Retirement Strategies, Inc.
Industry: Company
DescriptionFounded: 1997 Parent organization: Ascensus
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Retirement Strategies, Inc. Employees
Employee
Years
Job
Industry
Cherise Powell-Alark Cherise Powell-Alark's Retirement Strategies, Inc. Experience January 2015 - July 2015
Job Accounting
Industry Accounting
Experience
Liberty Tax Servises November 2012 - Present
Retirement Strategies, Inc. January 2015 - July 2015
Liberty Tax Service December 2013 - January 2015
Ascend One September 2008 - January 2011
Debt Shield February 2005 - June 2008
The Law offices of Heidi S. Kenny LLC September 2004 - May 2006
Accountemps April 2002 - September 2004
BankOne 2001 - November 2001
North Shore Agency, Inc. 1997 - 2001
1800flowers.com 1996 - 1997
Skills
Access, Income Tax, Customer Service, Microsoft Word, Microsoft Excel, Software Documentation, SAP, Magellan, Davox, PACER, CBR, Data Entry, Soft Skills, FDCPA, HIPAA, Legal Assistance, Legal Documents, Customer Retention, Negotiation, Legal Research, Collections, Finance, Microsoft Office, Accounts Receivable, Forecasting, Loans, Accounting, Call Centers, Insurance, Outlook, Tax Preparation, Bookkeeping, Financial Planners, Strategic Financial..., Credit, Financial Planning
Education
University of Phoenix- Augusta Geogia 2012 — 2015
Bachelor of Science (BS)
The Community College of Baltimore County 2003 — 2003
Certified
Liberty Tax Servises November 2012 - Present
Retirement Strategies, Inc. January 2015 - July 2015
Liberty Tax Service December 2013 - January 2015
Ascend One September 2008 - January 2011
Debt Shield February 2005 - June 2008
The Law offices of Heidi S. Kenny LLC September 2004 - May 2006
Accountemps April 2002 - September 2004
BankOne 2001 - November 2001
North Shore Agency, Inc. 1997 - 2001
1800flowers.com 1996 - 1997
Skills
Access, Income Tax, Customer Service, Microsoft Word, Microsoft Excel, Software Documentation, SAP, Magellan, Davox, PACER, CBR, Data Entry, Soft Skills, FDCPA, HIPAA, Legal Assistance, Legal Documents, Customer Retention, Negotiation, Legal Research, Collections, Finance, Microsoft Office, Accounts Receivable, Forecasting, Loans, Accounting, Call Centers, Insurance, Outlook, Tax Preparation, Bookkeeping, Financial Planners, Strategic Financial..., Credit, Financial Planning
Education
University of Phoenix- Augusta Geogia 2012 — 2015
Bachelor of Science (BS)
The Community College of Baltimore County 2003 — 2003
Certified
Gabrielle Davis Gabrielle Davis's Retirement Strategies, Inc. Experience May 2012 - October 2013
Job Accountant II at Georgia Institute of Technology
Industry Financial Services
Experience
Georgia Institute of Technology June 2015 - Present
Global Spectrum February 2014 - June 2015
Southeast QSR, LLC December 2013 - February 2014
Retirement Strategies, Inc. May 2012 - October 2013
Global Spectrum December 2010 - May 2012
Belk November 2010 - May 2012
Skills
401k, Tax, Retirement, Microsoft Excel, Microsoft Office, Customer Service, Financial Statement..., Loan Origination, Mutual Funds, General Ledger, Accounts Receivable, Accounts Payable, Invoicing, Public Speaking, Accounting, Payroll, Finance, Sales, Microsoft Word, PowerPoint
Education
University of South Carolina-Aiken 2008 — 2012
Bachelor of Science (BS), Accounting, Graduate
Barnwell High School 2004 — 2008
International Baccalaureate HS Diploma
Georgia Institute of Technology June 2015 - Present
Global Spectrum February 2014 - June 2015
Southeast QSR, LLC December 2013 - February 2014
Retirement Strategies, Inc. May 2012 - October 2013
Global Spectrum December 2010 - May 2012
Belk November 2010 - May 2012
Skills
401k, Tax, Retirement, Microsoft Excel, Microsoft Office, Customer Service, Financial Statement..., Loan Origination, Mutual Funds, General Ledger, Accounts Receivable, Accounts Payable, Invoicing, Public Speaking, Accounting, Payroll, Finance, Sales, Microsoft Word, PowerPoint
Education
University of South Carolina-Aiken 2008 — 2012
Bachelor of Science (BS), Accounting, Graduate
Barnwell High School 2004 — 2008
International Baccalaureate HS Diploma
