Investment Planners
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Investment Planners Employees
Employee
Years
Job
Industry
Julie Koshinski Hovis Julie Koshinski Hovis's Investment Planners Experience 2005 - Present
Job Director of Marketing, Communications and Events at Investment Planners
Industry Financial Services
Experience
Investment Planners 2005 - Present
Skills
Leadership, Event Planning, Project Planning, Strategy, Strategic Planning, Sales, Management, Budgets, Customer Service, Event Management, Marketing Communications, Social Networking, Fundraising, Public Relations
Education
University of Central Florida 1996 — 1999
Masters in Counseling: Educational Leadership
Millikin University 1993 — 1996
Investment Planners 2005 - Present
Skills
Leadership, Event Planning, Project Planning, Strategy, Strategic Planning, Sales, Management, Budgets, Customer Service, Event Management, Marketing Communications, Social Networking, Fundraising, Public Relations
Education
University of Central Florida 1996 — 1999
Masters in Counseling: Educational Leadership
Millikin University 1993 — 1996
Amber D. Justice, MS Amber D. Justice, MS's Investment Planners Experience May 2010 - Present
Job Financial Controller @ Investment Planners, Inc & IPI Wealth Management, Inc
Industry Financial Services
Experience
Investment Planners May 2010 - Present
MYR Group February 2006 - January 2009
Archer Daniels Midland Company January 2002 - September 2005
Divi Resorts November 1999 - June 2001
United States Marine Corps November 1996 - October 1999
Skills
Financial Analysis, Analysis, Account Reconciliation, Cost Accounting, General Ledger, Auditing, Financial Statements, Accounting Applications, Variance Analysis, Financial Accounting, Team Leadership, Sarbanes-Oxley Act, Sarbanes-Oxley, Percentage of Completion, Software, Payroll, Accounts Receivable, Accounting, Budgets, Process Improvement, Financial Reporting, Internal Controls, Programming Languages, Problem Solving, Human Resources, Personnel Supervision, Leadership
Education
University of Illinois Springfield 2007 — 2010
MS, Computer Science
University of Illinois Springfield 2003 — 2005
BA, Accounting
Campbell University 1998 — 1999
AA, Accounting
Investment Planners May 2010 - Present
MYR Group February 2006 - January 2009
Archer Daniels Midland Company January 2002 - September 2005
Divi Resorts November 1999 - June 2001
United States Marine Corps November 1996 - October 1999
Skills
Financial Analysis, Analysis, Account Reconciliation, Cost Accounting, General Ledger, Auditing, Financial Statements, Accounting Applications, Variance Analysis, Financial Accounting, Team Leadership, Sarbanes-Oxley Act, Sarbanes-Oxley, Percentage of Completion, Software, Payroll, Accounts Receivable, Accounting, Budgets, Process Improvement, Financial Reporting, Internal Controls, Programming Languages, Problem Solving, Human Resources, Personnel Supervision, Leadership
Education
University of Illinois Springfield 2007 — 2010
MS, Computer Science
University of Illinois Springfield 2003 — 2005
BA, Accounting
Campbell University 1998 — 1999
AA, Accounting
John Lavery John Lavery's Investment Planners Experience August 1995 - Present
Job Financial Advisor at Investment Planners
Industry Financial Services
Experience
Investment Planners August 1995 - Present
Bennett & Middendorf May 1993 - August 1995
Education
Millikin University 1989 — 1993
BS, Accounting
Investment Planners August 1995 - Present
Bennett & Middendorf May 1993 - August 1995
Education
Millikin University 1989 — 1993
BS, Accounting
J. Brock McClain, CFP® J. Brock McClain, CFP®'s Investment Planners Experience July 2009 - July 2010
Job Investment Advisor Representative at VOYA Financial Advisors, Inc.
