LongView Wealth Management
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LongView Wealth Management Employees
Employee
Years
Job
Industry
Wes Bigler Wes Bigler's LongView Wealth Management Experience January 1984 - Present
Job CEO, LongView Wealth Management
Industry Financial Services
Experience
LongView Wealth Management January 1984 - Present
FMC June 1979 - April 1983
Skills
Securities, Wealth Management, Economics, Financial Planning, Asset Management
Education
Thunderbird School of Global Management 1978 — 1979
MBA, Finance
Utah State University 1973 — 1977
BA, Political Science and History
LongView Wealth Management January 1984 - Present
FMC June 1979 - April 1983
Skills
Securities, Wealth Management, Economics, Financial Planning, Asset Management
Education
Thunderbird School of Global Management 1978 — 1979
MBA, Finance
Utah State University 1973 — 1977
BA, Political Science and History
Scott Lewis, CFP® Scott Lewis, CFP®'s LongView Wealth Management Experience January 2004 - December 2008
Job CFP® Certificant
Industry Financial Services
Experience
oXYGen Financial Inc February 2014 - July 2014
NestWise September 2012 - September 2013
Veritat Advisors (acquired by NestWise) January 2012 - September 2012
Ameriprise Financial September 2010 - June 2011
Ameriprise Financial May 2009 - January 2010
LongView Wealth Management January 2004 - December 2008
ARRIS May 1995 - January 2002
Hayes Microcomputer Products November 1992 - May 1995
Skills
Strategic Financial..., Investments, Wealth Management, Comprehensive Planning, Business Planning, Sales Management, Project Management, Strategic Planning, New Business Development, Sales, Financial Analysis, Business Strategy, Financial Modeling, Budgets, Telecommunications, Negotiation, Business Development, Business Analysis, Process Improvement, Product Management
Education
Oglethorpe University 1995 — 1997
Financial Planner Program
University of Kentucky 1976 — 1980
BSEE, Electrical Engineering
oXYGen Financial Inc February 2014 - July 2014
NestWise September 2012 - September 2013
Veritat Advisors (acquired by NestWise) January 2012 - September 2012
Ameriprise Financial September 2010 - June 2011
Ameriprise Financial May 2009 - January 2010
LongView Wealth Management January 2004 - December 2008
ARRIS May 1995 - January 2002
Hayes Microcomputer Products November 1992 - May 1995
Skills
Strategic Financial..., Investments, Wealth Management, Comprehensive Planning, Business Planning, Sales Management, Project Management, Strategic Planning, New Business Development, Sales, Financial Analysis, Business Strategy, Financial Modeling, Budgets, Telecommunications, Negotiation, Business Development, Business Analysis, Process Improvement, Product Management
Education
Oglethorpe University 1995 — 1997
Financial Planner Program
University of Kentucky 1976 — 1980
BSEE, Electrical Engineering
Joey Lancaster, CFP® Joey Lancaster, CFP®'s LongView Wealth Management Experience January 2015 - Present
Job Senior Advisor/Certified Financial Planner at LongView Wealth Management
Industry Investment Management
Experience
LongView Wealth Management January 2015 - Present
United Bank January 2008 - January 2015
First National Bank of Griffin November 2003 - December 2007
Edward Jones January 2002 - October 2004
Skills
Certified Financial..., Strategic Financial..., Investments, Financial Advisory, Investment Management, Retirement Planning, Asset Allocation, Wealth Management, IRAs, Financial Services, Portfolio Management, Wealth Management..., Estate Planning, High Net Worth..., Wealth, Financial Planning
Education
University of Georgia - Terry College of Business 2006 — 2007
Certificate for Certified Financial Planning Certification, Finance, General
The University of Georgia 1997 — 2001
Bachelor's of Business Administration, Finance
Morgan County High School 1993 — 1997
LongView Wealth Management January 2015 - Present
United Bank January 2008 - January 2015
First National Bank of Griffin November 2003 - December 2007
Edward Jones January 2002 - October 2004
Skills
Certified Financial..., Strategic Financial..., Investments, Financial Advisory, Investment Management, Retirement Planning, Asset Allocation, Wealth Management, IRAs, Financial Services, Portfolio Management, Wealth Management..., Estate Planning, High Net Worth..., Wealth, Financial Planning
Education
University of Georgia - Terry College of Business 2006 — 2007
Certificate for Certified Financial Planning Certification, Finance, General
The University of Georgia 1997 — 2001
Bachelor's of Business Administration, Finance
Morgan County High School 1993 — 1997
Adam Pozek Adam Pozek's LongView Wealth Management Experience 1994 - July 1996
Job Proud pension geek Technology Enthusiast Music Lover
Industry Financial Services
Experience
DWC ERISA Consultants, LLC July 2010 - Present
Journal of Pension Benefits (A Publication of Wolters Kluwer) June 2010 - Present
