mutual Funds, Series 63, Investments, Retirement, Asset Allocation, Investment Advisory, Wealth Management, IRAs, Estate Planning, Fixed Annuities, Investment Strategies, Financial Advisory, Securities, Asset Management, Insurance, 401k, Financial Planners, Series 6, Alternative Investments, Life Insurance
Education
University of Denver 1987 — 1991
BA, Communications, Finance
William H. Wilkinson, CFP, ChFC, CLU, CASL, AIF William H. Wilkinson, CFP, ChFC, CLU, CASL, AIF's Geneos Wealth Management Experience July 2003 - July 2005
Job President/Managing Principal
Industry Financial Services
Experience
360 Wealth Management, Inc. July 2005 - Present
Geneos Wealth Management July 2003 - July 2005
Round Hill Securities, Inc February 1995 - July 2003
McLaughlin, Piven, Vogel Securities, Inc. December 1992 - February 1995
Skills
Estate Planning, Financial Advisory, Investment Management, Strategic Planning, Wealth Management, Insurance, Strategy, Wealth, Wealth Accumulation, Retirement, Investments, Management, Leadership
Education
Northeastern University 1987 — 1992
BS, International Business, Business Management
The American College 2003 — 2005
ChFC, CLU, CASL, Various aspects of financial planning
360 Wealth Management, Inc. July 2005 - Present
Geneos Wealth Management July 2003 - July 2005
Round Hill Securities, Inc February 1995 - July 2003
McLaughlin, Piven, Vogel Securities, Inc. December 1992 - February 1995
Skills
Estate Planning, Financial Advisory, Investment Management, Strategic Planning, Wealth Management, Insurance, Strategy, Wealth, Wealth Accumulation, Retirement, Investments, Management, Leadership
Education
Northeastern University 1987 — 1992
BS, International Business, Business Management
The American College 2003 — 2005
ChFC, CLU, CASL, Various aspects of financial planning
Cheryl Bigbie-Schaffner's Geneos Wealth Management Experience October 2009 - June 2012
Job General Ledger Accountant at SemGroup Corp
Industry Accounting
Experience
SemGroup Corp June 2012 - Present
Woodland Sports May 2011 - June 2012
Geneos Wealth Management October 2009 - June 2012
Hideaway Pizza March 2005 - June 2012
Skills
Accounting, Journal Entries, Outlook, Microsoft Excel, Access, Invoicing, Internal Controls, Oracle, Accounts Payable Data..., Account Reconciliation, Oracle Discoverer, Unclaimed Property..., Accounts Payable, Analysis, General Ledger, PowerPoint
Education
Northeastern State University 2010 — 2012
B.B.A., Accounting
Tulsa Community College 2007 — 2009
Associate, Management
Clary Sage College of Cosmetology, Spa and Esthetics 2006 — 2006
License, Esthetics
Bixby High School
SemGroup Corp June 2012 - Present
Woodland Sports May 2011 - June 2012
Geneos Wealth Management October 2009 - June 2012
Hideaway Pizza March 2005 - June 2012
Skills
Accounting, Journal Entries, Outlook, Microsoft Excel, Access, Invoicing, Internal Controls, Oracle, Accounts Payable Data..., Account Reconciliation, Oracle Discoverer, Unclaimed Property..., Accounts Payable, Analysis, General Ledger, PowerPoint
Education
Northeastern State University 2010 — 2012
B.B.A., Accounting
Tulsa Community College 2007 — 2009
Associate, Management
Clary Sage College of Cosmetology, Spa and Esthetics 2006 — 2006
License, Esthetics
Bixby High School
Peggy Bergan ChFC, CLU, AEP Peggy Bergan ChFC, CLU, AEP's Geneos Wealth Management Experience 2006 - 2011
Job Independent Financial Advisor at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2011 - Present
Vineyard Wealth Management LLC January 2006 - Present
Vineyard Financial Group January 2006 - Present
sheknows.com June 2010 - August 2011
Geneos Wealth Management 2006 - 2011
Necessary Comfort 2009 - 2010
New England Securities April 2002 - January 2006
American Express Financial Advisors August 2000 - May 2001