Industry Financial Services
Experience
VOYA Financial Advisors, Inc. July 2010 - Present
Investment Planners July 2009 - July 2010
RBC Insurance October 2004 - May 2009
RBC Insurance April 2007 - December 2007
RBC Insurance October 2004 - December 2007
American Century Investments February 2004 - October 2004
Education
The University of Kansas 1999 — 2003
BS, Business - Finance Emphasis
VOYA Financial Advisors, Inc. July 2010 - Present
Investment Planners July 2009 - July 2010
RBC Insurance October 2004 - May 2009
RBC Insurance April 2007 - December 2007
RBC Insurance October 2004 - December 2007
American Century Investments February 2004 - October 2004
Education
The University of Kansas 1999 — 2003
BS, Business - Finance Emphasis
RITA COLEE RITA COLEE's Investment Planners Experience December 2011 - September 2013
Job Chief Operating Officer, Treasurer at Investment Planners
Industry Financial Services
Experience
DMH August 2013 - Present
Investment Planners December 2011 - September 2013
Millikin University November 2005 - August 2011
Skills
Registered Nurse
Education
Millikin University
DMH August 2013 - Present
Investment Planners December 2011 - September 2013
Millikin University November 2005 - August 2011
Skills
Registered Nurse
Education
Millikin University
Debbie Vogel Debbie Vogel's Investment Planners Experience January 2014 - February 2015
Job Accounting Student Specialist at Millikin University
Industry Accounting
Experience
Millikin University November 2012 - Present
John Deere May 2015 - August 2015
Scheels May 2011 - April 2015
Investment Planners January 2014 - February 2015
Millikin University February 2013 - March 2014
Skills
Leadership, Time Management, Facebook, Inventory Management, Social Networking, Data Entry, Social Media, Account Reconciliation, Retail, Critical Thinking, Building Relationships, Microsoft Publisher, Team Leadership, Customer Satisfaction, QuickBooks, Problem Solving, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking
Education
Millikin University 2012 — 2016
Bachelor of Science (B.S.), Accounting
Lutheran High School 2008 — 2012
Millikin University November 2012 - Present
John Deere May 2015 - August 2015
Scheels May 2011 - April 2015
Investment Planners January 2014 - February 2015
Millikin University February 2013 - March 2014
Skills
Leadership, Time Management, Facebook, Inventory Management, Social Networking, Data Entry, Social Media, Account Reconciliation, Retail, Critical Thinking, Building Relationships, Microsoft Publisher, Team Leadership, Customer Satisfaction, QuickBooks, Problem Solving, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking
Education
Millikin University 2012 — 2016
Bachelor of Science (B.S.), Accounting
Lutheran High School 2008 — 2012
Kyle Volkers's Investment Planners Experience October 1996 - Present
Job Financial Advisor at Investment Planners
Industry Investment Management
Experience
The Volkers Group January 1998 - Present
Investment Planners October 1996 - Present
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Estate Planning, Retirement, Strategic Financial..., Investment Strategies, IRAs, Financial Advisory, Wealth Management, 401k Rollovers, Series 7, Alternative Investments, Asset Management, Investments, Investment Advisory..., Variable Annuities, Financial Analysis, Retirement Plan..., Investment Management, Life Insurance, Mutual Funds, Financial Planning, Strategic Planning, Wealth Accumulation, Pensions
Education
Butler University 1992 — 1996
Finance, Mathematics
The Volkers Group January 1998 - Present
Investment Planners October 1996 - Present
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Estate Planning, Retirement, Strategic Financial..., Investment Strategies, IRAs, Financial Advisory, Wealth Management, 401k Rollovers, Series 7, Alternative Investments, Asset Management, Investments, Investment Advisory..., Variable Annuities, Financial Analysis, Retirement Plan..., Investment Management, Life Insurance, Mutual Funds, Financial Planning, Strategic Planning, Wealth Accumulation, Pensions
Education
Butler University 1992 — 1996
Finance, Mathematics
Steven Mayo's Investment Planners Experience October 2009 - June 2012
Job Regional Sales Director at Chickasaw Capital Management, LLC
Industry Financial Services
Experience
Chickasaw Capital Management, LLC September 2012 - Present
Investment Planners October 2009 - June 2012
Fidelity Investments May 2001 - September 2009
Fidelity Investments February 2000 - May 2001
Fidelity Investments May 1998 - February 2000
Fidelity Investments February 1997 - May 1998
Fidelity Investments April 1995 - February 1997
Skills
Mutual Funds, Investments, Alternative Investments, Financial Advisory, Insurance, Direct Sales, Sales, Practice Management, Communication Skills, ETFs, Defined Contribution, Sales Presentations, Master Limited...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Science (M.S.), Finance, General
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
Masters, Business Administration - Entrepreneurship
