HighPointe Financial Group LLC

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HighPointe Financial Group LLC Employees

Employee
Years
Job
Industry
Vidit Shah Vidit Shah Olathe, Kansas Details
Vidit Shah's HighPointe Financial Group LLC Experience January 2012 - November 2012
Job Systems Engineer at AccurIT Systems, Inc.
Industry Information Technology and Services
Experience
AccurIT Systems, Inc.   February 2013 - May 2015
HighPointe Financial Group, LLC  January 2012 - November 2012

Skills
Microsoft Windows..., Server Administration, Active Directory..., IT Solutions, Computer Networking, Firewalls, Switches, Server Management, Small Business IT..., Microsoft Exchange, Microsoft SQL Server, EMRs, CRM Databases, Document Management, Encryption Software, C++, JavaScript, HTML, Linux, Shell Scripting, Microsoft Office

Education
The University of Kansas   2008 — 2015
Bachelor of Science (BS), Information Technology

Christopher Lanfranca Christopher Lanfranca Blue Springs, Missouri Details
Christopher Lanfranca's HighPointe Financial Group LLC Experience April 2015 - Present
Job Relationship Manager at HighPointe Financial Group, LLC
Industry Financial Services
Experience
HighPointe Financial Group, LLC  April 2015 - Present
New York Life Insurance Company  2013 - March 2015
Shook, Hardy & Bacon   November 2006 - June 2013
Shook, Hardy & Bacon L.L.P.   2006 - 2013

Skills
Legal Research, Legal Writing, Commercial Litigation, Product Liability, Class Actions, Litigation Support, Document Review, Corporate Law, Mediation

Education
Washburn University School of Law   2003 — 2006
Doctor of Law (J.D.)

Truman State University   1999 — 2003
Bachelor of Arts (B.A.)

Chris Ellman Chris Ellman Overland Park, Kansas Details
Chris Ellman's HighPointe Financial Group LLC Experience March 2014 - Present
Job Financial Advisor at HighPointe Financial Group, LLC
Industry Financial Services
Experience
HighPointe Financial Group, LLC  March 2014 - Present
MetLife  December 2005 - March 2014

Skills
Retirement Strategies, Insurance Strategies, Risk Management..., Education Funding, Multi-Generational...

Education
KU School of Social Welfare   2001 — 2003
Masters of Social Work, Aging

Truman State University   1997 — 2001
BA in Psychology, Psychology and Music

Aaron Sawyer Aaron Sawyer Kansas City, Missouri Area Details
Aaron Sawyer's HighPointe Financial Group LLC Experience May 2014 - January 2015
Job Current Career Seeker Assistant Track/Football Coach
Industry Sports
Experience
Shawnee Mission School District  July 2013 - Present
HighPointe Financial Group, LLC  May 2014 - January 2015
Finish Line  July 2012 - January 2013
Shelter Insurance Companies  2011 - 2011

Skills
Leadership, Customer Service, Sales, Public Speaking, PowerPoint, Networking, Microsoft Office, Social Networking, Life & Health Insurance, Management, Social Media

Education
Pittsburg State University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Shawnee Mission North   2004 — 2008

Branden Phillips Branden Phillips Olathe, Kansas Details
Branden Phillips's HighPointe Financial Group LLC Experience January 2013 - April 2015
Job Outside Sales Representative at Cintas
Industry Facilities Services
Experience
Cintas  May 2015 - Present
HighPointe Financial Group, LLC  January 2013 - April 2015

Education
MidAmerica Nazarene University   2008 — 2012
Bachelor of Arts (B.A.), Organizational Leadership (Minor in Psychology)

MidAmerica Nazarene University   2008 — 2012
Bachelor of Arts Degree, Business; Organizational Leadership

Melissa Wright-Morrison Melissa Wright-Morrison Kansas City, Missouri Details
Melissa Wright-Morrison's HighPointe Financial Group LLC Experience July 2011 - November 2012
Job Customer Service Compliance Specialist at Kansas City Life Insurance Company
Industry Financial Services
Experience
Kansas City Life Insurance Company  July 2013 - Present
COUNTRY Financial®  November 2012 - July 2013
HighPointe Financial Group, LLC  July 2011 - November 2012
Hickman Mills School District  November 2003 - June 2011
Hilltop/DeLaSalle School   August 2001 - October 2003
Firstar Investment Services, Inc./Mercantile Investment Services, Inc./US Bank   June 1999 - August 2001

