Orizon Group
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Orizon Group Employees
Employee
Years
Job
Industry
Douglas Gilbert, LUTCF,CWS® Douglas Gilbert, LUTCF,CWS®'s Orizon Group Experience April 2006 - May 2008
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2013 - Present
Westwood Holdings Group, Inc. March 2012 - January 2013
First National Wealth Advisors July 2008 - March 2012
Orizon Group April 2006 - May 2008
Legacy Fitness DBA Anytime Fitness July 2006 - January 2007
Benchmark Financial LLC August 2004 - March 2006
New York Life May 2001 - August 2004
Skills
Trust Services, Investment Advisory, Asset Management, Registered Investment..., Private Client Services, Wealth Management, Financial Planning, Estate Planning, Foundation Management, Insurance Planning, New Business Development, Relationship Management, Strategic Financial..., Financial Planners, Private Clients, Wealth Management..., Wealth, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Non-profit..., Insurance, Retirement Planning, Investments
Education
Wayne State College 1997 — 2001
BS, Business Administration and Marketing
Boston Institute of Finance
CFP®, Certified Financial Planner, Currently scheduled for 03/2014 FInal Exam
Cannon Financial Institute 2010 — 2011
CWS®, Certified Wealth Strategist
The American College 2002 — 2003
LUTCF, Life Underwriter Training Counsel Fellow Designation
Mercer Advisors June 2013 - Present
Westwood Holdings Group, Inc. March 2012 - January 2013
First National Wealth Advisors July 2008 - March 2012
Orizon Group April 2006 - May 2008
Legacy Fitness DBA Anytime Fitness July 2006 - January 2007
Benchmark Financial LLC August 2004 - March 2006
New York Life May 2001 - August 2004
Skills
Trust Services, Investment Advisory, Asset Management, Registered Investment..., Private Client Services, Wealth Management, Financial Planning, Estate Planning, Foundation Management, Insurance Planning, New Business Development, Relationship Management, Strategic Financial..., Financial Planners, Private Clients, Wealth Management..., Wealth, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Non-profit..., Insurance, Retirement Planning, Investments
Education
Wayne State College 1997 — 2001
BS, Business Administration and Marketing
Boston Institute of Finance
CFP®, Certified Financial Planner, Currently scheduled for 03/2014 FInal Exam
Cannon Financial Institute 2010 — 2011
CWS®, Certified Wealth Strategist
The American College 2002 — 2003
LUTCF, Life Underwriter Training Counsel Fellow Designation
Tony Daniel Tony Daniel's Orizon Group Experience February 2008 - September 2010
Job Regional Vice President of Retirement Plans at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2010 - Present
Orizon Group February 2008 - September 2010
CLS Investments, LLC January 2006 - February 2008
Skills
Qualified Retirement..., Investment Advisory, Personal Financial..., Mutual Funds, Pensions, Finance
Education
Creighton University 2002 — 2005
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Nationwide Financial September 2010 - Present
Orizon Group February 2008 - September 2010
CLS Investments, LLC January 2006 - February 2008
Skills
Qualified Retirement..., Investment Advisory, Personal Financial..., Mutual Funds, Pensions, Finance
Education
Creighton University 2002 — 2005
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Larry D., Tennison, CPA Larry D., Tennison, CPA's Orizon Group Experience October 2008 - September 2011
Job Experienced Tax Partner and Business Consultant
Industry Accounting
Experience
Seim Johnson, LLP October 2011 - Present
Orizon Group October 2008 - September 2011
Darst & Associates, P.C. August 1985 - September 2008
Trachtenbarg, Masimore & Associates September 1982 - July 1985
Internal Revenue Service September 1977 - September 1982
Skills
Tax, CPA, Financial Analysis, Accounting, Corporate Tax, Business Continuity..., Business Tax Planning, IRS, Personal Financial..., Wealth Preservation..., Estate Planning, Charitable Gift Planning, Gift Planning, Trust Taxation, Partnership Taxation