Fain Dye, QPA, QKA Fain Dye, QPA, QKA's Retirement Strategies, Inc. Experience April 2004 - Present
Job Managing DirectorMid Markets
Industry Financial Services
Experience
Retirement Strategies, Inc. April 2004 - Present
Cleveland & Anderson CPA 1997 - 2004
Skills
401k, Retirement, Auditing, Pensions, Pension Administration, Payroll, Profit Sharing, Retirement Plan..., ERISA, Defined Contribution, Tax, Financial Advisory, Qualified Retirement..., Asset Allocation, Business Planning, Defined Benefit
Education
Augusta State University - College of Business Administration 1988 — 1993
BA
Retirement Strategies, Inc. April 2004 - Present
Cleveland & Anderson CPA 1997 - 2004
Skills
401k, Retirement, Auditing, Pensions, Pension Administration, Payroll, Profit Sharing, Retirement Plan..., ERISA, Defined Contribution, Tax, Financial Advisory, Qualified Retirement..., Asset Allocation, Business Planning, Defined Benefit
Education
Augusta State University - College of Business Administration 1988 — 1993
BA
Nicole Beckum Nicole Beckum's Retirement Strategies, Inc. Experience June 2009 - May 2013
Job Controller at TGS Company, Inc. dba Moe's Southwest Grill
Industry Restaurants
Experience
Retirement Strategies, Inc. June 2009 - May 2013
TGS Company, Inc. dba Moe's Southwest Grill 2013 - 2013
Anderson & Adkins, CPA 1999 - 2009
Skills
CPA, Tax, Auditing, Accounting Research, IRS, US GAAP, Financial Statements, Relius Administration, Lacerte, Accounting, Payroll, Pensions, Profit Sharing, 401k, Pension Administration, General Ledger
Education
Georgia Southern University 1994 — 1999
Master's degree, Accounting
Retirement Strategies, Inc. June 2009 - May 2013
TGS Company, Inc. dba Moe's Southwest Grill 2013 - 2013
Anderson & Adkins, CPA 1999 - 2009
Skills
CPA, Tax, Auditing, Accounting Research, IRS, US GAAP, Financial Statements, Relius Administration, Lacerte, Accounting, Payroll, Pensions, Profit Sharing, 401k, Pension Administration, General Ledger
Education
Georgia Southern University 1994 — 1999
Master's degree, Accounting
Brian Furgason's Retirement Strategies, Inc. Experience November 2010 - February 2012
Job If you aren't in over your head, how do you know how tall you are?
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo Advisors September 2014 - Present
Wells Fargo March 2014 - April 2015
Qualified Plan Administrators, Inc. July 2011 - February 2012
Retirement Strategies, Inc. November 2010 - February 2012
Retirement Strategies, Inc. May 2008 - January 2009
Skills
Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Accounting, Management, Customer Service, Finance, Budgets, Microsoft Word, Strategic Planning, Tax, PowerPoint, Analysis, Financial Accounting, Account Reconciliation, Credit, Banking, Portfolio Management, Leadership
Education
Georgia Regents University 2006 — 2009
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Wells Fargo April 2015 - Present
Wells Fargo Advisors September 2014 - Present
Wells Fargo March 2014 - April 2015
Qualified Plan Administrators, Inc. July 2011 - February 2012
Retirement Strategies, Inc. November 2010 - February 2012
Retirement Strategies, Inc. May 2008 - January 2009
Skills
Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Accounting, Management, Customer Service, Finance, Budgets, Microsoft Word, Strategic Planning, Tax, PowerPoint, Analysis, Financial Accounting, Account Reconciliation, Credit, Banking, Portfolio Management, Leadership
Education
Georgia Regents University 2006 — 2009
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Crystal Marie Lewis's Retirement Strategies, Inc. Experience June 2008 - April 2009
Job Financial Planning/ Portfolio Associate with 16 years in the Financial Services Industry.
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2009 - July 2015
Retirement Strategies, Inc. June 2008 - April 2009
A.G. Edwards & Sons, Inc. October 2004 - June 2008
Bank of Hawaii- Bankoh Investment Services, Inc March 2002 - October 2004
Mission Securities, Inc., March 1999 - May 2001
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Trading, Series 7, High Net Worth...