IDS Life Insurance Company August 2000 - May 2001
Skills
Strategic Financial..., Strategic Planning, Financial Advisory, Insurance, Finance, Disability Insurance, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Estate Planning, Wealth Management, Financial Planners, Investments
Education
National Association of Estate Planners & Councils through The American College 2007 — 2008
AEP, Estate Planning
The American College 2004 — 2006
ChFC,CLU, Financial Planning
Cambridge Investment Research October 2011 - Present
Vineyard Wealth Management LLC January 2006 - Present
Vineyard Financial Group January 2006 - Present
sheknows.com June 2010 - August 2011
Geneos Wealth Management 2006 - 2011
Necessary Comfort 2009 - 2010
New England Securities April 2002 - January 2006
American Express Financial Advisors August 2000 - May 2001
IDS Life Insurance Company August 2000 - May 2001
Skills
Strategic Financial..., Strategic Planning, Financial Advisory, Insurance, Finance, Disability Insurance, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Estate Planning, Wealth Management, Financial Planners, Investments
Education
National Association of Estate Planners & Councils through The American College 2007 — 2008
AEP, Estate Planning
The American College 2004 — 2006
ChFC,CLU, Financial Planning
Jonathan Moffitt Jonathan Moffitt's Geneos Wealth Management Experience April 2007 - January 2009
Job Project Management at American Express
Industry Financial Services
Experience
American Express July 2014 - Present
Sean Reyes for Attorney General June 2010 - Present
American Express June 2013 - September 2013
Arizona Venture Partnership January 2013 - May 2013
DryCreekCharity.org October 2010 - November 2012
Geneos Wealth Management April 2007 - January 2009
Skills
Revit, SketchUp, Sustainable Design, Architectural Design, Sustainability, AutoCAD, Architectural Drawings, BIM, Design Research, Social Media Marketing, Email Marketing, Leadership, InDesign, Illustrator, Strategy
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing and Services Leadership
University of Utah 2006 — 2010
B.S., Architecture
American Express July 2014 - Present
Sean Reyes for Attorney General June 2010 - Present
American Express June 2013 - September 2013
Arizona Venture Partnership January 2013 - May 2013
DryCreekCharity.org October 2010 - November 2012
Geneos Wealth Management April 2007 - January 2009
Skills
Revit, SketchUp, Sustainable Design, Architectural Design, Sustainability, AutoCAD, Architectural Drawings, BIM, Design Research, Social Media Marketing, Email Marketing, Leadership, InDesign, Illustrator, Strategy
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing and Services Leadership
University of Utah 2006 — 2010
B.S., Architecture
Daniel Sands's Geneos Wealth Management Experience November 2006 - Present
Job CERTIFIED FINANCIAL PLANNER TM
Industry Financial Services
Experience
Silversage Advisors June 2002 - Present
Financial Planning Association of Orange County January 2014 - Present
Geneos Wealth Management November 2006 - Present
Associated Securities Corp. September 2000 - November 2006
Claremont Financial Group March 2000 - June 2002
Trust Company of America August 1995 - June 2000
Skills
Wealth Management, CFP®, Investment Advisory, Retirement Planning, Financial Planners, Estate Planning, Asset Allocation, Investments, Insurance, Tax, Asset Managment, Project Planning, Research, Management, Financial Analysis, Portfolio Management, Strategic Financial..., Loans, 401k, Employee Benefits
Education
University of California, Irvine 2005 — 2007
Financial Planning
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science, Finance, Real Estate and Law
Silversage Advisors June 2002 - Present