Education
Missouri State University 1974 — 1977
Bachelor's degree, Accounting
Seim Johnson, LLP October 2011 - Present
Orizon Group October 2008 - September 2011
Darst & Associates, P.C. August 1985 - September 2008
Trachtenbarg, Masimore & Associates September 1982 - July 1985
Internal Revenue Service September 1977 - September 1982
Skills
Tax, CPA, Financial Analysis, Accounting, Corporate Tax, Business Continuity..., Business Tax Planning, IRS, Personal Financial..., Wealth Preservation..., Estate Planning, Charitable Gift Planning, Gift Planning, Trust Taxation, Partnership Taxation
Education
Missouri State University 1974 — 1977
Bachelor's degree, Accounting
Brittany Meisenbach Brittany Meisenbach's Orizon Group Experience April 2008 - March 2009
Job Workforce Managment Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
TD Ameritrade December 2010 - April 2012
Registered Representative July 2009 - December 2010
Orizon Group April 2008 - March 2009
Skills
Series 7, Series 63, Series 24, Uniform Combined State..., Mutual Funds, FINRA, Securities, Asset Allocation, Options, Investment Advisory
Education
University of Nebraska at Omaha
Bachelor of Business Administration (BBA), Marketing
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Marketing
TD Ameritrade April 2012 - Present
TD Ameritrade December 2010 - April 2012
Registered Representative July 2009 - December 2010
Orizon Group April 2008 - March 2009
Skills
Series 7, Series 63, Series 24, Uniform Combined State..., Mutual Funds, FINRA, Securities, Asset Allocation, Options, Investment Advisory
Education
University of Nebraska at Omaha
Bachelor of Business Administration (BBA), Marketing
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Marketing
Dan Warnock Dan Warnock's Orizon Group Experience October 2009 - December 2009
Job President Boundless Horizons, Inc. dba Vanguard Cleaning Systems of Nebraska
Industry Facilities Services
Experience
Boundless Horizons, Inc dba Vanguard Cleaning Systems of Nebraska October 2011 - Present
Orizon Group October 2009 - December 2009
Focus Solutions LLC September 2007 - December 2008
American Water April 2005 - August 2007
Lighthouse Consulting January 2003 - March 2005
Aquila January 1988 - December 2002
Northern Natural Gas June 1981 - August 1988
Skills
Strategic Planning, Mergers, P&L Management, Restructuring, Business Planning, Budgeting, Financial Analysis, Financial Modeling, Executive Management, Leadership Development, Problem Solving, Team Building, Change Management, Coaching, Public Speaking, Planning, Business Strategy, Management Consulting, Energy, Mentoring, Budgets, Leadership, Small Business, Entrepreneurship, Risk Management, Nonprofits, Project Planning, Training, Mergers & Acquisitions, Team Leadership, Strategy, Management, Organizational..., Business Development, Executive Coaching, Sales Operations, CRM, Marketing, Human Resources, Finance, Business Process...
Education
University of Nebraska at Omaha 1977 — 1981
BSBA, Accounting
Boundless Horizons, Inc dba Vanguard Cleaning Systems of Nebraska October 2011 - Present
Orizon Group October 2009 - December 2009
Focus Solutions LLC September 2007 - December 2008
American Water April 2005 - August 2007
Lighthouse Consulting January 2003 - March 2005
Aquila January 1988 - December 2002
Northern Natural Gas June 1981 - August 1988
Skills
Strategic Planning, Mergers, P&L Management, Restructuring, Business Planning, Budgeting, Financial Analysis, Financial Modeling, Executive Management, Leadership Development, Problem Solving, Team Building, Change Management, Coaching, Public Speaking, Planning, Business Strategy, Management Consulting, Energy, Mentoring, Budgets, Leadership, Small Business, Entrepreneurship, Risk Management, Nonprofits, Project Planning, Training, Mergers & Acquisitions, Team Leadership, Strategy, Management, Organizational..., Business Development, Executive Coaching, Sales Operations, CRM, Marketing, Human Resources, Finance, Business Process...