Education
Kaplan Financial 2012 — 2012
Finanical Planning Associate
American InterContinental University 2002 — 2003
AA, Business Administration
Securities License 2000 — 2001
Series 7. 63, 62, 24, 66
Morgan Stanley Smith Barney April 2009 - July 2015
Retirement Strategies, Inc. June 2008 - April 2009
A.G. Edwards & Sons, Inc. October 2004 - June 2008
Bank of Hawaii- Bankoh Investment Services, Inc March 2002 - October 2004
Mission Securities, Inc., March 1999 - May 2001
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Trading, Series 7, High Net Worth...
Education
Kaplan Financial 2012 — 2012
Finanical Planning Associate
American InterContinental University 2002 — 2003
AA, Business Administration
Securities License 2000 — 2001
Series 7. 63, 62, 24, 66
Kessler Johnson Kessler Johnson's Retirement Strategies, Inc. Experience December 2010 - Present
Job New Business Consultant at Retirement Strategies, Inc.
Industry
Experience
Retirement Strategies, Inc. December 2010 - Present
Skills
401k, Retirement, Retirement Plan..., Defined Contribution, Actuarial Science, ERISA, Data Transformation, Pensions, Profit Sharing, Defined Benefit, Pension Administration
Education
University of South Carolina-Aiken 2004 — 2011
Mathematics and Computer Science
Retirement Strategies, Inc. December 2010 - Present
Skills
401k, Retirement, Retirement Plan..., Defined Contribution, Actuarial Science, ERISA, Data Transformation, Pensions, Profit Sharing, Defined Benefit, Pension Administration
Education
University of South Carolina-Aiken 2004 — 2011
Mathematics and Computer Science
Angie Farish's Retirement Strategies, Inc. Experience May 2005 - August 2006
Job Bilingual Business Professional
Industry Accounting
Experience
Frank's International N.V. February 2015 - Present
Sage Automotive Interiors May 2012 - June 2013
Retirement Strategies, Inc. May 2005 - August 2006
Skills
Financial Accounting, Accounts Receivable, Customer Service, ERP Software, Microsoft Office, Spanish, Management, English, Accounting, Account Reconciliation, Finance, Teamwork
Education
Augusta State University 2003 — 2010
Bachelor of Business Administration (B.B.A.), Major in Finance
Frank's International N.V. February 2015 - Present
Sage Automotive Interiors May 2012 - June 2013
Retirement Strategies, Inc. May 2005 - August 2006
Skills
Financial Accounting, Accounts Receivable, Customer Service, ERP Software, Microsoft Office, Spanish, Management, English, Accounting, Account Reconciliation, Finance, Teamwork
Education
Augusta State University 2003 — 2010
Bachelor of Business Administration (B.B.A.), Major in Finance
Jennifer Jeffares Jennifer Jeffares's Retirement Strategies, Inc. Experience January 2014 - Present
Job Executive Assistant at Retirement Strategies, Inc.
Industry Financial Services
Experience
Retirement Strategies, Inc. January 2014 - Present
Skills
Pensions, Retirement Planning, Customer Service, Retirement, Management, 401k, Strategic Planning
Education
Case Western Reserve University
Southern Polytechnic State University
Bachelor of Science (BS), Industrial Engineering
Retirement Strategies, Inc. January 2014 - Present
Skills
Pensions, Retirement Planning, Customer Service, Retirement, Management, 401k, Strategic Planning
Education
Case Western Reserve University
Southern Polytechnic State University
Bachelor of Science (BS), Industrial Engineering
Katryna Beck Katryna Beck's Retirement Strategies, Inc. Experience August 2014 - Present
Job Junior Pension Processor
Industry Entertainment
Experience
Retirement Strategies, Inc. August 2014 - Present
Criterion NDT, Inc. November 2013 - July 2014
Sheetz May 2008 - July 2013
United States Army Heritage and Education Center May 2012 - August 2012
DL Media February 2012 - April 2012
Event Technologies Group September 2011 - November 2011
Music For Everyone/SERIES 42 January 2011 - April 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Event Planning, Public Speaking, Editing, Research, Facebook, Leadership, Teamwork, Mac OS X, Windows, Problem Solving, Press Releases, Customer Satisfaction, Time Management
Education
Full Sail University 2011 — 2012
Bachelor of Science, Entertainment Business, Valedictorian
Millersville University of Pennsylvania 2009 — 2010
