Pathway Financial Design

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Pathway Financial Design Employees

Employee
Years
Job
Industry
Marissa Laursen Marissa Laursen Phoenix, Arizona Area Details
Marissa Laursen's Pathway Financial Design Experience February 2006 - October 2007
Job Flight Attendant
Industry Airlines/Aviation
Experience
Endeavor Air/Delta Airlines   November 2003 - Present
Pathway Financial Design   February 2006 - October 2007
Primerica  November 2000 - February 2006

Skills
Customer Service, Investments, Marketing, Leadership, Mortgage Lending, Insurance, Loans, Life Insurance

Education
Arellano University
Bachelor of Science in Business Administration, Management

Centro Escolar University
2.5 years toward a Bachelor in Nursing

Joel Broersma CFP­, EA Joel Broersma CFP­, EA Greater Grand Rapids, Michigan Area Details
Joel Broersma CFP­, EA's Pathway Financial Design Experience 2004 - Present
Job President at HBW Securities LLC
Industry Financial Services
Experience
HBW Securities LLC   October 2014 - Present
HBW Advisory Services LLC   2008 - Present
State Licenses   2007 - Present
HBW Securities LLC   2006 - Present
Pathway Financial Design   2004 - Present
HBW Insurance & Financial Services, Inc.   2004 - Present
Broersma and Associates   2004 - Present
Clark Financial Group   2005 - December 2011

Skills
Estate Planning, Strategic Financial..., Investments, Securities, Insurance, IRS Enrolled Agent, Life Insurance, Financial Planners, Long Term Care Insurance, Financial Advisory, Financial Services, IRAs, Retirement Planning, 401k, Retirement, Fixed Annuities, Finance, Mutual Funds, Term Life Insurance, Investment Advisory, Long-term Care, Wealth Accumulation, Roth IRA, Disability Insurance, Financial Education, Protection..., Employee Stock Options, FINRA, Tax-advantaged..., Health Insurance, Loans, High Deductible Health..., Financial Analysis, General Securities..., Investment Strategies

Education
College for Financial Planning   2004 — 2006
CFP(R), Financial Planning

Dave Veltkamp Dave Veltkamp Greater Grand Rapids, Michigan Area Details
Dave Veltkamp's Pathway Financial Design Experience June 2005 - Present
Job Senior Partner, Pathway Financial Design
Industry Financial Services
Experience
Pathway Financial Design   June 2005 - Present
HBW Insurance & Financial Services, Inc.   2005 - Present
Pathway Financial Design   1981 - Present

Skills
Retirement Planning, Insurance, Strategic Financial..., Investments, Retirement, Finance, Wealth Management, Securities, Financial Planners, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Wealth, Financial Advisory, Small Business, Estate Planning, IRAs, Disability Insurance, Asset Management, Investment Strategies, Life Insurance, Business Planning, Investment Advisory, Income Protection, Pensions, Financial Planning, Mortgage Lending, Long-term Care

Education
Calvin College   1969 — 1973
BA, Spanish & History

Darren Vink P.E. Darren Vink P.E. Greater Grand Rapids, Michigan Area Details
Darren Vink P.E.'s Pathway Financial Design Experience 2008 - 2010
Job Civil Engineer / Inspection at Driesenga & Associates, Inc.
Industry Architecture & Planning
Experience
Driesenga & Associates, Inc.   April 2013 - Present
Wightman & Associates, Inc.   April 2011 - April 2013
Fishbeck Thompson Carr & Huber  May 1998 - April 2011
Pathway Financial Design   2008 - 2010
Grand Rapids Testing   1997 - 1997

Skills
Road Construction, Bridge Construction, Traffic Control, NPDES, Inspection, Testing, Concrete, Road, Water, Bridge, Drainage, Construction, Municipalities, Project Management, Grading, Erosion Control, Stormwater Management, Civil Engineering, Sewer, Site Development, Land Development, Site Plans

Education
Calvin College   1993 — 1998
BS, Civil Engineering

Steve Tower Steve Tower Greater Grand Rapids, Michigan Area Details
Steve Tower's Pathway Financial Design Experience 2006 - November 2013
Job Adjunct Professor in PGS program of Cornerstone University
Industry Higher Education
Experience
Cornerstone University, PGS   June 2006 - Present
HBW Insurance & Financial Services  November 2006 - November 2013
Pathway Financial Design   2006 - November 2013
Grandville Public Schools  August 1972 - June 2008
126th US Army Band/Michigan National Guard   June 1971 - June 1999
ABWE  August 1997 - June 1998
ABWE  August 1988 - June 1989

Skills
Coaching, Community Outreach, Customer Service, Finance, Financial Services, Insurance, Leadership Development, Non-profits, Public Speaking, Retirement, Strategic Planning, Teaching, Team Building, Higher Education, Leadership, Staff Development, Strategic Financial..., Training, Management, Instructional Design, Budgets, Fundraising