Education
University of Nebraska at Omaha 1977 — 1981
BSBA, Accounting
Mark Beiting Mark Beiting's Orizon Group Experience 1999 - 2010
Job Holistic Financial Planning for Families and Tennis Enthuasists
Industry Financial Services
Experience
Beiting & Associates January 1990 - Present
Orizon Group 1999 - 2010
Leap Systems, LLC 1995 - 2010
Skills
Insurance, Strategic Financial..., Risk Management, Estate Planning, Finance, Business
Education
Christian Brothers University
Bachelor or Arts, Theology/ Education / Philosophy
Newport Catholic High School
Beiting & Associates January 1990 - Present
Orizon Group 1999 - 2010
Leap Systems, LLC 1995 - 2010
Skills
Insurance, Strategic Financial..., Risk Management, Estate Planning, Finance, Business
Education
Christian Brothers University
Bachelor or Arts, Theology/ Education / Philosophy
Newport Catholic High School
Mary Ritchie Mary Ritchie's Orizon Group Experience February 1995 - February 1997
Job Owner, Mary E. Ritchie CPA
Industry Information Technology and Services
Experience
Mary E. Ritchie CPA January 1991 - Present
Craneware June 2007 - January 2009
Wausau Financial Systems September 2005 - June 2007
First National Merchant Solutions April 2003 - September 2005
Strategic Partnership Inc. February 1999 - April 2003
Orizon Group February 1995 - February 1997
Deloitte & Touche 1995 - 1997
DMSi Software 1993 - 1995
KPMG Audit 1985 - 1989
Education
University of Nebraska-Lincoln
Mary E. Ritchie CPA January 1991 - Present
Craneware June 2007 - January 2009
Wausau Financial Systems September 2005 - June 2007
First National Merchant Solutions April 2003 - September 2005
Strategic Partnership Inc. February 1999 - April 2003
Orizon Group February 1995 - February 1997
Deloitte & Touche 1995 - 1997
DMSi Software 1993 - 1995
KPMG Audit 1985 - 1989
Education
University of Nebraska-Lincoln
Adam Krasne's Orizon Group Experience June 2011 - August 2011
Job Senior Audit & Assurance Associate at Lutz
Industry Accounting
Experience
Lutz October 2014 - Present
BKD CPAs & Advisors October 2012 - October 2014
Orizon Group June 2011 - August 2011
Colombo Distribution June 2010 - February 2011
Skills
Accounts Receivable, Auditing, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Financial Accounting, PowerPoint, Financial Statements, Finance, GAAP, Assurance, Financial Services, Retail, Distribution, Commercial Banking, Accounting
Education
Creighton University 2008 — 2012
Bachelor of Science (BS), Accounting
Lutz October 2014 - Present
BKD CPAs & Advisors October 2012 - October 2014
Orizon Group June 2011 - August 2011
Colombo Distribution June 2010 - February 2011
Skills
Accounts Receivable, Auditing, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Financial Accounting, PowerPoint, Financial Statements, Finance, GAAP, Assurance, Financial Services, Retail, Distribution, Commercial Banking, Accounting
Education
Creighton University 2008 — 2012
Bachelor of Science (BS), Accounting
Jeff Oresik's Orizon Group Experience March 2003 - January 2007
Job
Industry Financial Services
Experience
NewStar Financial May 2008 - Present
Fish & Richardson P.C. 2007 - 2008
Orizon Group March 2003 - January 2007
Skarda Equipment Company, Inc December 2001 - March 2003
AIR-Serv 1999 - 2001
CLS Investments, LLC 1996 - 1997
Indiana State University June 1995 - June 1996
Linton-Stockton Community Schools August 1992 - May 1995
Indiana State University August 1991 - June 1992
Tiffin University August 1990 - May 1991
Skills
Databases, Microsoft SQL Server, Access, Integration, Database Design, T-SQL, Business Analysis, Analysis, Data Warehousing, Management, C#, VB.NET, Data Modeling, Leadership, Data Analysis, Process Improvement, Microsoft Excel, SSRS, SQL Server, SQL, Visual Studio, Reports, Requirements Gathering, Programming, Training, Technical Training, Software Documentation, Microsoft Office, Excel, Visual Basic, Team Leadership, jQuery Mobile, PowerPivot, Star Schema, SSIS, SQL Server Management..., Web Development, Software Development, Project Management, SDLC, Data Migration, Data Integration, Sports Coaching
Education