Music Business and Technology
Retirement Strategies, Inc. August 2014 - Present
Criterion NDT, Inc. November 2013 - July 2014
Sheetz May 2008 - July 2013
United States Army Heritage and Education Center May 2012 - August 2012
DL Media February 2012 - April 2012
Event Technologies Group September 2011 - November 2011
Music For Everyone/SERIES 42 January 2011 - April 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Event Planning, Public Speaking, Editing, Research, Facebook, Leadership, Teamwork, Mac OS X, Windows, Problem Solving, Press Releases, Customer Satisfaction, Time Management
Education
Full Sail University 2011 — 2012
Bachelor of Science, Entertainment Business, Valedictorian
Millersville University of Pennsylvania 2009 — 2010
Music Business and Technology
Katie Green Katie Green's Retirement Strategies, Inc. Experience January 2012 - November 2012
Job Sales and Marketing Director at Qualified Plans, LLC
Industry Financial Services
Experience
Qualified Plans, LLC January 2013 - Present
Retirement Strategies, Inc. January 2012 - November 2012
John Hancock Retirement Plan Services January 2011 - November 2011
John Hancock Retirement Plan Services June 2008 - December 2010
Fulton County July 2007 - June 2008
Education
The University of Georgia 2002 — 2007
Bachelors, Special Education
Qualified Plans, LLC January 2013 - Present
Retirement Strategies, Inc. January 2012 - November 2012
John Hancock Retirement Plan Services January 2011 - November 2011
John Hancock Retirement Plan Services June 2008 - December 2010
Fulton County July 2007 - June 2008
Education
The University of Georgia 2002 — 2007
Bachelors, Special Education
Femi Isemede Femi Isemede's Retirement Strategies, Inc. Experience 2013 - 2013
Job Qualified Plans Pension & 401(K) Professional. Daily recordkeeping and filing all Governmental returns(5500s)
Industry Human Resources
Experience
MetLife May 2013 - Present
Retirement Strategies, Inc. 2013 - 2013
Nationwide Retirement Consulting Group October 2002 - March 2008
Alltel Corporation April 1998 - August 2002
Financial Decisions March 1991 - June 1997
Skills
Administration, Defined Benefit, 401k, ERISA, Customer Relations, Pensions, Retirement, Compliance, Excel, Microsoft Office, Team Building, Benefits, Insurance, Word, Account Management, Problem Solving, Employee Relations, Financial Analysis, Customer Service, Risk Management, HR Policies, Pension Administration, Vendor Management, Employment Law, Microsoft Word, Organizational..., Operations Management, Compensation & Benefit, Retirement Plan..., Banking, Mergers & Acquisitions, Employee Benefits, Process Improvement, Talent Acquisition, Retirement Planning, Time Management, Training, PeopleSoft, Microsoft Excel, Access, Actuarial Science, Accounting, Recruiting, Lotus Notes, Deferred Compensation, Analysis, Labor Relations, Leadership, Human Resources, Qualified Retirement...
Education
Ashford University 2009 — 2011
BA, Social Criminal Justice, 3.58
UCLA-Extension Classes 1983 — 1984
Administration of Pension & Profit Sharing Plans, 3.45
Emporia State University 1976 — 1979
Accounting/Business Administration
Emporia State University 1976 — 1979
None, Accounting/Business Administration
Edo College, Benin City
MetLife May 2013 - Present
Retirement Strategies, Inc. 2013 - 2013
Nationwide Retirement Consulting Group October 2002 - March 2008
Alltel Corporation April 1998 - August 2002
Financial Decisions March 1991 - June 1997
Skills
Administration, Defined Benefit, 401k, ERISA, Customer Relations, Pensions, Retirement, Compliance, Excel, Microsoft Office, Team Building, Benefits, Insurance, Word, Account Management, Problem Solving, Employee Relations, Financial Analysis, Customer Service, Risk Management, HR Policies, Pension Administration, Vendor Management, Employment Law, Microsoft Word, Organizational..., Operations Management, Compensation & Benefit, Retirement Plan..., Banking, Mergers & Acquisitions, Employee Benefits, Process Improvement, Talent Acquisition, Retirement Planning, Time Management, Training, PeopleSoft, Microsoft Excel, Access, Actuarial Science, Accounting, Recruiting, Lotus Notes, Deferred Compensation, Analysis, Labor Relations, Leadership, Human Resources, Qualified Retirement...