Skills
Series 7, Series 63, Insurance, Retirement, Long Term Care, Disability Insurance, Property & Casualty..., Fixed Annuities, Long-term Care, Health Insurance, Retirement Planning, IRAs, Strategic Financial..., Life Insurance, Securities, Mutual Funds, Wealth Management, Investment Strategies, Financial Advisory, Investments, 401k, Estate Planning, Wealth, Asset Allocation, Personal Finance, Coaching, Small Business, Financial Analysis, Employee Benefits, Investment Management

Education
Missouri State University   1985 — 1991
Bachelor of Science, Education

UMKC   1994 — 1995
Math and Science

Liberty Senior High   1982 — 1985
diploma, General Studies

Tyler Herl Tyler Herl Basehor, Kansas Details
Tyler Herl's HighPointe Financial Group LLC Experience September 2012 - January 2015
Job Director of Marketing at White Star Construction
Industry Construction
Experience
White Star Construction   July 2015 - Present
Condit Company Inc   March 2015 - June 2015
HighPointe Financial Group, LLC  September 2012 - January 2015
Sporting Kansas City  February 2012 - May 2012

Education
MidAmerica Nazarene University   2009 — 2012
Business (B.A), Sports Management

Northwest Missouri State University   2007 — 2009
General Education, Therapeutic Modalities

Shawnee Heights

Butch Carson Butch Carson Overland Park, Kansas Details
Butch Carson's HighPointe Financial Group LLC Experience June 2012 - Present
Job Disability Income Specialist
Industry Financial Services
Experience
HighPointe Financial Group LLC   June 2012 - Present
Northwestern Mutual  August 1993 - June 2012

Education
University of Missouri-Columbia, College of Business   1989 — 1993

Jose Alcocer Jose Alcocer Olathe, Kansas Details
Jose Alcocer's HighPointe Financial Group LLC Experience March 2007 - April 2008
Job Auto Claim Rep Blended at Travelers
Industry Insurance
Experience
Travelers  November 2014 - Present
Farmers Insurance  February 2011 - October 2014
Farmers Insurance  October 2008 - February 2011
HighPointe Financial Group, LLC  March 2007 - April 2008

Skills
Market Research, Strategic Planning and..., Client Relations and..., Contract Negotiation..., Financial Analysis, Forecasting, Risk Assessment, Cost Negotiation, Customer Service

Education
University of Central Missouri   2004 — 2006
Master Of Business Administration, Finance

Växjö University   2005 — 2005
Strategic Management and Design Program

Rensselaer Polytechnic Institute   1998 — 2002
Bachelor's degree, Chemical Engineering

James Dressler James Dressler Overland Park, Kansas Details
James Dressler's HighPointe Financial Group LLC Experience August 2015 - Present
Job Husband, Father, Veteran and Director at HighPointe Financial Group LLC
Industry Financial Services
Experience
HighPointe Financial Group, LLC  August 2015 - Present
Kansas City Chinese Association   February 2015 - Present
NYLIFE Securities LLC  December 2013 - August 2015
New York Life Insurance Company  June 2013 - August 2015
MultiLingual Solutions, Inc.   January 2011 - May 2013
United States Air Force  November 2009 - December 2010
United States Air Force  July 2002 - November 2009

Skills
Foreign Languages, Program Management, Insurance, Translation, Team Leadership, Multilingual, Project Management, Team Building, Microsoft Office, Retirement, Life Insurance, Retirement Planning, Small Business, Asset Protection, Estate Planning, 401k Rollovers, Succession Planning, MS Office Suite, Licensed Life Insurance..., Annuity Sales, Protection..., Wealth Preservation..., Key Person Protection, Legacies, Gifting Strategies, Multi-generational..., Multi-generational..., Investments, Chinese, Military Operations, Military, Intelligence Analysis, Intelligence, Government, DoD, Customer Service, Defense, Leadership, Management

Education
Bellevue University   2009 — 2010
BS, Business

Community College of the Air Force   2002 — 2010
AAS, Communications Application Technology

Defense Language Institute   2002 — 2004
Diploma with Honors, Mandarin Chinese

Heather Thomsen Heather Thomsen Kansas City, Missouri Area Details
Heather Thomsen's HighPointe Financial Group LLC Experience 2015 - Present
Job Financial Professional at HighPointe Financial Group
Industry Financial Services
Experience
HighPointe Financial Group, LLC  2015 - Present
American Family Insurance  2011 - 2015