Indiana State University 1986 — 1993
BS & MS
Indiana State University 1982 — 1986
B.S. & M.S
Indiana State University 1982 — 1986
Bachelor's degree
NewStar Financial May 2008 - Present
Fish & Richardson P.C. 2007 - 2008
Orizon Group March 2003 - January 2007
Skarda Equipment Company, Inc December 2001 - March 2003
AIR-Serv 1999 - 2001
CLS Investments, LLC 1996 - 1997
Indiana State University June 1995 - June 1996
Linton-Stockton Community Schools August 1992 - May 1995
Indiana State University August 1991 - June 1992
Tiffin University August 1990 - May 1991
Skills
Databases, Microsoft SQL Server, Access, Integration, Database Design, T-SQL, Business Analysis, Analysis, Data Warehousing, Management, C#, VB.NET, Data Modeling, Leadership, Data Analysis, Process Improvement, Microsoft Excel, SSRS, SQL Server, SQL, Visual Studio, Reports, Requirements Gathering, Programming, Training, Technical Training, Software Documentation, Microsoft Office, Excel, Visual Basic, Team Leadership, jQuery Mobile, PowerPivot, Star Schema, SSIS, SQL Server Management..., Web Development, Software Development, Project Management, SDLC, Data Migration, Data Integration, Sports Coaching
Education
Indiana State University 1986 — 1993
BS & MS
Indiana State University 1982 — 1986
B.S. & M.S
Indiana State University 1982 — 1986
Bachelor's degree
Tricia Seitelbach - Green's Orizon Group Experience March 2009 - November 2010
Job Director of Client Service at Vintage Financial Group
Industry Financial Services
Experience
Vintage Financial Group November 2010 - Present
Orizon Group March 2009 - November 2010
Creative Memories August 1996 - November 2008
Northwestern Mutual December 2002 - October 2008
Second Unitarian Church December 1997 - December 2002
Merrill Lynch 1994 - 1996
Smith Barney 1991 - 1993
Skills
Investments, Life Insurance, Strategic Financial..., Microsoft Excel, Sales, Customer Service, Coaching, Business Planning, Financial Analysis, Accounting, Public Speaking, Insurance, Leadership, Project Planning, Training
Education
University of Nebraska at Omaha 1988 — 1989
Finance
Millard South High School 1984 — 1988
Vintage Financial Group November 2010 - Present
Orizon Group March 2009 - November 2010
Creative Memories August 1996 - November 2008
Northwestern Mutual December 2002 - October 2008
Second Unitarian Church December 1997 - December 2002
Merrill Lynch 1994 - 1996
Smith Barney 1991 - 1993
Skills
Investments, Life Insurance, Strategic Financial..., Microsoft Excel, Sales, Customer Service, Coaching, Business Planning, Financial Analysis, Accounting, Public Speaking, Insurance, Leadership, Project Planning, Training
Education
University of Nebraska at Omaha 1988 — 1989
Finance
Millard South High School 1984 — 1988
Jaime Bacon Jaime Bacon's Orizon Group Experience September 2002 - July 2006
Job Agency Manager at Burt County Insurance Agency
Industry Insurance
Experience
Burt County Insurance Agency ProducerINSPRO InsuranceJuly 2006 - June 2007
Orizon Group September 2002 - July 2006
Education
Midland University 1998 — 2002
Bachelor of Science, Business Administration with emphasis in Accounting and Management
Burt County Insurance Agency ProducerINSPRO InsuranceJuly 2006 - June 2007
Orizon Group September 2002 - July 2006
Education
Midland University 1998 — 2002
Bachelor of Science, Business Administration with emphasis in Accounting and Management
Heather (Otto) Vipond's Orizon Group Experience October 2008 - Present
Job Orizon Group
Industry Financial Services
Experience
Orizon Group October 2008 - Present
ConAgra Foods September 2007 - May 2008
ConAgra Foods March 2004 - September 2007
Education
University of Nebraska-Lincoln 1998 — 2001
Orizon Group October 2008 - Present
ConAgra Foods September 2007 - May 2008
ConAgra Foods March 2004 - September 2007
Education
University of Nebraska-Lincoln 1998 — 2001
Don Shimmin's Orizon Group Experience October 2010 - July 2013
Job Assurance Manager at HSMC Orizon LLC
Industry Accounting
Experience
HSMC Orizon LLC August 2013 - Present
Orizon Group October 2010 - July 2013
Source Interlink August 2009 - September 2010