Framingham State University 1990 — 1994
Bachelors, Business Administration
Nauset Regional High School
Chickasaw Capital Management, LLC September 2012 - Present
Investment Planners October 2009 - June 2012
Fidelity Investments May 2001 - September 2009
Fidelity Investments February 2000 - May 2001
Fidelity Investments May 1998 - February 2000
Fidelity Investments February 1997 - May 1998
Fidelity Investments April 1995 - February 1997
Skills
Mutual Funds, Investments, Alternative Investments, Financial Advisory, Insurance, Direct Sales, Sales, Practice Management, Communication Skills, ETFs, Defined Contribution, Sales Presentations, Master Limited...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Science (M.S.), Finance, General
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
Masters, Business Administration - Entrepreneurship
Framingham State University 1990 — 1994
Bachelors, Business Administration
Nauset Regional High School
Alan Fulk Alan Fulk's Investment Planners Experience September 2000 - Present
Job Financial Advisor at Investment Planners
Industry Financial Services
Experience
Investment Planners September 2000 - Present
Skills
Investment Management, Personal Financial..., Retirement Planning, Investment Advisory..., Asset Allocation, Series 7, Wealth Management, Investment Advisory, Retirement, Investment Strategies, IRAs, Financial Advisory, Life Insurance, 401k Rollovers, Series 63, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor's degree, Economics
Investment Planners September 2000 - Present
Skills
Investment Management, Personal Financial..., Retirement Planning, Investment Advisory..., Asset Allocation, Series 7, Wealth Management, Investment Advisory, Retirement, Investment Strategies, IRAs, Financial Advisory, Life Insurance, 401k Rollovers, Series 63, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor's degree, Economics
Jim Minton Jim Minton's Investment Planners Experience May 1992 - Present
Job Retirement Planner at Investment Planners with 20 years experience, designer of TimeToRetire.com
Industry Financial Services
Experience
Investment Planners May 1992 - Present
WSOY Radio 1993 - 1998
Skills
Investments, IRAs, Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Securities, Series 65, 401k Rollovers, Strategic Financial..., Retirement, Investment Advisory..., Portfolio Management, Financial Advisory, Series 7, Strategic Planning, Registered Investment..., Life Insurance, Mutual Funds, Alternative Investments, Fixed Annuities, Investment Strategies, Series 63, Wealth, Rollovers, Financial Analysis, Estate Planning, Asset Management, ETFs, Investment Management, Wealth Accumulation, Wealth Management..., 401k, Financial Planners, Equities, Series 24, Disability Insurance, Asset Managment, Uniform Combined State..., Personal Financial..., Saving for Education, Separately Managed..., Long-term Care, Series 6, Term Life Insurance, Simple IRA, Defined Contribution, Qualified Retirement..., Retirement Plan..., Roth IRA
Education
Millikin University 1986 — 1987
B.A., Communications, Journalism
St Xavier University 1982 — 1985
Baseball
MacArthur High School 1978 — 1982
Lutheran School of Decatur
Investment Planners May 1992 - Present
WSOY Radio 1993 - 1998
Skills
Investments, IRAs, Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Securities, Series 65, 401k Rollovers, Strategic Financial..., Retirement, Investment Advisory..., Portfolio Management, Financial Advisory, Series 7, Strategic Planning, Registered Investment..., Life Insurance, Mutual Funds, Alternative Investments, Fixed Annuities, Investment Strategies, Series 63, Wealth, Rollovers, Financial Analysis, Estate Planning, Asset Management, ETFs, Investment Management, Wealth Accumulation, Wealth Management..., 401k, Financial Planners, Equities, Series 24, Disability Insurance, Asset Managment, Uniform Combined State..., Personal Financial..., Saving for Education, Separately Managed..., Long-term Care, Series 6, Term Life Insurance, Simple IRA, Defined Contribution, Qualified Retirement..., Retirement Plan..., Roth IRA
Education
Millikin University 1986 — 1987
B.A., Communications, Journalism
St Xavier University 1982 — 1985
Baseball
MacArthur High School 1978 — 1982
Lutheran School of Decatur
Journey Hemberger's Investment Planners Experience 2007 - 2009
Job Beadwork
Industry Arts and Crafts
Experience
Just A Hem January 2013 - Present
Investment Planners 2007 - 2009
Skills
Clothing Alterations, Jewelry Design, Loom-Beading, Customer Relations, Microsoft Office, Marketing, Sales, Strategic Planning
Education
Colorado State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Just A Hem January 2013 - Present
Investment Planners 2007 - 2009
Skills
Clothing Alterations, Jewelry Design, Loom-Beading, Customer Relations, Microsoft Office, Marketing, Sales, Strategic Planning
Education
Colorado State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Caleb Smoes's Investment Planners Experience February 2013 - Present
Job Wealth Advisor at Investment Planners, Inc.