Financial Planning Association of Orange County January 2014 - Present
Geneos Wealth Management November 2006 - Present
Associated Securities Corp. September 2000 - November 2006
Claremont Financial Group March 2000 - June 2002
Trust Company of America August 1995 - June 2000
Skills
Wealth Management, CFP®, Investment Advisory, Retirement Planning, Financial Planners, Estate Planning, Asset Allocation, Investments, Insurance, Tax, Asset Managment, Project Planning, Research, Management, Financial Analysis, Portfolio Management, Strategic Financial..., Loans, 401k, Employee Benefits
Education
University of California, Irvine 2005 — 2007
Financial Planning
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science, Finance, Real Estate and Law
Amy (Kosmos) Bautista, CFA Amy (Kosmos) Bautista, CFA's Geneos Wealth Management Experience 2009 - September 2010
Job Chief Investment Officer at Kosmos Management
Industry Investment Management
Experience
Kosmos Management October 2013 - Present
Seattle Repertory Theatre September 2008 - Present
CSM Pacific/Aiolian LLC August 2008 - Present
Kosmos Management April 2011 - October 2013
Geneos Wealth Management 2009 - September 2010
University of Washington Business School August 2008 - June 2010
Hale and Dorr Capital Management November 2006 - June 2008
Skills
Financial Modeling, Data Analysis, Financial Reporting, Corporate Finance, Financial Analysis, Analysis, Valuation, Competitive Analysis, Finance, Portfolio Management, Strategic Planning
Education
University of Washington 2009 — 2010
MBA
University of Washington, Michael G. Foster School of Business 2008 — 2010
MBA, Concentration in Finance
Hamilton College 1999 — 2003
The London School of Economics and Political Science (LSE)
Kosmos Management October 2013 - Present
Seattle Repertory Theatre September 2008 - Present
CSM Pacific/Aiolian LLC August 2008 - Present
Kosmos Management April 2011 - October 2013
Geneos Wealth Management 2009 - September 2010
University of Washington Business School August 2008 - June 2010
Hale and Dorr Capital Management November 2006 - June 2008
Skills
Financial Modeling, Data Analysis, Financial Reporting, Corporate Finance, Financial Analysis, Analysis, Valuation, Competitive Analysis, Finance, Portfolio Management, Strategic Planning
Education
University of Washington 2009 — 2010
MBA
University of Washington, Michael G. Foster School of Business 2008 — 2010
MBA, Concentration in Finance
Hamilton College 1999 — 2003
The London School of Economics and Political Science (LSE)
Steve G. Shipp, CRCP Steve G. Shipp, CRCP's Geneos Wealth Management Experience 2007 - 2008
Job Operations at Parsons Financial Advisors
Industry Financial Services
Experience
Parsons Financial Advisors 2015 - Present
Foothill Securities, Inc. 2008 - 2015
Geneos Wealth Management 2007 - 2008
Provident Credit Union 2005 - 2007
Region of Financial Network Investment Corporation 2000 - 2005
A.G. Edwards & Sons 1996 - 2000
Prudential Insurance 1996 - 1996
PlanMember Financial Corporation 1989 - 1995
First Eagle Investment Banker 1989 - 1989
Skills
Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory, Project Management, Chief Compliance Officer, Technology, Surveillance, Risk Management, Sales Management, Supervision, Management, Sales, Insurance, California Life..., Risk & Controls Testing, Complaint Resolution, Branch Inspections, Compliance Training, AML Compliance Officer, Operations Management, Alternative Investments, Arbitration, Mediation, Regulatory Examinations, Board of Directors..., Securities, Mutual Funds, Investments, Financial Planning, Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CRCP Program
California State University-Chico
Parsons Financial Advisors 2015 - Present
Foothill Securities, Inc. 2008 - 2015
Geneos Wealth Management 2007 - 2008