Benefit Insights, Inc. 2009 - Present
Pozek On Pension 1998 - Present
Pension Pundits, LLC June 2010 - Present
Sentinel Benefits & Financial Group May 2007 - June 2010
Swerdlin & Company July 1996 - May 2007
LongView Wealth Management 1994 - July 1996
Royal Specialty Underwriting 1992 - 1994
Turem & Edwards, P.C. 1990 - 1991
Skills
Technology Solutions, ERISA, Retirement, Retirement Planning, Mergers, Business Planning, Employee Benefits, 403 b, Nonprofits, Fiduciary, Pensions, Governance, Mutual Funds, Qualified Retirement..., Profit Sharing, Mergers & Acquisitions, Defined Benefit, Retirement Plan..., Social Media Marketing, Public Speaking, 401k, Benefits Plan Design, Defined Contribution, Employee Plans..., Executive Pay, IRS/DOL Audits, Pension Administration
Education
Northwestern California University
Law
Georgia State University
Accounting & Finance
Berry College 1989 — 1990
Liberal Arts
Mt. Vernon Christian Academy 1985 — 1989
College Prep
DWC ERISA Consultants, LLC July 2010 - Present
Journal of Pension Benefits (A Publication of Wolters Kluwer) June 2010 - Present
Benefit Insights, Inc. 2009 - Present
Pozek On Pension 1998 - Present
Pension Pundits, LLC June 2010 - Present
Sentinel Benefits & Financial Group May 2007 - June 2010
Swerdlin & Company July 1996 - May 2007
LongView Wealth Management 1994 - July 1996
Royal Specialty Underwriting 1992 - 1994
Turem & Edwards, P.C. 1990 - 1991
Skills
Technology Solutions, ERISA, Retirement, Retirement Planning, Mergers, Business Planning, Employee Benefits, 403 b, Nonprofits, Fiduciary, Pensions, Governance, Mutual Funds, Qualified Retirement..., Profit Sharing, Mergers & Acquisitions, Defined Benefit, Retirement Plan..., Social Media Marketing, Public Speaking, 401k, Benefits Plan Design, Defined Contribution, Employee Plans..., Executive Pay, IRS/DOL Audits, Pension Administration
Education
Northwestern California University
Law
Georgia State University
Accounting & Finance
Berry College 1989 — 1990
Liberal Arts
Mt. Vernon Christian Academy 1985 — 1989
College Prep
Lisa Pritchett Lisa Pritchett's LongView Wealth Management Experience August 2012 - December 2012
Job Media Center Assistant at The Alfred and Adele Davis Academy
Industry Libraries
Experience
The Alfred and Adele Davis Academy August 2013 - Present
Children's Healthcare of Atlanta November 2012 - July 2013
LongView Wealth Management August 2012 - December 2012
Dunwoody Elementary School July 2009 - May 2012
EndoChoice February 2011 - October 2011
EndoChoice December 2010 - April 2011
Chesnut Elementary School December 2003 - June 2009
Atlanta Business Chronicle March 1989 - April 1997
Skills
Healthcare, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Library Management, Elementary Education, Recruiting, Administrative..., Books, Graphic Design, Journalism, Magazines, Newsletters, Problem Solving, Publishing, QuarkXPress, Typography, Writing, Creative Writing, Public Relations, Management, Content Management, Research
Education
The University of Georgia 1982 — 1985
Bachelor of Arts (B.A.), Journalism
Valdosta State University 1980 — 1982
The Alfred and Adele Davis Academy August 2013 - Present
Children's Healthcare of Atlanta November 2012 - July 2013
LongView Wealth Management August 2012 - December 2012
Dunwoody Elementary School July 2009 - May 2012
EndoChoice February 2011 - October 2011
EndoChoice December 2010 - April 2011
Chesnut Elementary School December 2003 - June 2009
Atlanta Business Chronicle March 1989 - April 1997
Skills
Healthcare, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Library Management, Elementary Education, Recruiting, Administrative..., Books, Graphic Design, Journalism, Magazines, Newsletters, Problem Solving, Publishing, QuarkXPress, Typography, Writing, Creative Writing, Public Relations, Management, Content Management, Research
Education
The University of Georgia 1982 — 1985
Bachelor of Arts (B.A.), Journalism
Valdosta State University 1980 — 1982
Howard Connell Howard Connell's LongView Wealth Management Experience 1998 - 2000
Job Managing Director, Ray C. Anderson Center of Sustainable Business
Industry Higher Education
Experience
Georgia Institute of Technology, Scheller College of Business July 2013 - Present
Center for Civic Innovation December 2014 - Present
Lifecycle Building Center January 2014 - Present
Sustainable Atlanta 2012 - December 2014
Kimberly-Clark Professional 2011 - 2013
A.T. Kearney 2005 - 2011
UC Berkeley Haas School of Business 2003 - 2005
Archstone Consulting 2004 - 2004
Harris Bretall Sullivan & Smith 2000 - 2003
Longview Wealth Management 1998 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA
Belmont University 1993 — 1996
Bachelors
Lovett School
North Fulton High School
Georgia Institute of Technology, Scheller College of Business July 2013 - Present
Center for Civic Innovation December 2014 - Present
Lifecycle Building Center January 2014 - Present
Sustainable Atlanta 2012 - December 2014
