Mercury Financial Group
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Mercury Financial Group Employees
MBG Institutional October 2014 - Present
Mercury Financial Group October 2012 - September 2014
Lem Insurance Services Inc. January 2008 - September 2012
UBS Financial January 2001 - February 2008
Lem Financial Services January 1976 - December 2007
Skills
Estate Planning, Financial Planning, Securities, Life insurance, Insurance, Wealth Transfer, Wealth Management, Financial Planners, Life Insurance, Retirement Planning, Strategic Financial..., Retirement, Wealth, Long Term Care Insurance, Succession Planning, Investments, Financial Advisory, Series 7, Health Insurance, High Net Worth..., Long-term Care, Banking, Pensions, 401k, Investment Strategies, Finance, Disability Insurance, Wealth Management..., Term Life Insurance, Asset Allocation, Investment Advisory, Fixed Annuities, Alternative Investments, Series 63, Wealth Accumulation, IRAs, Asset Management
Education
CSU Chico 1975 — 1976
Teaching Credential, Math, PE
UC Berkeley 1971 — 1976
BA, Math
Big Picture Productions NY, Inc. August 2015 - Present
Zirtual July 2014 - August 2015
Mercury Financial Group December 2013 - March 2014
The Center for Customer Engagement 2014 - 2014
NestWise 2013 - 2013
Verizon 2005 - 2011
Seaside Community Development Corp. September 2004 - February 2005
Education
Kansas State University 2010 — 2012
Master of Science (M.S.), Personal Financial Planning
SUNY Oneonta 1997 — 2000
Bachelor of Science (BS), Biology, General
Mercury Financial Group January 2009 - Present
Highland Capital Brokerage January 2000 - November 2008
Skills
Estate Planning, Insurance, Wealth, Life Insurance, Mutual Funds, Retirement Planning, Wealth Management..., Succession Planning, High Net Worth..., Long Term Care Insurance, Wealth Preservation..., Wealth Accumulation, Disability Insurance, Intergenerational..., Strategic Financial..., Multi-generational..., High Net Worth Insurance, Life Insurance Reviews, Business Transition..., Trust Owned Life...
Education
Rockhurst University 1981 — 1985
BSBA, Business Administration and Management & Finance
Rockhurst High School 1977 — 1981
Mercury Financial Group January 2014 - Present
Summit Alliance Companies February 2008 - September 2013
Skills
Portfolio Management, Retirement Planning, Insurance, Marketing Strategy, Life Insurance, Marketing, Strategic Planning, Retirement, Investments, Financial Analysis, Business Planning, Business Strategy, Asset Management, Advertising, Long-term Care, Business Analysis, Event Planning, Financial Planning, Financial Services
Education
University of Phoenix
Guarantee Mortgage January 2009 - Present
Mercury Financial Group April 2001 - December 2008
Skills
Credit, Mortgage, Negotiation, Loans, Residential Homes, Finance, Mortgage Banking, FHA, Investment Properties, First Time Home Buyers, Real Estate, Short Sales, Refinance, Property Management, Financial Analysis, Loan Origination, Residential Mortgages, Banking, Sales, Sales Management, Business Development, REO, Insurance, Mortgage Lending, Customer Service, Small Business, FHA financing, Commercial Lending, Mortgage Marketing, Condos, VA loans, Certified Mortgage..., Construction Loans, Real Estate Financing, Real Estate Economics, Mortgage Underwriting, Commercial Mortgages, USDA, Investors, Home Equity Loans, Government Loans, Non-Conforming, Reverse Mortgages, Referrals, Funding, Financial Structuring, Home Equity Lines of..., Real Estate Transactions, Underwriting, VA Loans
Education
Golden Gate University 1985 — 1987
MBA, Banking, Corporate, Finance, and Securities Law
University of California, Berkeley 1978 — 1982
BA, Economics
New York Life Insurance Company Client Relationship ManagerMassMutual Financial GroupMay 2011 - April 2013
Mercury Financial Group December 2008 - April 2011
MassMutual Financial Group May 2006 - October 2008
Skills
Health Insurance, Life Insurance, Long-term Care, Disability Insurance, Customer Service
Education
Kaufman High School
Stephen F. Austin State University
Mercury Financial Group December 2014 - Present