BDO Seidman, LLP October 2006 - April 2009
Education
Arizona State University - W. P. Carey School of Business 2005 — 2006
Masters, Accountancy and Info. Systems
University of Notre Dame 2001 — 2005
BBA, Accountancy
HSMC Orizon LLC August 2013 - Present
Orizon Group October 2010 - July 2013
Source Interlink August 2009 - September 2010
BDO Seidman, LLP October 2006 - April 2009
Education
Arizona State University - W. P. Carey School of Business 2005 — 2006
Masters, Accountancy and Info. Systems
University of Notre Dame 2001 — 2005
BBA, Accountancy
Randy Skalla's Orizon Group Experience January 2007 - Present
Job President at L5 Enterprises
Industry Financial Services
Experience
L5 Enterprises January 2001 - Present
Northern Lights Fund Trust II May 2011 - Present
Orizon Group January 2007 - Present
Riggs Capital Management January 2005 - Present
L5 Enterprises February 2002 - Present
CLS Investment Firm, LLC 1989 - 2001
Skills
Investments, Wealth Management, Investment Management, Risk Management, Portfolio Management, Hedge Funds, Asset Management, Equities, Due Diligence, Asset Allocation, Alternative Investments, Mutual Funds, Contract Negotiation, Private Equity, Series 7, Investment Advisory, Strategic Financial..., Investment Strategies, Securities
Education
Brigham Young University 1986 — 1988
MBA, Finance
L5 Enterprises January 2001 - Present
Northern Lights Fund Trust II May 2011 - Present
Orizon Group January 2007 - Present
Riggs Capital Management January 2005 - Present
L5 Enterprises February 2002 - Present
CLS Investment Firm, LLC 1989 - 2001
Skills
Investments, Wealth Management, Investment Management, Risk Management, Portfolio Management, Hedge Funds, Asset Management, Equities, Due Diligence, Asset Allocation, Alternative Investments, Mutual Funds, Contract Negotiation, Private Equity, Series 7, Investment Advisory, Strategic Financial..., Investment Strategies, Securities
Education
Brigham Young University 1986 — 1988
MBA, Finance
Bill Bolden's Orizon Group Experience September 2008 - June 2010
Job Business Analyst
Industry Accounting
Experience
eBay/PayPal August 2010 - Present
Orizon Group September 2008 - June 2010
Erickson & Brooks, CPA's September 2006 - April 2008
Sid Dillon December 2001 - March 2006
Skills
Forecasting, Budgeting, Excel, Data Analysis, Microsoft Excel, Financial Reporting, Budgets, Financial Accounting, Analysis, Strategic Planning, Marketing, Management, Accounting, Customer Service, Financial Analysis
Education
Midland University 2006 — 2008
Accounting
Midland University 1996 — 2000
BSBA, Marketing, Management
eBay/PayPal August 2010 - Present
Orizon Group September 2008 - June 2010
Erickson & Brooks, CPA's September 2006 - April 2008
Sid Dillon December 2001 - March 2006
Skills
Forecasting, Budgeting, Excel, Data Analysis, Microsoft Excel, Financial Reporting, Budgets, Financial Accounting, Analysis, Strategic Planning, Marketing, Management, Accounting, Customer Service, Financial Analysis
Education
Midland University 2006 — 2008
Accounting
Midland University 1996 — 2000
BSBA, Marketing, Management
Keith Graeve's Orizon Group Experience 1989 - 2007
Job President Crane Coffee LLC
Industry Retail
Experience
Crane Coffee LLC November 2011 - Present
K & L Coffeehouses LLC September 2008 - Present
Orizon Group 1989 - 2007
Education
Creighton University 1965 — 1968
BSBA, Accounting
Crane Coffee LLC November 2011 - Present
K & L Coffeehouses LLC September 2008 - Present
Orizon Group 1989 - 2007
Education
Creighton University 1965 — 1968
BSBA, Accounting
Heidi Avalon's Orizon Group Experience October 2003 - December 2004
Job at Heidi S. Avalon
Industry Higher Education
Experience
Bellevue University March 2005 - Present
Heidi Avalon December 2004 - Present
Orizon Group October 2003 - December 2004
BKD CPAs & Advisors August 2000 - October 2003
Education
Kansas State University 1995 — 2000
Masters, Accounting
Bellevue University March 2005 - Present
Heidi Avalon December 2004 - Present
Orizon Group October 2003 - December 2004
BKD CPAs & Advisors August 2000 - October 2003
Education
Kansas State University 1995 — 2000
Masters, Accounting