Plancorp, Inc.
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Plancorp, Inc. Employees
Employee
Years
Job
Industry
Austin Dean Linden III Austin Dean Linden III's Plancorp, Inc. Experience 1996 - Present
Job Registered Representative at Cetera Advisor Networks LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc July 1996 - Present
Plancorp, Inc. 1996 - Present
Walnut Street Securities, Inc. August 1996 - August 2013
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Services, Investments, Securities, Investment Management, FINRA, Wealth
Education
Kent State University 1983 — 1988
BA English; BBA Business Mgmt.
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc July 1996 - Present
Plancorp, Inc. 1996 - Present
Walnut Street Securities, Inc. August 1996 - August 2013
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Services, Investments, Securities, Investment Management, FINRA, Wealth
Education
Kent State University 1983 — 1988
BA English; BBA Business Mgmt.
Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP® Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP®'s Plancorp, Inc. Experience September 2012 - Present
Job Financial Planner at Plancorp, Inc.
Industry Financial Services
Experience
Plancorp, Inc. September 2012 - Present
Cetera Advisor Networks LLC September 2012 - Present
Financial Management Strategies, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. February 2008 - September 2012
Lincoln Financial Advisors February 2004 - February 2008
GE Financial Advisors February 2003 - February 2004
Western-Southern Life Insurance Company October 1991 - February 2003
Liberty National Life Insurance Company October 1985 - October 1991
Skills
Retirement Planning, Insurance, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, Financial Advisory, Series 63, Fixed Annuities, Securities, 401k, IRAs, Investment Strategies, Asset Managment
Education
Rockford University 1980 — 1984
B.S., Pyschology
Plancorp, Inc. September 2012 - Present
Cetera Advisor Networks LLC September 2012 - Present
Financial Management Strategies, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. February 2008 - September 2012
Lincoln Financial Advisors February 2004 - February 2008
GE Financial Advisors February 2003 - February 2004
Western-Southern Life Insurance Company October 1991 - February 2003
Liberty National Life Insurance Company October 1985 - October 1991
Skills
Retirement Planning, Insurance, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, Financial Advisory, Series 63, Fixed Annuities, Securities, 401k, IRAs, Investment Strategies, Asset Managment
Education
Rockford University 1980 — 1984
B.S., Pyschology
Michael McCartney Michael McCartney's Plancorp, Inc. Experience September 2008 - July 2010
Job President of McCartney Wealth Management
Industry Investment Management
Experience
McCartney Wealth Management LLC August 2010 - Present
Plancorp, Inc. September 2008 - July 2010
Environmental Liability Transfer, Inc. June 2006 - August 2008
Commercial Development Company, Inc. June 2006 - August 2008
Anheuser-Busch Companies, Inc. 1995 - 2006
McDonnell Douglas Company 1993 - 1995
Lewis, Rice & Fingersh August 1989 - July 1993
Baker & Hostetler LLP May 1988 - August 1988
Skills
Estate Planning, Investment Advisory, Financial Planning, Investments, Asset Management, Wealth Management, Portfolio Management, Mergers, Retirement, Asset Allocation, Corporate Governance, Compliance, Due Diligence, Finance
Education
Indiana University - Kelley School of Business 1985 — 1989
MBA, Finance
Indiana University School of Law—Bloomington 1985 — 1989
JD, Law
Indiana University Bloomington 1982 — 1985
BS - Bus, Accounting
Vianney 1978 — 1982
St. Margaret Mary 1970 — 1978
McCartney Wealth Management LLC August 2010 - Present
Plancorp, Inc. September 2008 - July 2010
Environmental Liability Transfer, Inc. June 2006 - August 2008
Commercial Development Company, Inc. June 2006 - August 2008
Anheuser-Busch Companies, Inc. 1995 - 2006
McDonnell Douglas Company 1993 - 1995
Lewis, Rice & Fingersh August 1989 - July 1993
Baker & Hostetler LLP May 1988 - August 1988
Skills