Travelex Insurance Services February 2013 - December 2014
Horace Mann Insurance May 2011 - September 2012
Allstate Insurance May 2008 - June 2011
State Farm Insurance October 2006 - April 2008
JPMorgan Chase 1996 - November 2004
Bank One 1991 - 1996
Skills
Insurance, Strategic Planning, Management, Program Management, Life Insurance, Retirement Planning, Banking, Sales, Sales Management, Property, Fixed Annuities, Property & Casualty..., Team Building, Property, Term Life Insurance, Account Management, Human Resources, Strategy, Relationship Management, Liability, Health Insurance, General Insurance, Casualty, Employee Benefits, Disability Insurance, Training, Small Business, Financial Services, Leadership, Marketing, Investments, Business Planning, Selling, Sales Operations, Product Management, Customer Satisfaction, Finance, Customer Retention, Executive Management
Education
University of Texas at Austin
BA, Political Science
Mercury Financial Group July 2012 - Present
Wells Fargo Advisors January 2003 - March 2012
Hartford Life July 1998 - December 2002
Equitable Life January 1980 - June 1998
Skills
Retirement Planning, Succession Planning, life insurance, Wealth Management, estate planning, Multi-generational..., Charitable Trusts, Charitable Gift Planning, Executive Compensation..., Estate Planning, Life Insurance, Insurance, Microsoft Office
Education
Arizona State University 1969 — 1973
Bachelor of Science (BS)
The Newport Group August 2014 - Present
Mercury Financial Group August 2011 - August 2014
BenefitMall March 2010 - July 2010
Clark Consulting June 2006 - March 2010
Capmark Finance Inc July 2004 - June 2006
Skills
Insurance, Employee Benefits, 401k, Retirement, Benefits Administration, Life Insurance, Defined Benefit, Health Insurance, Deferred Compensation, Disability Insurance, Process Improvement, Financial Analysis, Retirement Planning, Executive Pay, Fixed Annuities, Investments
Education
Texas Woman's University 2006 — 2008
MBA, Business
University of North Texas 2000 — 2003
BA, Sociology/Criminal Justice
MullinTBG, a Prudential Financial company March 2013 - Present
Mercury Financial Group November 2012 - March 2013
Clark Consulting September 2005 - December 2011
Clark Consulting September 2004 - August 2005
Clark Consulting April 2004 - September 2004
Clark Consulting March 2003 - April 2004
The P&A Group July 1999 - June 2002
Skills
Employee Benefits, Group Insurance, Non-Qualified Deferred..., Series 63, Series 6, TX insurance license, Account Management, Superior Client Service, COLI, Health & Welfare..., Small Group..., Retirement Benefits, Insurance
Education
State University of New York College at Fredonia 1998 — 1999
Bachelor of Science (BS), Business Administration
Mercury Financial Group October 2010 - Present
Diva art work by Kathy Ellis January 2012 - September 2013
Education
Baylor University 1975 — 1977
BBA, Marketing
Texas A&M University
BBA, Marketing
Mercury Financial Group 2011 - Present
Ernst & Young 2005 - 2010
MedTrials, Inc 2002 - 2004
McKinsey & Company, Inc 1981 - 2001
Skills
Employee Benefits, Performance Management, Deferred Compensation, Employee Relations, Process Improvement, Insurance, Human Resources, Onboarding, Recruiting, Benefits Administration, Payroll, Leadership, Management, Personnel Management, Succession Planning, Strategic Planning, Training, Team Building
Education
Amberton University
Bachelor’s Degree, Human Relations and Business
Northern Arizona University
Human Resources and Business
Mercury Financial Group March 2012 - Present
Lakeside Advisors November 2004 - March 2012
The Householder Group March 2003 - October 2004
Fortis Financial Group August 1991 - December 2003
IDS American Express March 1987 - July 1991
Skills
Retirement, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Mutual Funds, Investments, Life Insurance, Fixed Annuities, Strategic Planning, Long-term Care, High Net Worth..., Estate Planning, Disability Insurance, Series 7, Series 63
Education
St. Olaf College 1972 — 1976
BA, History, Religion
Mercury Brokerage Group January 2014 - Present