Education
Michigan State University   1974 — 1979
MA, Administration

Grand Valley State University   1968 — 1972
BS, Education

Matt VanOrder Matt VanOrder Greater Grand Rapids, Michigan Area Details
Matt VanOrder's Pathway Financial Design Experience July 2010 - February 2014
Job DeLong & Brower PC
Industry Financial Services
Experience
DeLong & Brower PC   February 2014 - Present
Cetera Financial Specialists  February 2014 - Present
EveningStar Capital   October 2012 - December 2014
HBW Securities, LLC   January 2013 - February 2014
HBW Insurance & Financial Services  October 2010 - February 2014
HBW Advisory Services, LLC   October 2010 - February 2014
Pathway Financial Design   July 2010 - February 2014
Pro Players Services   May 2013 - January 2014
Holland Global Trading   July 2011 - September 2012
Edward Jones  April 2010 - July 2011

Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Financial Analysis, Personal Financial..., Alternative Investments, Sales Management, Finance, Series 7, Estate Planning, Budgets, Wealth Accumulation..., Tactical Asset..., Series 6, Series 63, Retirement Planning, Wealth Preservation..., Sales Presentations, Salesforce.com, CRPC, Licensed Life & Health..., Debt Elimination, Fixed Annuities, Financial Planning, Budget

Education
Indiana Wesleyan University   1991 — 1996
BS, Business Administration

Charley Staab, CIC Charley Staab, CIC Greater Detroit Area Details
Charley Staab, CIC's Pathway Financial Design Experience 2011 - September 2011
Job Underwriting Specialist Business Development Large Accounts at Accident Fund Insurance Company of America
Industry Insurance
Experience
Accident Fund Insurance Company of America  April 2015 - Present
Brown & Brown of Michigan, Inc.   September 2011 - Present
Pathway Financial Design   2011 - September 2011
MCIM  2004 - 2011
American Physicians Capital   February 1997 - March 2004
CIGNA P & C   September 1982 - February 1997

Skills
Workers Compensation, Insurance, Liability, Property & Casualty..., Underwriting, Healthcare, Risk Management, Business Development, Training, Student of Cyber..., General Insurance, Management, Employment Practices..., Marketing, Licensed Property &..., Reinsurance, Commercial Insurance, Professional Liability, Commercial Lines, D&O, Leadership, Brokers, Liability Analysis, Umbrella Insurance, Legal Liability, Casualty, Excess, Customer Service

Education
Illinois State University   1970 — 1973
Bachelor's Degree, Insurance, Risk Managemnt and Business Adminstration

Eastern Illinois University   1968 — 1970
business adiministration

Luke Bartlett Luke Bartlett Bloomington/Normal, Illinois Area Details
Luke Bartlett's Pathway Financial Design Experience April 2008 - Present
Job Maintenance Technician at PTC Alliance
Industry Mining & Metals
Experience
PTC Alliance  November 2011 - Present
Pathway Financial Design   April 2008 - Present
PFS  February 2005 - Present
Bartlett Pair Productions   2002 - Present
Target  June 2006 - June 2009
IBEW 134  2000 - 2005

Skills
Real Estate, Leadership, Management, Investments, Illustrator, Time Management, Insurance, Finance, Investment Properties, After Effects, Loans, Customer Service, Financial Services, Graphics, Social Media, Video, Budgets, Public Speaking, Social Networking, QuarkXPress, Research, Microsoft Office, Strategic Planning

Education
Columbia College Chicago   1996 — 2003
Bachelor of Arts (B.A.)

Roger Novakowski Roger Novakowski Greater Grand Rapids, Michigan Area Details
Roger Novakowski's Pathway Financial Design Experience April 2003 - December 2008
Job Accounting Services Professional
Industry Investment Management
Experience
Charter Communications  November 2009 - May 2011
Pathway Financial Design   April 2003 - December 2008
Godwin Hardware & Plumbing, Inc.   March 1993 - April 2005

Skills
Sales, Accounts Receivable, Accounts Payable, Accounting, Finance, Spreadsheets, Outlook, Administrative..., Office Management, Microsoft Excel, Expenses, Financial Analysis, Office Administration, Microsoft Office, PowerPoint, Payroll, Account Reconciliation, Microsoft Word, Data Entry, Financial Reporting, Confidentiality

Education
Davenport University   1992 — 1999

Michael Bricker Michael Bricker Greater Detroit Area Details
Michael Bricker's Pathway Financial Design Experience June 2006 - February 2009
Job Owner at Bricker Enterprises
Industry Electrical/Electronic Manufacturing
Experience
Shively Bros Inc   September 2009 - Present
Bricker Enterprises   August 2009 - Present
Bankers Life and Casualty  March 2009 - October 2009
Bobier Tool Supply   February 2007 - February 2009
Pathway Financial Design   June 2006 - February 2009
Hicks Equipment   December 1989 - December 2002