Estate Planning, Investment Advisory, Financial Planning, Investments, Asset Management, Wealth Management, Portfolio Management, Mergers, Retirement, Asset Allocation, Corporate Governance, Compliance, Due Diligence, Finance
Education
Indiana University - Kelley School of Business 1985 — 1989
MBA, Finance
Indiana University School of Law—Bloomington 1985 — 1989
JD, Law
Indiana University Bloomington 1982 — 1985
BS - Bus, Accounting
Vianney 1978 — 1982
St. Margaret Mary 1970 — 1978
David Leszcz David Leszcz's Plancorp, Inc. Experience March 1997 - March 2012
Job Principal at Employee Benefits International
Industry Insurance
Experience
Employee Benefits International March 2012 - Present
Plancorp, Inc. March 1997 - March 2012
Skills
Management, Alternative Investments, Disability Insurance, Retirement Planning, Property & Casualty..., Customer Service, Investments, Strategic Financial..., Risk Management, Health Insurance, 401k
Education
St. Ignatius High School
Kent State University
B.S., Business Administration, Marketing
Employee Benefits International March 2012 - Present
Plancorp, Inc. March 1997 - March 2012
Skills
Management, Alternative Investments, Disability Insurance, Retirement Planning, Property & Casualty..., Customer Service, Investments, Strategic Financial..., Risk Management, Health Insurance, 401k
Education
St. Ignatius High School
Kent State University
B.S., Business Administration, Marketing
Joseph M. Jay Dzurilla Joseph M. Jay Dzurilla's Plancorp, Inc. Experience December 2009 - August 2010
Job Member / Treasurer / President / Past President / Member at Rotary Clube of Strongsville
Industry Public Relations and Communications
Experience
Hanson House May 2010 - Present
Self-Employed, Sports Official for Ohio High School Athletic Asocation l March 2006 - Present
"AVM Support Group" 1995 - Present
Strongsville Emergency Hunger Food Bank June 1988 - Present
Rotary Clube of Strongsville January 1982 - Present
Tenreb Inc. 1973 - Present
Search Americas Group May 2006 - January 2014
YMCA of Greater Cleveland July 1997 - October 2012
Plancorp, Inc. December 2009 - August 2010
Walnut Street Securities, Inc. December 2009 - August 2010
Skills
Mortgage Lending, Coaching, Mentoring, Community Relations, Leadership Development, Team Building, Public Speaking, Refinance, Mortgage, Mortgage Industry, Hiring, Performance Management, Change Management, Teaching, Problem Solving, Team Leadership, Organizational..., Mortgage Banking, First Time Home Buyers, Public Relations, Team Management, Talent Management, Internal Communications, Counseling, Supervisory Skills, Staff Development, Mortgage Planning, Strategic Planning, Residential Mortgages, Event Planning, Loans, Executive Coaching, Non-profits, Psychotherapy, Community Development, Recruiting, Event Management, Fundraising, Community Outreach, Certified Mortgage..., Leadership, Program Management, Social Media, Nonprofits, Newsletters, Grant Writing, Time Management, Training, Budgets, Volunteer Management
Education
John Carroll University 1972 — 1977
Bachelor of Science ( "BS" )_
Cleveland St. Ignatius HS 1972 — 1976
Hanson House May 2010 - Present
Self-Employed, Sports Official for Ohio High School Athletic Asocation l March 2006 - Present
"AVM Support Group" 1995 - Present
Strongsville Emergency Hunger Food Bank June 1988 - Present
Rotary Clube of Strongsville January 1982 - Present
Tenreb Inc. 1973 - Present
Search Americas Group May 2006 - January 2014
YMCA of Greater Cleveland July 1997 - October 2012
Plancorp, Inc. December 2009 - August 2010
Walnut Street Securities, Inc. December 2009 - August 2010
Skills
Mortgage Lending, Coaching, Mentoring, Community Relations, Leadership Development, Team Building, Public Speaking, Refinance, Mortgage, Mortgage Industry, Hiring, Performance Management, Change Management, Teaching, Problem Solving, Team Leadership, Organizational..., Mortgage Banking, First Time Home Buyers, Public Relations, Team Management, Talent Management, Internal Communications, Counseling, Supervisory Skills, Staff Development, Mortgage Planning, Strategic Planning, Residential Mortgages, Event Planning, Loans, Executive Coaching, Non-profits, Psychotherapy, Community Development, Recruiting, Event Management, Fundraising, Community Outreach, Certified Mortgage..., Leadership, Program Management, Social Media, Nonprofits, Newsletters, Grant Writing, Time Management, Training, Budgets, Volunteer Management