Mercury Financial Group July 2011 - December 2013
Skills
Disability Insurance, Life Insurance, Health Insurance, Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Employee Benefits, Long Term Care Insurance, Retirement Planning, Retirement, Underwriting, Series 6, Sales, 401k, Whole Life, Series 63
Education
Texas Tech University 2000 — 2004
Sport and Fitness Administration/Management
Mercury Financial Group August 2014 - Present
American National June 2012 - August 2014
The Reliable Life Insurance Company April 2006 - June 2012
Skills
Life Insurance, Computer Hardware, Sales, Texas Life and Health..., Texas P&C License
Education
Navarro College 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.9
Navarro College 2004 — 2006
Associate's degree, Computer Science, 3.8
UBS Financial Services July 2013 - Present
The Death Bond Conspiracy January 2009 - Present
Private Pilot 2003 - Present
Georgetown Tool and Manufacturing, Inc March 2002 - Present
Gillis Consulting January 1995 - Present
Gillis Strategic Planning January 2013 - July 2013
Mercury Financial Group August 2010 - January 2013
Capitas Financial 2002 - August 2010
CNA Insurance March 1992 - March 2003
Met Life Financial March 1987 - May 1992
Skills
Long-term Care, Wealth Management..., Financial Analysis, Retirement, Leadership, Financial Services, Strategic Planning, Fixed Annuities, Financial Advisory, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Wealth, Strategic Financial..., Life Insurance, Listening to customers, Estate Planning, Mutual Funds, Retirement Planning, Underwriting, Project Planning, Customer Service, Long Term Care Insurance, Team Building, Life Settlements, Wealth Management, Financial Planning, Alternative Investments
Education
Western Kentucky University 1975 — 1980
Bachelor of Arts (B.A.), Secondary Education and Teaching
Miami Dade College 1976 — 1977
Education
Mercury Financial Group June 2013 - Present
Behringer Harvard 2012 - 2013
1st Global November 2009 - March 2011
Texas Instruments March 2006 - November 2008
Aquent 2006 - 2008
The McIntosh Group, Inc. August 2005 - October 2005
Advertising Plus, Inc. May 2001 - July 2005
Loislaw.com May 1999 - April 2001
The McIntosh Group June 1997 - April 1999
KHBS/KHOG - TV November 1996 - June 1997
Skills
Marketing Communications, Advertising, Strategic Communications, Project Management, Social Media, Corporate Communications, Communications Planning, Email Marketing, Salesforce.com, Marketing Strategy, Digital Marketing, Integrated Marketing, Integrated Marketing..., Demand Generation, Marketing Automation, Managing Project Budgets, Project Communications, Constant Contact, Project Planning, Full project lifecycle..., End-to-End Project..., Project Team Management, Manage Client..., Manage client..., Consultative Style, Cross Functional Team..., Global Communications, Agency Liaison, Digital Marketing..., Influence Without..., Priority Management, Client Issue Resolution, Metrics Definition, Marketo, ExactTarget, Silverpop, Microsoft Word, Microsoft Excel, Strategy, Management, Marketing
Education
University of Oklahoma
Bachelor of Arts, Journalism
Cecil Atkission Ford July 2007 - Present
Interstate Credit Corp 2001 - 2006
Fidelity Financial 1994 - 2001
Mercury Financial Group 1990 - 1994
United States Marine Corps 1984 - 1989
Skills
Operations Management, Automotive, Logistics, Supply Chain, Strategic Planning, Budgets, New Business Development, Change Management, Sales, Business Strategy, Vehicles, Cross-functional Team..., Team Leadership, Forecasting, Leadership, Project Management, Business Development, Business Planning, Executive Management, Pricing, B2B, Time Management, Key Account Management, Retail, Sales Operations, Training, Account Management, Strategy, Customer Retention, Start-ups, Competitive Analysis, P&L Management, P&L, CRM, Sales Process, Contract Negotiation, Team Management, Product Management, Selling, Coaching, Product Marketing, Market Analysis, Direct Sales, Market Planning, Marketing Strategy, Market Research, Outsourcing, Marketing Management, Vendor Management, Business Process...