Skills
Property & Casualty..., Customer Service, Umbrella Insurance, Commercial Insurance, Renters, Homeowners, Flood Insurance, Term Life Insurance, Life Insurance, Casualty, Results Driven Achiever, Leadership, Management, Analytical Skills, Innovative Problem..., Communication, Sales, Liability

Education
Kansas State University   2006 — 2010
B.S. in Horticulture- Greenhouse and Nursery Management

Amanda Campbell Amanda Campbell Kansas City, Missouri Area Details
Amanda Campbell's HighPointe Financial Group LLC Experience September 2011 - September 2013
Job Regional Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments  November 2014 - Present
The Special Needs Planning Center @ CommunityAmerica   October 2013 - November 2014
HighPointe Financial Group, LLC  September 2011 - September 2013
Hotel, The Jones, Mosaic, Blonde, and MiCocina Nightclubs   April 2003 - June 2013
El Centro Inc  2003 - 2006
BuilderConsulting.com   2003 - 2005
Latin Immersion   2002 - 2003

Skills
Marketing, Event Planning, Customer Service, Sales, Public Relations, Insurance, Marketing Strategy, Finance, Nonprofits, Public Speaking, Strategic Planning, Social Media, Non-profits, English, Budgets, Management, Team Building, Leadership, Account Management, Social Media Marketing, New Business Development, Press Releases, Financial Analysis, Business Development, Strategic Financial..., Negotiation, Microsoft Office, Analysis, Marketing Communications, Microsoft Excel, Team Leadership, Coaching, Project Management, Entrepreneurship, Microsoft Word, Training, Credit

Education
Arizona State University - W. P. Carey School of Business   2011 — 2012
MBA

Drake University   1998 — 2002
Bachelor of Arts, Graphic Design

Drake University   1998 — 2002
Bachelor of Business and Administration, Marketing

Beau Blackwell Beau Blackwell Saint Petersburg, Florida Details
Beau Blackwell's HighPointe Financial Group LLC Experience 2009 - 2010
Job Beau Blackwell is a Law Student and Law Clerk with Dolman Law Group
Industry Law Practice
Experience
Dolman Law Group  September 2014 - Present
The Depository Trust & Clearing Corporation  June 2014 - August 2014
BANKRATE   April 2011 - June 2013
HighPointe Financial Group, LLC  2009 - 2010
Gardner-Edgerton High School  January 2008 - January 2009
OFFICE OF SENATOR JERRY MORAN   June 2005 - August 2005

Education
Stetson University College of Law   2013 — 2017
Juris Doctor (J.D.), Concentration in Advocacy

Kansas State University   2005 — 2011
Bachelor's Degree, Political Science and Interdisclipinary Social Sciences

Salina Central High School
High School, Regular/General High School/Secondary Diploma Program

Terry Pierce Terry Pierce Kansas City, Missouri Area Details
Terry Pierce's HighPointe Financial Group LLC Experience December 2010 - May 2011
Job Strategic Account Executive at PrimeRevenue
Industry Financial Services
Experience
PrimeRevenue  April 2014 - Present
Pollenware   May 2011 - April 2014
HighPointe Financial Group LLC.  December 2010 - May 2011
MassMutual Financial Group  December 2010 - May 2011
Mutual of Omaha  August 2009 - December 2010
KSUfans.com   June 2008 - December 2010
Wildcat Nation Network   January 2008 - June 2010
WADDELL & REED, Financial Advisor   August 2008 - January 2009
Merrill Lynch  February 2007 - July 2008
(NFL) Houston Texans   February 2006 - August 2006

Skills
Management, Operations, Sales, Financial, Analysis, Relationship, Marketing, Training, Motivation, Recruting, Working Capital..., Risk, Portfolio Management, Insurance, Retirement Planning, Negotiation, 401k, Fixed Annuities, Financial Analysis, Investments, Recruiting, Finance, Salesforce.com, SaaS, Lead Generation, Enterprise Software, Analytics, Global Business..., Sales Presentations, Strategic Planning, Leadership, Small Business, Program Management, Executive Management, Sales Management, Financial Services, Business Strategy, Financial Advisory, IT Strategy, Wealth Management, Mutual Funds, Business Development, Start-ups, New Business Development, Strategy, Team Building

Education
Kansas State University   1999 — 2003
B.A., Financial Management and Services