Industry Financial Services
Experience
Investment Planners February 2013 - Present
IPI Wealth Management June 2013 - December 2013
Investment Planners November 2012 - December 2013
Northwestern Mutual August 2011 - May 2012
Skills
Investments, Life Insurance, Retirement Planning, Strategic Financial..., Customer Service, Series 7, Client Development, Wealth Management, Investment Advisory, Portfolio Management, Finance
Education
Illinois State University 2010 — 2012
Bachalor of Science, Finance with Financial Planning Minor
Parkland College 2008 — 2010
Associate in Science, Business Administration
Mahomet-Seymour High School 2004 — 2007
Investment Planners February 2013 - Present
IPI Wealth Management June 2013 - December 2013
Investment Planners November 2012 - December 2013
Northwestern Mutual August 2011 - May 2012
Skills
Investments, Life Insurance, Retirement Planning, Strategic Financial..., Customer Service, Series 7, Client Development, Wealth Management, Investment Advisory, Portfolio Management, Finance
Education
Illinois State University 2010 — 2012
Bachalor of Science, Finance with Financial Planning Minor
Parkland College 2008 — 2010
Associate in Science, Business Administration
Mahomet-Seymour High School 2004 — 2007
Emily Kissel's Investment Planners Experience May 2013 - September 2014
Job CCC Sales Representative at State Farm
Industry Higher Education
Experience
State Farm September 2014 - Present
Investment Planners May 2013 - September 2014
The Limited November 2011 - May 2014
Skills
Event Planning, Corporate Events, Social Media, Marketing, Reliability, Personality, Communication, Teamwork, Team-oriented, Leadership, Microsoft Word, Writing, Social Skills, Social Networking, Facebook, Microsoft Office, PowerPoint, Water, Public Speaking, Time Management, Microsoft Excel, Knitting, Bowls
Education
Millikin University 2010 — 2014
Bachelor of Science, Communication; Public Relations
State Farm September 2014 - Present
Investment Planners May 2013 - September 2014
The Limited November 2011 - May 2014
Skills
Event Planning, Corporate Events, Social Media, Marketing, Reliability, Personality, Communication, Teamwork, Team-oriented, Leadership, Microsoft Word, Writing, Social Skills, Social Networking, Facebook, Microsoft Office, PowerPoint, Water, Public Speaking, Time Management, Microsoft Excel, Knitting, Bowls
Education
Millikin University 2010 — 2014
Bachelor of Science, Communication; Public Relations
Renee Emrick's Investment Planners Experience November 2013 - Present
Job General Counsel/Chief Compliance Officer at Investment Planners
Industry Financial Services
Experience
Investment Planners November 2013 - Present
1st Global September 2012 - November 2013
First Midwest Securities, Inc. January 2007 - February 2012
GunnAllen Financial September 2003 - December 2006
Self Employed January 1999 - August 2001
TD Waterhouse May 1996 - January 1999
Dean Witter October 1995 - May 1996
Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments
Education
Stetson University College of Law 2001 — 2003
Doctor of Law (J.D.), Law
Notre Dame of Maryland University 1990 — 1993
B.A., Psychology, Minor Business
Investment Planners November 2013 - Present
1st Global September 2012 - November 2013
First Midwest Securities, Inc. January 2007 - February 2012
GunnAllen Financial September 2003 - December 2006
Self Employed January 1999 - August 2001
TD Waterhouse May 1996 - January 1999
Dean Witter October 1995 - May 1996
Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments
Education
Stetson University College of Law 2001 — 2003
Doctor of Law (J.D.), Law
Notre Dame of Maryland University 1990 — 1993
B.A., Psychology, Minor Business