Skills
Life Insurance, Disability Insurance, Financial Advisory, Product Development, Retirement, Team Building, Manufacturing, Long-term Care, Public Speaking, Microsoft Office, Leadership, Customer Service, Inventory Management, Small Business, Budgets, Management, Training, Coaching, Electronics, Strategic Planning, Process Improvement, System Administration, Operations Management, Purchasing, Team Leadership, Start-ups, Entrepreneurship, New Business Development, Business Development, Account Management

Education
Mott Community College   2004 — 2007
Electronics, Electronics, accounting

Sam J. Nyambe Sam J. Nyambe Greater Grand Rapids, Michigan Area Details
Sam J. Nyambe's Pathway Financial Design Experience May 2006 - 2008
Job Certified Field Rep at Stericycle
Industry Think Tanks
Experience
Stericycle  April 2012 - Present
Harvard Risk Management Corporation  April 2014 - January 2015
First Right Investment Ltd (Zambia)   March 2012 - January 2015
Quality Edge  March 2012 - March 2013
Comfort Keepers  September 2009 - July 2012
Renal Advantage Inc.  May 2002 - February 2009
Pathway Financial Design   May 2006 - 2008

Skills
Entrepreneurship, Training, Strategic Planning, Personal Development, Public Speaking, Team Building, Customer Service, Healthcare, Product Development, Marketing, Small Business, Sales, Coaching, Leadership, Management, Budgets, New Business Development, Time Management, Start-ups, Social Networking, Business Development, Sourcing, Finance, Analysis, Strategy, Business Planning, Business Strategy, Team Leadership, Risk Management

Education
Davenport University   2005 — 2008
Finance, Financial Planning

Davenport University-Eastern Region   2004 — 2008
BA, Finance

Ronald Eady Ronald Eady Greater Detroit Area Details
Ronald Eady's Pathway Financial Design Experience October 2005 - Present
Job Representative at Pathway Financial Design
Industry Financial Services
Experience
Pathway Financial Design   October 2005 - Present
Ford Motor Company  July 1976 - March 2007

Skills
Automotive, Team Building, Program Management, Six Sigma, Customer Service, Project Planning, Nonprofits, Coaching, Strategic Planning, Budgets, Microsoft Office, Process Improvement, Public Speaking, Management, Sales

Education
University of Detroit Mercy
MBA, Finance

Wayne State University
BSME, Engineering

Keith Longcore Keith Longcore Greater Grand Rapids, Michigan Area Details
Keith Longcore's Pathway Financial Design Experience February 2009 - June 2012
Job Auditor at PRGX
Industry Financial Services
Experience
PRGX  August 2014 - March 2015
Xtend, Inc   June 2012 - August 2014
Pathway Financial Design   February 2009 - June 2012
Pathway Financial Design   November 2009 - August 2011

Skills
Non-profits, Strategic Planning, Public Speaking, Nonprofits, Budgets, Training, Analysis, Insurance, Auditing, Customer Service, Team Building, Teaching, Leadership

Education
Grand Valley State University   1997 — 2003
M. Ed, Educational Technology

University of Michigan   1990 — 1995
B. A., Mathematics

Dave Leibson Dave Leibson Greater Detroit Area Details
Dave Leibson's Pathway Financial Design Experience February 2000 - September 2007
Job Writing and Editing Professional
Industry
Experience
Pathway Financial Design   February 2000 - September 2007

Education
Grand Valley State University   1992 — 1995
BA, Communications

Grand Rapids Community College   1975 — 1978
Associates, Journalism

Grand Rapids Creston High Schoool   1972 — 1975
diploma, general

marie van order marie van order Greater Grand Rapids, Michigan Area Details
marie van order's Pathway Financial Design Experience April 2008 - Present
Job Had a Director position at BeautiControl
Industry Financial Services
Experience
Pathway Financial Design   April 2008 - Present
BeautiControl  February 1987 - Present

Skills
Financial Planning, Retail Management, Customer Service

Education
Ferris State University   1967 — 1969

Lori DeLand Lori DeLand Greater Grand Rapids, Michigan Area Details
Lori DeLand's Pathway Financial Design Experience May 2012 - February 2013
Job Legal Assistant at Marcia R. Meoli, PLLC
Industry Legal Services
Experience
Marcia R. Meoli, PLLC   June 2015 - Present
Hann Persinger PC   February 2013 - May 2015
Pathway Financial Design   May 2012 - February 2013
Avanti Law Group, PLLC  September 2012 - December 2012
Peace Lutheran Church  November 1999 - December 2009
Kandu Industries Inc  June 1994 - November 1999
Holland Area Chamber of Commerce   1990 - 1992

Skills
MS Word, Excel, Quickbooks, MS Publisher, Gold Key Certified, Westlaw, PowerPoint, Switchboard, 62 wpm typing speed, Outlook, Salesforce.com, Skype, Tabs 3, CaseMap, Microsoft Word, Administrative..., Microsoft Excel, QuickBooks

Education
Davenport University   2011 — 2012
Post-Baccalaureate certificate program; ABA, Paralegal Studies

Adrian College   1984 — 1988
Bachelor of Arts degree, English; writing