Provident Credit Union 2005 - 2007
Region of Financial Network Investment Corporation 2000 - 2005
A.G. Edwards & Sons 1996 - 2000
Prudential Insurance 1996 - 1996
PlanMember Financial Corporation 1989 - 1995
First Eagle Investment Banker 1989 - 1989
Skills
Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory, Project Management, Chief Compliance Officer, Technology, Surveillance, Risk Management, Sales Management, Supervision, Management, Sales, Insurance, California Life..., Risk & Controls Testing, Complaint Resolution, Branch Inspections, Compliance Training, AML Compliance Officer, Operations Management, Alternative Investments, Arbitration, Mediation, Regulatory Examinations, Board of Directors..., Securities, Mutual Funds, Investments, Financial Planning, Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CRCP Program
California State University-Chico
Paul Krepinski Paul Krepinski's Geneos Wealth Management Experience February 2008 - July 2013
Job Senior Manager, Supervision and Controls at Charles Schwab & Company
Industry Financial Services
Experience
Charles Schwab & Company April 2015 - Present
A & I Financial Services LLC February 2015 - April 2015
FFG Retirement Counseling July 2014 - September 2014
LPL Financial July 2013 - July 2014
Geneos Wealth Management February 2008 - July 2013
Schwab 1986 - 2003
Skills
Series 7, Mutual Funds, FINRA, Series 63, Retirement, Retirement Planning, Securities, Rollovers, Series 24, Investments, Annuities, Wealth Management, Series 66, Wealth Accumulation, IRA's, Client Experience, Equities, Portfolio Management, Fixed Income, Options, Asset Management, Annuity, Roth IRA, Investment Advisory, Trading, Financial Advisory, ETFs, Compliance, Financial Planning, Managed Accounts, Asset Allocation, Investment Products, Investment Strategies, Stocks, 401k, Alternative Investments, Bonds, Wealth, High Net Worth..., Separately Managed..., Retirement Income..., 529 Plans, Wealth Transfer, Asset, Financial Markets, Series 53, Life and Health..., Expert Witness -..., Uniform Combined State..., Financial Services
Education
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration, Marketing
Boise State University 1975 — 1977
Charles Schwab & Company April 2015 - Present
A & I Financial Services LLC February 2015 - April 2015
FFG Retirement Counseling July 2014 - September 2014
LPL Financial July 2013 - July 2014
Geneos Wealth Management February 2008 - July 2013
Schwab 1986 - 2003
Skills
Series 7, Mutual Funds, FINRA, Series 63, Retirement, Retirement Planning, Securities, Rollovers, Series 24, Investments, Annuities, Wealth Management, Series 66, Wealth Accumulation, IRA's, Client Experience, Equities, Portfolio Management, Fixed Income, Options, Asset Management, Annuity, Roth IRA, Investment Advisory, Trading, Financial Advisory, ETFs, Compliance, Financial Planning, Managed Accounts, Asset Allocation, Investment Products, Investment Strategies, Stocks, 401k, Alternative Investments, Bonds, Wealth, High Net Worth..., Separately Managed..., Retirement Income..., 529 Plans, Wealth Transfer, Asset, Financial Markets, Series 53, Life and Health..., Expert Witness -..., Uniform Combined State..., Financial Services
Education
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration, Marketing
Boise State University 1975 — 1977
Sheldon Harber, CFP® Sheldon Harber, CFP®'s Geneos Wealth Management Experience September 2014 - Present
Job Lifelong St. Louisan and Careerlong Financial Advisor Making Financial Planning a PainFree Process for You
Industry Investment Management
Experience
Geneos Wealth Management September 2014 - Present
Asset Strategies, Inc. December 2005 - Present
Asset Strategies, Inc. June 1979 - December 2005
Skills