Education
Northwestern University - Kellogg School of Management 2001 — 2003
EMBA, Executive Management
The University of Texas at Arlington 1996 — 1999
Master of Business Administration (MBA)
United States Naval Academy 1984 — 1986
USMC
University of North Texas 1983 — 1984
Bachelor of Science (BS)
Mercury Financial Group November 2006 - Present
AXA Advisors 2001 - 2006
American Express Financial Advisors April 1991 - January 2001
Skills
Life Insurance, Insurance, Series 6, Series 7, Disability Insurance, Series 63, Retirement Planning, Strategic Planning, Retirement
Education
The University of Texas at Dallas 1989 — 1993
Bachelor of Science (B.S.), Public Administration
Towers Watson 2013 - Present
Texas Fence Experts & General Contractors 2012 - Present
Mercury Financial Group 2009 - 2011
JPMorgan Chase 2004 - 2008
The Ayco Company, L.P., a Goldman Sachs Company 1999 - 2001
Skills
Retirement, Insurance, Employee Benefits, Series 63, Retirement Planning, Financial Advisory, Mutual Funds, Life Insurance, Investments, Wealth Management, Series 7, Strategic Financial..., Asset Allocation, Customer Service, Strategic Planning, Sales, Team Building, Financial Services, Leadership, Financial Planning, Finance
Education
Baylor University
BA
The University of Dallas
MBA
Mercury Financial Group April 2012 - Present
The Chase Manhattan Bank April 1996 - July 1999
Skills
Life Insurance, Strategic Financial..., Estate Planning, Disability Insurance, Fixed Annuities, Investments, Brokers, Insurance, Employee Benefits, Underwriting, Sales, Real Estate, Term Life Insurance, Long-term Care, General Insurance, Health Insurance, Whole Life, Retirement Planning, Retirement, Financial Analysis, Financial Planners, Long Term Care Insurance, Wealth Management, Series 6, Financial Advisory, Wealth, 401k, Mutual Funds, Series 7, Finance, Financial Services, Succession Planning, Series 63, Wealth Accumulation, Securities, FINRA, Asset Allocation, IRAs, Investment Advisory, High Net Worth..., Banking
Education
Queens College 1989 — 1992
BA, Communications and Business
Yeshiva University 1984 — 1988
high school
Applications for Life November 2013 - Present
Mercury Financial Group January 2006 - Present
Phoenix Life Insurance Company 1995 - 2004
Skills
Expertise includes..., Simplified Approaches..., Expert Witness for Life..., Creative Approaches to..., Insurance, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Series 63, Strategic Planning, FINRA, Financial Advisory, Mutual Funds, IRAs, Succession Planning, Alternative Investments, Life Insurance, Investments, Asset Allocation, Long Term Care Insurance, Universal Life, Investment Advisory, Estate Planning, Series 6, Financial Planners, Wealth Management, Risk Management, Investment Strategies, Financial Services, 401k, Brokers, Securities, Medicare, Series 7, High Net Worth..., Wealth Management..., Wealth Accumulation, Series 65, Variable Annuities
Education
University of Richmond 1982 — 1986
Bachelor's degree, Economics
University of Richmond
Mercury Financial Group April 2008 - Present
Wachovia Securities, LLC July 2003 - April 2008
Prudential Securities, Inc. May 1997 - July 2003
Skills
Estate Planning, Life Insurance, Retirement Planning, Wealth, Succession Planning, Wealth Management, Investment Strategies, Financial Advisory, Financial Planning, Captives, Financial Services, Variable Annuities, Long-term Care, Disability Insurance, Investment Advisory, Wealth Management..., Pensions, High Net Worth..., Wealth Accumulation, Strategic Financial..., Certified Financial..., Securities
Education
American College
ChFC - Chartered Financial Consultant
College for Financial Planning
CFP - Certified Financial Planner®
Auburn University/COSC
Bachelor of Science (B.S.), Business Administration, Management and Operations
South Miami High School
Mercury Financial Group July 2013 - Present
Prudential Financial January 2013 - June 2013
The Hartford June 2010 - January 2013
MassMutual Financial Group March 2006 - April 2009
New York Life Insurance Company/ Eagle Strategies Registered Investment Advisor (RIA) January 2002 - March 2006
Skills
High Net Worth..., Charities, Financial Advisory, Retirement, Life Insurance, Trusts, Succession Planning, Strategic Financial..., Wealth, Insurance, Financial Services, Retirement Planning
Education
Boston University 2012 — 2016
Masters of Science
Western New England University 1994 — 1999
Bachelors
Franklin Institute of Boston 1987 — 1989
ASEE
minnechaug
Mercury Financial Group October 2010 - Present
