HD Vest Investment Services SM

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HD Vest Investment Services SM Employees

Employee
Years
Job
Industry
Alan Piehl Alan Piehl Greater Denver Area Details
Alan Piehl's HD Vest Investment Services SM Experience January 1986 - Present
Job Investment Advisor Representative at HD Vest Investment Services SM
Industry Financial Services
Experience
HD Vest Investment Services SM   January 1986 - Present
Alan R Piehl CPA PC   January 1979 - Present

Skills
Financial Analysis, Tax, Tax Preparation, Retirement Planning, Financial Planners, Strategic Financial..., Securities, Financial Planning, Estate Planning, Finance, Wealth Management, CPA

Education
University of Denver - Daniels College of Business   1966 — 1970
BSBA, Accounting

Gary A Wood, CPA Gary A Wood, CPA Greater Detroit Area Details
Gary A Wood, CPA's HD Vest Investment Services SM Experience October 2012 - Present
Job Tax & Wealth Management Advisor
Industry Financial Services
Experience
HD Vest Investment Services SM   October 2012 - Present
Wood & Associates Tax and Wealth Management LLC   January 2009 - Present
Cambridge Investment Research, Inc.   January 2009 - September 2012
AXA Advisors, LLC  2006 - 2009
The Grillo Companies   2001 - 2006
First American Title Insurance Company  1982 - 2001
Hunters Creek Homes, Inc.   1989 - 1994
Deloitte & Touche  1979 - 1982

Skills
Small Business, Life Insurance, Wealth Management, Accounting, Real Estate, Personal Tax Planning, Independent Financial..., Wealth Accumulation..., Investments, Creative Problem Solving, College Savings Plans, Helping Clients, Building Relationships, CPA, Retirement Planning, Comprehensive Financial..., Estate and Trust..., Portfolio Assessment, Wealth Preservation, Wealth Succession, Fixed and Variable...

Education
University of Michigan-Dearborn   1974 — 1978
BBA, Accounting & Finance

Kelsey (Sorensen) Hyman, CPA/PFS Kelsey (Sorensen) Hyman, CPA/PFS Newport, Rhode Island Details
Kelsey (Sorensen) Hyman, CPA/PFS's HD Vest Investment Services SM Experience July 2009 - Present
Job Financial Advisor, Retirement & Life Planning 401.619.0251
Industry Financial Services
Experience
Lighthouse Wealth Advisors, Ltd   February 2013 - Present
HD Vest Investment Services SM   July 2009 - Present
Kelsey Hyman, CPA   November 2005 - Present

Skills
Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, CPA, Tax Preparation, Small Business, IRAs, 401k Rollovers, 401k, Estate Planning, Investments, Asset Allocation, Independent Financial..., Mutual Funds, Variable Annuities, Insurance, Personal Finance, Tax, Series 7, Series 63, Series 65, Securities, Fixed Annuities, PFS, Financial Analysis, Retirement

Education
University of Rhode Island   1968 — 1972
Bachelor of Science, Mathematics

Bentley University
Accounting

Bryant University
Taxation

Breanna Reish Breanna Reish Riverside, California Details
Breanna Reish's HD Vest Investment Services SM Experience June 2008 - Present
Job Financial Advisor, Retirement & Life Planning
Industry Financial Services
Experience
HD Vest Investment Services SM   June 2008 - Present
Hargrave & Associates, LLC   May 2007 - May 2009
WILDEN®  2004 - 2008

Skills
Retirement Planning, Cash Flow, Debt Management, Personal Tax Planning, Life Insurance, Business Planning, College Savings Plans, Strategic Financial..., Investments, Retirement, Portfolio Management, Financial Services, Tax, Risk Management, Personal Finance, Tax Preparation, Financial Goals, Investment Advisory, IRAs, Wealth Management, Mutual Funds, 401k, Asset Allocation, 401k Rollovers, Saving for Education, 529 Plans, Long Term Care Insurance, Series 6, Retirement Plan..., Investment Management, Wealth Accumulation, Roth IRA

Education
California State University-San Bernardino   2015 — 2019
Bachelor of Science (B.S.), Business Administration, Financial Planning

Boston Institute of Finance   2008 — 2009
Completed Certification Education Courses, CFP Certification Education

Murrieta Valley High School   1997 — 2001
High School Diploma

John M. FitzPatrick John M. FitzPatrick Morris Plains, New Jersey Details
John M. FitzPatrick's HD Vest Investment Services SM Experience November 1991 - Present
Job CFP® Practitioner, Morris Planning Associates, Inc
Industry Financial Services
Experience
HD Vest Investment Services SM   November 1991 - Present
Morris Planning Associates, Inc   1987 - Present
Exxon Research & Engineering  1976 - 1986
Procter & Gamble  1975 - 1976

Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Series 6, Wealth Management, Investments, Series 7, Investment Advisory, Life Insurance, Long Term Care Insurance, Small Business..., Fixed Annuities, Variable Annuities, Bonds, IRAs