Kimberly-Clark Professional 2011 - 2013
A.T. Kearney 2005 - 2011
UC Berkeley Haas School of Business 2003 - 2005
Archstone Consulting 2004 - 2004
Harris Bretall Sullivan & Smith 2000 - 2003
Longview Wealth Management 1998 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA
Belmont University 1993 — 1996
Bachelors
Lovett School
North Fulton High School
Jessica Engebretsen, CFP® Jessica Engebretsen, CFP®'s LongView Wealth Management Experience February 2011 - Present
Job Associate Advisor at LongView Wealth Management
Industry Financial Services
Experience
LongView Wealth Management February 2011 - Present
American Cancer Society April 2010 - February 2011
American Cancer SocietyAt April 2009 - April 2010
American Cancer Society January 2005 - April 2009
Tauris Publishers August 2003 - January 2004
Education
Rhodes College 1999 — 2003
Bachelor of Arts degree, English
Emory University 2009 — 2010
Financial Planning Certificate Program
LongView Wealth Management February 2011 - Present
American Cancer Society April 2010 - February 2011
American Cancer SocietyAt April 2009 - April 2010
American Cancer Society January 2005 - April 2009
Tauris Publishers August 2003 - January 2004
Education
Rhodes College 1999 — 2003
Bachelor of Arts degree, English
Emory University 2009 — 2010
Financial Planning Certificate Program
Carmen Nicastro Carmen Nicastro's LongView Wealth Management Experience May 2011 - Present
Job Financial Planner at LongView Wealth Management
Industry Financial Services
Experience
LongView Wealth Management May 2011 - Present
Metropolitan Life Insurance Company March 2009 - May 2011
Eastman Kodak January 1997 - February 2009
Eastman Kodak Company May 1995 - January 1997
Eastman Kodak May 1988 - May 1995
Eastman Kodak August 1985 - May 1988
Skills
Business Planning, Forecasting, Strategy, E-commerce, Management, Strategic Financial..., Direct Marketing, Leadership, Sales Operations, Marketing, Sales, Account Management
Education
Kennesaw State University 2006 — 2008
Certificate, Financial Planning
State University of New York at Albany 1983 — 1985
MBA, Management Information Systems
Siena College 1979 — 1983
BS, Marketing/Management
LongView Wealth Management May 2011 - Present
Metropolitan Life Insurance Company March 2009 - May 2011
Eastman Kodak January 1997 - February 2009
Eastman Kodak Company May 1995 - January 1997
Eastman Kodak May 1988 - May 1995
Eastman Kodak August 1985 - May 1988
Skills
Business Planning, Forecasting, Strategy, E-commerce, Management, Strategic Financial..., Direct Marketing, Leadership, Sales Operations, Marketing, Sales, Account Management
Education
Kennesaw State University 2006 — 2008
Certificate, Financial Planning
State University of New York at Albany 1983 — 1985
MBA, Management Information Systems
Siena College 1979 — 1983
BS, Marketing/Management
Kris Dwyer, CFP® Kris Dwyer, CFP®'s LongView Wealth Management Experience June 1986 - Present
Job Financial Advisor at LongView Wealth Management
Industry Financial Services
Experience
LongView Wealth Management June 1986 - Present
Skills
Wealth Management, Securities, Financial Services, Finance, FINRA, Strategic Financial..., Investments, Retirement Planning, Retirement, Estate Planning, Asset Allocation, 401k, Investment Advisory, Financial Planners, Series 7
Education
Georgia State University - J. Mack Robinson College of Business 1982 — 1986
MBA, Finance
Georgia Institute of Technology 1979 — 1981
Bachelor's Degree, Management
LongView Wealth Management June 1986 - Present
Skills
Wealth Management, Securities, Financial Services, Finance, FINRA, Strategic Financial..., Investments, Retirement Planning, Retirement, Estate Planning, Asset Allocation, 401k, Investment Advisory, Financial Planners, Series 7
Education
Georgia State University - J. Mack Robinson College of Business 1982 — 1986
MBA, Finance
Georgia Institute of Technology 1979 — 1981
Bachelor's Degree, Management
Judith Lyon's LongView Wealth Management Experience October 2014 - Present
Job Business Development Director LongView Wealth Management
Industry Investment Management
Experience
LongView Wealth Management October 2014 - Present
Jefferies & Company April 2010 - October 2012
J&W Seligman 1990 - 2009
Skills
Series 7, Series 63, Series 24, Territory Management, Sales Force Development, FINRA, Hedge Funds, Alternative Investments, Separately Managed..., Mutual Funds, ETFs, ETF
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Drake University Law School
Juris Doctor, Law
Saint Olaf College
BA
LongView Wealth Management October 2014 - Present
Jefferies & Company April 2010 - October 2012
J&W Seligman 1990 - 2009
Skills
Series 7, Series 63, Series 24, Territory Management, Sales Force Development, FINRA, Hedge Funds, Alternative Investments, Separately Managed..., Mutual Funds, ETFs, ETF
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Drake University Law School
Juris Doctor, Law
Saint Olaf College
BA