Mercury Financial Group February 2004 - September 2010
CNA 1995 - 2004
CNA Life 1995 - 2003
Skills
Wealth Transfer, Succession Planning, Asset Protection, Insurance, Estate Planning, Wealth, Financial Planners, Retirement, High Net Worth..., Retirement Planning, Long Term Care Insurance, Fixed Annuities, Life Insurance, Trusts, Health Insurance, Term Life Insurance, Financial Advisory, Series 6, Wealth Accumulation, Series 63, Disability Insurance, Wealth Management..., Trust Services, Investments, Wealth Management, Long-term Care, Strategic Financial..., Estate Tax Planning, Employee Benefits, Mutual Funds, 401k, Investment Strategies, IRAs, Wealth Preservation..., Securities, Variable Annuities, Investment Advisory, Whole Life, Series 65, Asset Allocation, Universal Life, Critical Illness, Underwriting, Premium Financing, Finance, Financial Planning, Series 7, Financial Services, FINRA, Leadership
Education
Eastern Kentucky University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Insurance
Eastern Kentucky University 1986 — 1991
BBA, Insurance, Finance
Willis October 2014 - Present
Mercury Financial Group June 2013 - October 2014
The Hartford October 2002 - March 2013
Hartford Life Insurance June 2000 - October 2002
Union Central 1999 - 2000
UnumProvident 1997 - 1999
The New England (now New England Financial) 1988 - 1997
Skills
Series 6, Series 63, Mutual Funds, Retirement, 401k, Variable Annuities, FINRA, Asset Allocation, Wealth Management, Investments, Securities, IRAs, Life Insurance, Sales, Series 65, Building Strong..., Separately Managed..., Leadership, Financial Services, Disability Insurance, Uniform Combined State..., Portfolio Management, Seminars, Investment Strategies, Investment Advisory, Estate Planning, Finance, Wealth, Insurance, Series 7
Education
University of Colorado at Boulder 1981 — 1985
BA, History
American General Life Companies is now part of the AIG Family! July 2015 - Present
VIP Insurance August 2014 - July 2015
Mercury Financial Group January 2008 - July 2014
Independent Insurance Group June 2007 - December 2007
Skills
Series 6, Series 63, Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement, Estate Planning, Long-term Care, Microsoft Excel, Strategic Financial..., Securities, Wealth Management..., Investments, Underwriting, Health Insurance, Long Term Care Insurance, Wealth, Financial Planners, Strategic Planning, Financial Advisory, Mutual Funds, IRAs, Wealth Management, Term Life Insurance, 401k, Variable Annuities, Wealth Accumulation, Excel, Tax Planning
Education
Texas Tech University 2002 — 2007
Bachelors of Science, Personal Financial Planning
Mercury Financial Group December 2014 - Present
Prudential Financial January 2013 - December 2013
The Hartford January 2012 - January 2013
The Hartford January 1998 - January 2012
The Hartford 1998 - 2011
Skills
Fixed Annuities, Wealth Management, Strategic Financial..., Mutual Funds, Underwriting, New Business Development, Series 6, Banking, Disability Insurance, Insurance, Investments, Life Insurance, Series 63, Contract Negotiation, Series 7, Health Insurance, Sales, Estate Planning
Education
Bentley University 1984 — 1986
Masters, Finance
The University of Georgia 1979 — 1983
BBA, Risk Management and Insurance
Palmetto high
Mercury Financial Group 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Prudential Securities/Wachovia Securities 2000 - 2007
Skills
Life Insurance, Retirement Planning, Wealth, Estate Planning, Long-term Care, Series 63, Insurance, Succession Planning, Wealth Management, Investments, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Term Life Insurance, Wealth Accumulation, Strategic Planning, Underwriting, Long Term Care Insurance, Disability Insurance, Employee Benefits, Series 6, Retirement, Series 7, High Net Worth..., 401k, Wealth Management...
Education
University of Delaware
Bachelor of Arts (B.A.), Political Science and Government
Mercury Financial Group November 2012 - Present
Serco March 2012 - November 2012
Genesis Resources November 2011 - January 2012
Penn Mutual February 2003 - September 2011
Skills
Insurance, Customer Service, Microsoft Excel, Microsoft Office, Sales, Outlook, Life Insurance, Data Entry, PowerPoint, Microsoft Word, Administrative..., Time Management, Process Improvement, Access, Underwriting, Retirement Planning, Disability Insurance, Financial Services
Education
Richland Community College
Mercury Financial Group September 2014 - Present
Education
Pace University - Lubin School of Business 1976 — 1982
Bachelor of Business Administration (BBA)