Wharton School, University of Pennsylvania   2003 — 2004
Business, NFL Sponsored Entrepreneurship Program-

University of Missouri-Kansas City   2006 — 2006
Banking, Entrepreneurship

Western Hills High School   1996 — 1999
HS Diploma

FW Country Day School   1993 — 1996

Eric Gould Eric Gould Boylston, Massachusetts Details
Eric Gould's HighPointe Financial Group LLC Experience March 2012 - June 2013
Job Princor Registered Representative
Industry Financial Services
Experience
HighPointe Financial Group, LLC  March 2012 - June 2013
Cornerstone Financial Group  February 2011 - March 2012
Northwestern Mutual  June 2008 - February 2011

Skills
Executive Benefit..., Income Protection, Estate Preservation, Life Insurance, Long Term Care Insurance, Disability Insurance, 401k, 401k Rollovers, Estate Planning, Buy-sell Agreements, Key Person Insurance, Financial Analysis, Variable Products, Wealth Accumulation, IRAs, Annuity Sales, Tax Deferred Exchanges, Mutual Funds, Deferred Compensation, Education Funding, Charitable Gift Planning, Series 7, Series 6, Series 63, Life & Health Insurance...

Education
Ithaca College   1993 — 1997
Bachelor of Arts, Cinema and Photography

Brian Glick Brian Glick Kansas City, Missouri Area Details
Brian Glick's HighPointe Financial Group LLC Experience January 2012 - February 2013
Job Development Manager at Colonial Life
Industry Insurance
Experience
Colonial Life  October 2014 - Present
Twelve 3 Marketing   March 2013 - Present
Fire Engine Design Studio  March 2014 - September 2014
HighPointe Financial Group, LLC  January 2012 - February 2013
Frontier Wealth Management  December 2010 - January 2012
Northwestern Mutual  March 2007 - December 2010
Trammell Crow Company  January 2006 - March 2007
CBIZ  February 2003 - January 2006
Dallas Mavericks  2001 - 2003

Skills
Marketing, Social Media, Advertising, Social Media Marketing, Event Planning, Marketing Communications, Account Management, Sales, Public Relations, Marketing Strategy, Strategic Planning, Public Speaking, Email Marketing, Copywriting, Microsoft Office, Insurance, Market Research, Social Networking, Facebook, Direct Marketing, Digital Marketing, Management, Business Development, CRM, Entrepreneurship, Cold Calling, Leadership, Training, Customer Service, Sales Management, Team Building, New Business Development, Relationship Building

Education
University of Missouri-Columbia   1997 — 2001
Bachelor of Journalism, Advertising

Monash University   2000 — 2000

Jesuit   1993 — 1997

St. Marks   1991 — 1993

Greenhill   1982 — 1991

Brent Hecht Brent Hecht Kansas City, Missouri Area Details
Brent Hecht's HighPointe Financial Group LLC Experience March 2014 - Present
Job Financial Representative at HighPointe Financial Group, LLC
Industry Financial Services
Experience
HighPointe Financial Group, LLC  March 2014 - Present
Levatas  August 2012 - Present
EOG Resources  October 2008 - November 2012
CJ Foods  2007 - 2008
Texas Christian University Football   January 2004 - May 2007
Willow Bend Mortgage  2005 - 2006

Skills
Finance, Financial Analysis, Contract Negotiation, Natural Gas, Negotiation, Energy, Microsoft Excel, Life Insurance, Disability Income..., Long Term Care Insurance, Fixed Annuities

Education
Texas Christian University - M.J. Neeley School of Business   2009 — 2012
Master of Business Administration (MBA), Finance

Texas Christian University - M.J. Neeley School of Business   2003 — 2007
Business Administration, Finance & Management

Bern

Kyle Younger Kyle Younger Kansas City, Missouri Area Details
Kyle Younger's HighPointe Financial Group LLC Experience December 2010 - Present
Job Financial Professional at HighPointe Financial Group
Industry Financial Services
Experience
HighPointe Financial Group, LLC  December 2010 - Present
Kansas City Chiefs at National Football League   July 2009 - Present