Investments, Securities, Retirement Planning, Investment Advisory, Estate Planning, Series 7, Financial Planning, IRAs, Financial Advisory, Asset Management, Roth IRA, Asset Protection, Mutual Funds, Asset Allocation, Employee Benefits, Disability Insurance, Investment Management, Wealth Accumulation, Retirement Savings, Investment Strategies, Series 63, Risk Management, Asset Managment, Insurance, Alternative Investments, 401k Rollovers, Series 24, Retirement Income..., Wealth management, Wealth Preservation, Insurance Planning, Veterans benefits, Investment planning, Long Term Care, 401 K Rollovers, College Savings Plans, Retirement Plan..., Portfolio Strategy, Charitable Giving, Long Term Care Insurance, College Funding..., socially responsible..., Deferred Compensation, ESOP, Elder Care, split dollar, medicaid planning
Education
University of Missouri-Columbia 1975 — 1979
BSBA, Business
Parkway North 1970 — 1975
High school
Craig School 1967 — 1969
Elementary school
Weber School 1963 — 1966
Grade school
McKnight School 1962 — 1963
Elementary school
Geneos Wealth Management September 2014 - Present
Asset Strategies, Inc. December 2005 - Present
Asset Strategies, Inc. June 1979 - December 2005
Skills
Investments, Securities, Retirement Planning, Investment Advisory, Estate Planning, Series 7, Financial Planning, IRAs, Financial Advisory, Asset Management, Roth IRA, Asset Protection, Mutual Funds, Asset Allocation, Employee Benefits, Disability Insurance, Investment Management, Wealth Accumulation, Retirement Savings, Investment Strategies, Series 63, Risk Management, Asset Managment, Insurance, Alternative Investments, 401k Rollovers, Series 24, Retirement Income..., Wealth management, Wealth Preservation, Insurance Planning, Veterans benefits, Investment planning, Long Term Care, 401 K Rollovers, College Savings Plans, Retirement Plan..., Portfolio Strategy, Charitable Giving, Long Term Care Insurance, College Funding..., socially responsible..., Deferred Compensation, ESOP, Elder Care, split dollar, medicaid planning
Education
University of Missouri-Columbia 1975 — 1979
BSBA, Business
Parkway North 1970 — 1975
High school
Craig School 1967 — 1969
Elementary school
Weber School 1963 — 1966
Grade school
McKnight School 1962 — 1963
Elementary school
Wes Strode, CFA Wes Strode, CFA's Geneos Wealth Management Experience February 2012 - Present
Job Portfolio Manager at Geneos Wealth Management
Industry Financial Services
Experience
Geneos Wealth Management February 2012 - Present
Advised Assets Group, LLC a subsidiary of Great West Life&Annuity Insurance Co August 2011 - February 2012
Old Mutual Capital October 2005 - July 2011
State Street May 2003 - September 2005
State Street March 2001 - May 2003
State Street May 1999 - March 2001
Skills
Finance, Mutual Funds, Portfolio Management, Asset Allocation, Investments, Analysis, Alternative Investments, Due Diligence
Education
Keller Graduate School of Management
Master of Accounting and Financial Management
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science in Business Administration
Geneos Wealth Management February 2012 - Present
Advised Assets Group, LLC a subsidiary of Great West Life&Annuity Insurance Co August 2011 - February 2012
Old Mutual Capital October 2005 - July 2011
State Street May 2003 - September 2005
State Street March 2001 - May 2003
State Street May 1999 - March 2001
Skills
Finance, Mutual Funds, Portfolio Management, Asset Allocation, Investments, Analysis, Alternative Investments, Due Diligence
Education
Keller Graduate School of Management
Master of Accounting and Financial Management
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science in Business Administration
Frank Minichiello Frank Minichiello's Geneos Wealth Management Experience September 2009 - April 2011
Job .