Education
John Carroll University 1972 — 1977
Bachelor of Science ( "BS" )_
Cleveland St. Ignatius HS 1972 — 1976
Bill Geraci Bill Geraci's Plancorp, Inc. Experience September 2005 - February 2007
Job President MagicHealthBenefits.com | Group Insurance Consultants
Industry Insurance
Experience
MAGIC - Metro Area Group Insurance Consultants February 2007 - Present
Plancorp, Inc. September 2005 - February 2007
Enterprise Group Planning July 2001 - September 2005
Skills
Employee Benefits, Management, Marketing, Account Management, Brokers, Pricing, Insurance, Sales Management, Claim, Small Business, Negotiation, Strategic Planning, Health Insurance, Customer Service, Underwriting, Public Speaking, Self Funding, Life Insurance, Self-funded
Education
University of Nebraska at Omaha 1978 — 1980
Bachelor of General Studies, Business Administration
MAGIC - Metro Area Group Insurance Consultants February 2007 - Present
Plancorp, Inc. September 2005 - February 2007
Enterprise Group Planning July 2001 - September 2005
Skills
Employee Benefits, Management, Marketing, Account Management, Brokers, Pricing, Insurance, Sales Management, Claim, Small Business, Negotiation, Strategic Planning, Health Insurance, Customer Service, Underwriting, Public Speaking, Self Funding, Life Insurance, Self-funded
Education
University of Nebraska at Omaha 1978 — 1980
Bachelor of General Studies, Business Administration
Brett Spencer, MS, CFP®'s Plancorp, Inc. Experience July 2012 - May 2014
Job Financial Planner
Industry Financial Services
Experience
D3 Financial Counselors LLC July 2015 - Present
Balasa Dinverno Foltz LLC June 2014 - May 2015
Plancorp, Inc. July 2012 - May 2014
Francis Financial May 2011 - August 2011
Volunteer Income Tax Assistance January 2011 - April 2011
State Farm Insurance June 2006 - August 2010
Skills
Strategic Financial..., Retirement Planning, Risk Management, Finance, Investment Strategies, Financial Planning, Investments, Asset Management, Tax, Wealth Management
Education
Texas Tech University 2010 — 2012
MS, Financial Planning
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Financial Planning
D3 Financial Counselors LLC July 2015 - Present
Balasa Dinverno Foltz LLC June 2014 - May 2015
Plancorp, Inc. July 2012 - May 2014
Francis Financial May 2011 - August 2011
Volunteer Income Tax Assistance January 2011 - April 2011
State Farm Insurance June 2006 - August 2010
Skills
Strategic Financial..., Retirement Planning, Risk Management, Finance, Investment Strategies, Financial Planning, Investments, Asset Management, Tax, Wealth Management
Education
Texas Tech University 2010 — 2012
MS, Financial Planning
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Financial Planning
Theresa Tracy Haden Theresa Tracy Haden's Plancorp, Inc. Experience September 2011 - August 2013
Job Financial Mathematics & Algebra II Teacher Hansberry College Prep at The Noble Network of Charter Schools
Industry Primary/Secondary Education
Experience
The Noble Network of Charter Schools August 2015 - Present
St. Teresa's Academy January 2015 - May 2015
Plancorp, Inc. September 2011 - August 2013
Clayton Corporation May 2011 - August 2011
University of Missouri June 2010 - May 2011
Kansas City Wizards May 2009 - August 2009
Skills
Microsoft Office, Microsoft CRM, Salesforce.com, Spanish-speaking, Spanish Literature
Education
University College Dublin 2013 — 2014
MA in Education, Education, Suma Cum Laude
University of Missouri-Columbia 2007 — 2011
BSBA, BA, International Business, Spanish Language and Literature, Magna Cum Laude
St. Teresa's Academy 2003 — 2007
Centre of English Studies
Certified English Language Teacher
The Noble Network of Charter Schools August 2015 - Present
St. Teresa's Academy January 2015 - May 2015
Plancorp, Inc. September 2011 - August 2013