Education
Rutgers, The State University of New Jersey-Newark   1978 — 1984
MBA, Finance

Worcester Polytechnic Institute   1971 — 1975
BSCE, Civil Engineering

Leroy Gates Leroy Gates Greater Detroit Area Details
Leroy Gates's HD Vest Investment Services SM Experience October 2014 - Present
Job Advisor with HD Vest Investment ServicesSM
Industry Accounting
Experience
HD Vest Investment Services SM   October 2014 - Present
Gates Tax & Accounting Services   January 1992 - Present
Prudential Financial  June 2014 - September 2014
TD  September 2013 - April 2014
Flagstar Bank  January 2012 - September 2013
Credit Acceptance  October 2003 - September 2011

Skills
Finance, Credit, Management, Financial Analysis, Customer Service, Loans, Credit Analysis, Leadership, QuickBooks, Accounting, Risk Management, Training, Credit Risk, Underwriting, Financial Risk, Subprime, Problem Solving

Education
Walsh College of Accountancy and Business Administration   2012 — 2017
Pursuing MBA, Accounting and Business/Management

University of Detroit Mercy   1987 — 1995
B.S, Accounting

Randy Sutton Randy Sutton Rexburg, Idaho Details
Randy Sutton's HD Vest Investment Services SM Experience 2002 - Present
Job Investment Advisor Representative at HD Vest Investment Services, and CPA
Industry Accounting
Experience
HD Vest Investment Services SM   2002 - Present
SCHWENDIMAN SUTTON & SIMMONS PLLC   January 1980 - Present

Education
Brigham Young University   1977 — 1979

Deborah Mininger Lahneman Deborah Mininger Lahneman Quakertown, Pennsylvania Details
Deborah Mininger Lahneman's HD Vest Investment Services SM Experience 1992 - 2014
Job Income Tax & Financial Professional
Industry Financial Services
Experience
Deborah Mininger Income Tax & Financial Services LLC   January 1980 - Present
HD Vest Investment Services SM   1992 - 2014
Bucks County Bank & Trust Company Perkasie PA   June 1973 - June 1978

Skills
Estate Planning, Retirement Planning, Small Business, Insurance, Wealth Management, Event Planning, Investments, Retirement, Fixed Annuities, Mutual Funds

Education
Bucks County Community College
Accounting

Quakertown Comm School
Business

James E Mays Jr. James E Mays Jr. Greater Atlanta Area Details
James E Mays Jr.'s HD Vest Investment Services SM Experience September 2009 - Present
Job Accountant at JK Edwards & Company
Industry Accounting
Experience
HD Vest Investment Services SM   September 2009 - Present
JK Edwards & Company   January 2002 - Present
McGladrey  January 2003 - January 2007
Department of Administrative Services  January 1998 - January 2001

Skills
US GAAP, GAAS, FASB, GASB, IFIRS, SOX, GAS

Education
Morris Brown College
LICENSING; Bachelor’s, Business Administration; Accounting

Cooper High School   1989 — 1993

Kevin Haggard, Sr. Kevin Haggard, Sr. Louisville, Kentucky Area Details
Kevin Haggard, Sr.'s HD Vest Investment Services SM Experience November 2014 - Present
Job Certified Financial Planner (TM)
Industry Financial Services
Experience
Marcus Tubman Financial Services, LLC   November 2014 - Present
HD Vest Investment Services SM   November 2014 - Present
Zeiders Enterprises, Inc.   August 2014 - Present
Fifth Third Bank  May 2013 - March 2014
Edward Jones  July 2012 - February 2013
VALIC  September 2011 - June 2012
Chase Bank  October 2009 - September 2011

Skills
Wealth Management, Mortgage Lending, Loans, Commercial Lending, Investments, Life Insurance, Leadership, Finance, Small Business Lending, Credit, Strategic Planning, Retirement Planning, Series 7, Consumer Lending, Management, Securities, Financial Services, Public Speaking, Team Building

Education
University of Louisville   1987 — 1993
MBA, Business Administration, Management

The University of Texas at El Paso   1980 — 1983
BBA, Marketing, Management, Business Administration

Columbia Basin College   1979 — 1980
AAS, Business, Liberal Arts

Union College (KY)   1978 — 1979
Liberal Arts

Union College (KY)   1978 — 1979
Liberal Arts

Union College (KY)   1978 — 1979
N/A, Liberal Arts

Joe Ambrosia Joe Ambrosia Elizabeth, Illinois Details
Joe Ambrosia's HD Vest Investment Services SM Experience August 1995 - Present
Job Member Board of Directors at Elizabeth Nursing Home & Grandview Estates
Industry Financial Services
Experience
Elizabeth Nursing Home & Grandview Estates   March 2015 - Present
HD Vest Investment Services SM   August 1995 - Present

Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Risk Management, Securities, Wealth Management, IRAs

Education
Southern Illinois University, Carbondale   1979 — 1980
MS, Ag Business

Illinois State University   2001 — 2001
Risk Management & Assessment