Industry Marketing and Advertising
Experience
LegalShield Official September 2004 - Present
SkyWest Airlines September 2011 - October 2012
Geneos Wealth Management September 2009 - April 2011
Stillman Real Estate 2005 - 2009
New Century Mortgage March 2005 - April 2007
Keller Williams Realty January 2003 - January 2005
Stillman Real Estate 2002 - 2003
Charles Schwab November 1997 - October 2001
Metropolitan Lawn and Landscape 1990 - 1995
United States Marine Corps 1989 - 1995
Skills
Series 7, series 66
Education
College for Financial Planning 2001 — 2002
Metropolitan State University of Denver 1998 — 1999
Financial Planning
Gateway
LegalShield Official September 2004 - Present
SkyWest Airlines September 2011 - October 2012
Geneos Wealth Management September 2009 - April 2011
Stillman Real Estate 2005 - 2009
New Century Mortgage March 2005 - April 2007
Keller Williams Realty January 2003 - January 2005
Stillman Real Estate 2002 - 2003
Charles Schwab November 1997 - October 2001
Metropolitan Lawn and Landscape 1990 - 1995
United States Marine Corps 1989 - 1995
Skills
Series 7, series 66
Education
College for Financial Planning 2001 — 2002
Metropolitan State University of Denver 1998 — 1999
Financial Planning
Gateway
Amy Petri Beard's Geneos Wealth Management Experience July 2002 - June 2009
Job Deputy District Attorney at 17th Judicial District Attorney's Office
Industry Legal Services
Experience
17th Judicial District Attorney's Office September 2010 - Present
Colorado Supreme Court August 2009 - September 2010
Adams County District Court November 2008 - August 2009
Geneos Wealth Management July 2002 - June 2009
17th Judicial District Attorney's Office September 2007 - May 2008
University of Denver August 2007 - May 2008
Davis & Ceriani, P.C. May 2007 - August 2007
United States Attorney's Office - Denver January 2007 - April 2007
ING 1999 - 2002
Skills
Courts, Litigation, Appeals, Criminal Law, Westlaw, Legal Research, Legal Writing, Trial Practice, Legal Issues, Trials, Research, Motions, Appellate Practice, Juvenile Law, Hearings, Lexis, Jury Trials, Litigation Support, Criminal Defense
Education
University of Denver - Sturm College of Law 2005 — 2008
JD
University of Colorado Boulder 1993 — 1997
17th Judicial District Attorney's Office September 2010 - Present
Colorado Supreme Court August 2009 - September 2010
Adams County District Court November 2008 - August 2009
Geneos Wealth Management July 2002 - June 2009
17th Judicial District Attorney's Office September 2007 - May 2008
University of Denver August 2007 - May 2008
Davis & Ceriani, P.C. May 2007 - August 2007
United States Attorney's Office - Denver January 2007 - April 2007
ING 1999 - 2002
Skills
Courts, Litigation, Appeals, Criminal Law, Westlaw, Legal Research, Legal Writing, Trial Practice, Legal Issues, Trials, Research, Motions, Appellate Practice, Juvenile Law, Hearings, Lexis, Jury Trials, Litigation Support, Criminal Defense
Education
University of Denver - Sturm College of Law 2005 — 2008
JD
University of Colorado Boulder 1993 — 1997
Heather Benline's Geneos Wealth Management Experience 2008 - 2015
Job Marketing and Business Development
Industry Financial Services
Experience
Geneos Wealth Management 2008 - 2015
Geneos Wealth Management Inc 2004 - 2008
Education
The Ohio State University 1995 — 2000
BA, Communications
Geneos Wealth Management 2008 - 2015
Geneos Wealth Management Inc 2004 - 2008
Education
The Ohio State University 1995 — 2000
BA, Communications
Kim Halkett's Geneos Wealth Management Experience August 2003 - December 2012
Job Chief Compliance Officer/Vice President Investment and Trust Compliance Officer at Guaranty Bank and Trust
Industry Financial Services
Experience
Guaranty Bank and Trust August 2014 - Present
Curian Capital April 2014 - August 2014
JPMorgan Chase January 2013 - April 2014
Geneos Wealth Management August 2003 - December 2012
Skills
Series 7, Series 24, Series 66, Investment Advisory, Compliance, Investments, Securities, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, FINRA, AML, Financial Services, Financial Risk
Education
Denver Paralegal Institute 2001 — 2002
Certificate, Paralegal Studies
Red Rocks Community College 1986 — 1987
Associate of General Studies, Education
Guaranty Bank and Trust August 2014 - Present
Curian Capital April 2014 - August 2014
JPMorgan Chase January 2013 - April 2014
Geneos Wealth Management August 2003 - December 2012
Skills
Series 7, Series 24, Series 66, Investment Advisory, Compliance, Investments, Securities, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, FINRA, AML, Financial Services, Financial Risk
Education
Denver Paralegal Institute 2001 — 2002
Certificate, Paralegal Studies
Red Rocks Community College 1986 — 1987
Associate of General Studies, Education
Jennifer Funke's Geneos Wealth Management Experience 2007 - Present
Job Licensed Sales Associate at Patrick Funke & Associates, Inc.