Clayton Corporation May 2011 - August 2011
University of Missouri June 2010 - May 2011
Kansas City Wizards May 2009 - August 2009
Skills
Microsoft Office, Microsoft CRM, Salesforce.com, Spanish-speaking, Spanish Literature
Education
University College Dublin 2013 — 2014
MA in Education, Education, Suma Cum Laude
University of Missouri-Columbia 2007 — 2011
BSBA, BA, International Business, Spanish Language and Literature, Magna Cum Laude
St. Teresa's Academy 2003 — 2007
Centre of English Studies
Certified English Language Teacher
Gretchen McKinley's Plancorp, Inc. Experience August 2007 - October 2009
Job Customer Service/Inside Sales Rep at Lydey Automation
Industry Industrial Automation
Experience
Lydey Automation April 2013 - Present
Goschinski's Fin Feather Fur Outfitters LLC August 2011 - April 2013
Plancorp, Inc. August 2007 - October 2009
Best Reward Credit Union October 2002 - December 2006
KeyBanc Capital Markets September 1995 - November 1996
J.C. Bradford & Company, Inc. June 1994 - August 1995
Kemper Securities, Inc. June 1992 - May 1994
Skills
Microsoft Excel, Manufacturing
Education
New England Culinary Institute 1996 — 1997
Culinary Arts/Chef Training
Ohio Wesleyan University 1989 — 1992
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Lydey Automation April 2013 - Present
Goschinski's Fin Feather Fur Outfitters LLC August 2011 - April 2013
Plancorp, Inc. August 2007 - October 2009
Best Reward Credit Union October 2002 - December 2006
KeyBanc Capital Markets September 1995 - November 1996
J.C. Bradford & Company, Inc. June 1994 - August 1995
Kemper Securities, Inc. June 1992 - May 1994
Skills
Microsoft Excel, Manufacturing
Education
New England Culinary Institute 1996 — 1997
Culinary Arts/Chef Training
Ohio Wesleyan University 1989 — 1992
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Deana Zevnik's Plancorp, Inc. Experience July 2007 - March 2012
Job EMR Activation Specialist
Industry Information Technology and Services
Experience
Alego Health September 2012 - Present
HERBALIFE an Independent Distributor July 2011 - Present
Plancorp, Inc. July 2007 - March 2012
Innovex/Advancis Pharmaceuticals June 2006 - July 2007
inVentiv Health August 2005 - February 2006
Skills
Pharmaceutical Sales, Sales, Account Management, Marketing, Customer Service, Entrepreneurship, Nutrition, Fitness, Weight Management, Small Business, Social Networking, Online Marketing, Marketing Strategy, Social Media Marketing, Coaching, Online Advertising
Education
Kent State University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing with a minor in Computer Information Systems
Alego Health September 2012 - Present
HERBALIFE an Independent Distributor July 2011 - Present
Plancorp, Inc. July 2007 - March 2012
Innovex/Advancis Pharmaceuticals June 2006 - July 2007
inVentiv Health August 2005 - February 2006
Skills
Pharmaceutical Sales, Sales, Account Management, Marketing, Customer Service, Entrepreneurship, Nutrition, Fitness, Weight Management, Small Business, Social Networking, Online Marketing, Marketing Strategy, Social Media Marketing, Coaching, Online Advertising
Education
Kent State University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing with a minor in Computer Information Systems
Jamie Cailteux's Plancorp, Inc. Experience November 2014 - Present
Job Client Service Representative at Plancorp, Inc.
Industry Banking
Experience
Plancorp, Inc. November 2014 - Present
Wells Fargo Dealer Services April 2014 - October 2014
Nationstar Mortgage March 2013 - April 2014
Citibank (Banamex USA) September 2011 - March 2013
The Phoenix Group - POS June 2009 - September 2011
Skills
Customer Service
Education
Kansas State University 1986 — 1990
Bachelor of Science (BS), Apparel and Textile Marketing Management
Plancorp, Inc. November 2014 - Present
Wells Fargo Dealer Services April 2014 - October 2014
Nationstar Mortgage March 2013 - April 2014
Citibank (Banamex USA) September 2011 - March 2013
The Phoenix Group - POS June 2009 - September 2011
Skills
Customer Service
Education
Kansas State University 1986 — 1990
Bachelor of Science (BS), Apparel and Textile Marketing Management