Education
Sports Management World Wide   2009 — 2009

Kansas State University   2005 — 2009
Business Management/Operations

Carolyn Roderick Rouchka Carolyn Roderick Rouchka Lees Summit, Missouri Details
Carolyn Roderick Rouchka's HighPointe Financial Group LLC Experience May 2011 - January 2012
Job Business Banker at Arvest Bank
Industry Financial Services
Experience
Arvest Bank  March 2011 - Present
Central Exchange  2012 - 2013
Highpointe Financial Group, LLC  May 2011 - January 2012
Bank of America  January 2005 - August 2009

Skills
Insurance, Sales Management, Public Speaking, Account Management, Customer Relations, Planning, Banking, Coaching, Employee Benefits, Team Building, Retirement, New Business Development, Customer Service, Cold Calling, Sales, Marketing, Small Business, Project Planning, Finance, Financial Analysis, Loans, Credit

Education
Longview Community College

Unity Institute

Nicholas Debandt Nicholas Debandt Kansas City, Missouri Area Details
Nicholas Debandt's HighPointe Financial Group LLC Experience June 2015 - Present
Job Relationship Manager at HighPointe Financial Group, LLC
Industry Financial Services
Experience
HighPointe Financial Group, LLC  June 2015 - Present
Buckeye International  March 2014 - May 2015
Country Club of Missouri  May 2013 - July 2013
SuretyBonds.com  May 2012 - November 2012
Front Row Collectables   May 2011 - November 2011
Robrains   May 2011 - August 2011
Lester's Restaurant Host   May 2010 - January 2011

Skills
Facebook, SEO, Advertising, Public Relations, Microsoft Office, Social Networking, PowerPoint, Social Media, Microsoft Excel, Social Media Marketing, Sales, InDesign, Customer Service, Online Advertising, Photoshop, Online Marketing, Human Resources, Marketing, Event Planning, Microsoft Word

Education
University of Missouri-Columbia   2009 — 2013
Bachelor's degree, Interdisciplinary Studies, Senior

St. Louis University High School   2005 — 2009

Kevin Tappy Kevin Tappy Kansas City, Missouri Area Details
Kevin Tappy's HighPointe Financial Group LLC Experience September 2013 - February 2014
Job Quality Control Auditor at NASB
Industry Financial Services
Experience
NASB  May 2014 - Present
HighPointe Financial Group, LLC  September 2013 - February 2014
James B. Nutter & Company   September 2011 - June 2013
Midland Loan Services  May 2007 - July 2010
Midland Loan Services  May 2005 - July 2007

Education
Kansas State University   1998 — 2004
M.B.A, Finance

Blue Valley Northwest   1994 — 1998

Matthew Kreglo Matthew Kreglo Grain Valley, Missouri Details
Matthew Kreglo's HighPointe Financial Group LLC Experience November 2012 - April 2013
Job Server Admin/ Server Infrastructure Tech at TEKsystems Contractor for State Street Corporation
Industry Computer Networking
Experience
TEKsystems Contractor for State Street Corporation   July 2013 - Present
Honeywell  2015 - 2015
Honeywell  2015 - 2015
HighPointe Financial Group, LLC  November 2012 - April 2013
Catalent Pharma Solutions  October 2012 - November 2012
Dish Network  October 2010 - October 2012

Skills
Windows XP, Windows 7, Windows 2003 server, Windows 2008/R2 Server, Windows 2012/R2 Server, Technical Support, Computer Hardware, HTML, Network Administration, Microsoft Office, Windows, Troubleshooting, Networking, Microsoft Excel, Customer Service, Network Security, Wireless Networking, PowerPoint, Microsoft Word, Computer Repair, Telecommunications, VMware ESX 4.1, VMware ESXi 5.5, VMware vSphere, VMware vCenter, Lync 2013 Enterprise...

Education
ITT Technical Institute-Kansas City   2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Information systems security

Beijing Language and Culture University   2008 — 2010
Associate of Arts (A.A.), Chinese Language and Literature

David Grimsley David Grimsley Kansas City, Missouri Details
David Grimsley's HighPointe Financial Group LLC Experience June 2014 - Present
Job Financial Services Professional at HighPointe Financial Group, LLC
Industry Food & Beverages
Experience
HighPointe Financial Group, LLC  June 2014 - Present
Palmentere Bros   May 2012 - June 2014
Diamond Bakery   January 2009 - April 2012
Glazers Midwest  November 2004 - September 2008

Skills
Retail, Grocery, Bakery, Sales Management, Sales Operations, Account Management, New Business Development, Customer Service, Direct Sales, Cold Calling

Education
Rockhurst University
Bachelor of Science (BS), Political Science and Government