Industry Investment Management
Experience
Patrick Funke & Associates, Inc. September 2011 - Present
Geneos Wealth Management 2007 - Present
Arizona State University August 2012 - June 2013
Skills
Sales, Public Speaking, Event Planning, Teaching, Research, PowerPoint, Fundraising, Microsoft Office, Leadership, Customer Service, Social Media, Microsoft Excel
Education
Northern Arizona University 1997 — 1999
Master of Education (M.Ed.), Educational Leadership and Administration, General
Arizona State University
Bachelor's degree, Elementary Education and Teaching
Patrick Funke & Associates, Inc. September 2011 - Present
Geneos Wealth Management 2007 - Present
Arizona State University August 2012 - June 2013
Skills
Sales, Public Speaking, Event Planning, Teaching, Research, PowerPoint, Fundraising, Microsoft Office, Leadership, Customer Service, Social Media, Microsoft Excel
Education
Northern Arizona University 1997 — 1999
Master of Education (M.Ed.), Educational Leadership and Administration, General
Arizona State University
Bachelor's degree, Elementary Education and Teaching
Rebecca Kramer's Geneos Wealth Management Experience December 2013 - Present
Job AML Officer/ Compliance Officer
Industry Financial Services
Experience
Geneos Wealth Management December 2013 - Present
Financial Industry Regulatory Authority November 2010 - May 2013
State of Colorado, Division of Securities December 2005 - November 2010
State of Colorado, Division of Insurance March 2004 - December 2005
Investment Management Consultants Ltd November 1998 - November 2003
ICON Advisers Inc., formerly Meridian Investment Management Corporation May 1992 - September 1998
OppenheimerFunds June 1990 - March 1992
Skills
Broker-Dealer Compliance, Investment Advisor..., Fraud Detection, Securities Regulation, Securities Offerings, Insurance Law, Investments, AML, Due Diligence, NASAA Investment..., NASAA Investment..., NRS Investment Adviser..., NRS Investment Adsviser..., General Securities..., Securities Fraud, insurance regulation, compliance, Series 7, Series 24, Compliance Management
Education
Colorado State University 1986 — 1999
Bachelor of Science in Accounting and Business Administration, Accounting, 3.8
Geneos Wealth Management December 2013 - Present
Financial Industry Regulatory Authority November 2010 - May 2013
State of Colorado, Division of Securities December 2005 - November 2010
State of Colorado, Division of Insurance March 2004 - December 2005
Investment Management Consultants Ltd November 1998 - November 2003
ICON Advisers Inc., formerly Meridian Investment Management Corporation May 1992 - September 1998
OppenheimerFunds June 1990 - March 1992
Skills
Broker-Dealer Compliance, Investment Advisor..., Fraud Detection, Securities Regulation, Securities Offerings, Insurance Law, Investments, AML, Due Diligence, NASAA Investment..., NASAA Investment..., NRS Investment Adviser..., NRS Investment Adsviser..., General Securities..., Securities Fraud, insurance regulation, compliance, Series 7, Series 24, Compliance Management
Education
Colorado State University 1986 — 1999
Bachelor of Science in Accounting and Business Administration, Accounting, 3.8