Education
Ashford University 2009 — 2011
BA, Social Criminal Justice, 3.58
UCLA-Extension Classes 1983 — 1984
Administration of Pension & Profit Sharing Plans, 3.45
Emporia State University 1976 — 1979
Accounting/Business Administration
Emporia State University 1976 — 1979
None, Accounting/Business Administration
Edo College, Benin City
Tiffany Beard, CFP®'s Retirement Strategies, Inc. Experience November 2014 - Present
Job at Retirement Strategies, Inc
Industry Financial Services
Experience
Retirement Strategies, Inc November 2014 - Present
Retirement Strategies, Inc. April 2011 - November 2014
Retirement Strategies, Inc. April 2009 - April 2011
Merrill Lynch December 2008 - March 2009
Merrill Lynch August 2005 - November 2008
Region d'Auvergne September 2003 - May 2005
Education
Florida State University 1999 — 2003
BS
Retirement Strategies, Inc November 2014 - Present
Retirement Strategies, Inc. April 2011 - November 2014
Retirement Strategies, Inc. April 2009 - April 2011
Merrill Lynch December 2008 - March 2009
Merrill Lynch August 2005 - November 2008
Region d'Auvergne September 2003 - May 2005
Education
Florida State University 1999 — 2003
BS
Estevan Price's Retirement Strategies, Inc. Experience November 2011 - Present
Job CFO at Retirement Strategies, Inc.
Industry Accounting
Experience
Retirement Strategies, Inc. November 2011 - Present
The Cleveland Group, Certified Public Accountatns & Business Advisors, LLC January 2008 - November 2011
Cherry, Bekaert & Holland May 1995 - August 1998
Skills
QuickBooks, Financial Analysis, Tax Preparation, Payroll, Budgets, Tax, Nonprofits, Accounting, Small Business, Income Tax, Auditing, GAAP, Strategic Financial..., CPA, Internal Controls
Education
Augusta State University 1989 — 1995
BBA, Accounting
Augusta State University - College of Business Administration 1989 — 1995
BBA, Accounting
Retirement Strategies, Inc. November 2011 - Present
The Cleveland Group, Certified Public Accountatns & Business Advisors, LLC January 2008 - November 2011
Cherry, Bekaert & Holland May 1995 - August 1998
Skills
QuickBooks, Financial Analysis, Tax Preparation, Payroll, Budgets, Tax, Nonprofits, Accounting, Small Business, Income Tax, Auditing, GAAP, Strategic Financial..., CPA, Internal Controls
Education
Augusta State University 1989 — 1995
BBA, Accounting
Augusta State University - College of Business Administration 1989 — 1995
BBA, Accounting
Carol Lumpkin's Retirement Strategies, Inc. Experience February 1991 - June 2005
Job CFP, CLU
Industry Financial Services
Experience
Cohutta Banking Company July 2005 - December 2010
Retirement Strategies, Inc. February 1991 - June 2005
Royal Alliance January 1997 - October 2003
Keogler, Morgan & Company, Inc. February 1991 - January 1997
Associated Planners Securities Corporation February 1989 - February 1991
Brown Financial Group June 1981 - February 1991
Private Ledger June 1980 - February 1989
Education
The University of Tennessee at Chattanooga 1967 — 1967
Teaching certificate, Music
Agnes Scott College 1961 — 1965
BA, French and Music
Dalton High School
Cohutta Banking Company July 2005 - December 2010
Retirement Strategies, Inc. February 1991 - June 2005
Royal Alliance January 1997 - October 2003
Keogler, Morgan & Company, Inc. February 1991 - January 1997
Associated Planners Securities Corporation February 1989 - February 1991
Brown Financial Group June 1981 - February 1991
Private Ledger June 1980 - February 1989
Education
The University of Tennessee at Chattanooga 1967 — 1967
Teaching certificate, Music
Agnes Scott College 1961 — 1965
BA, French and Music
Dalton High School
Theresa Beamon's Retirement Strategies, Inc. Experience October 2014 - Present
Job Student at Southern Illinois University, Edwardsville
Industry Computer Networking
Experience
Retirement Strategies, Inc. October 2014 - Present
Education
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Science (BS), Computer Management and information Systems
Retirement Strategies, Inc. October 2014 - Present
Education
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Science (BS), Computer Management and information Systems
Kasey Price, QPA, QKA, ERPA's Retirement Strategies, Inc. Experience September 1997 - Present
Job CEO of Retirement Strategies, Inc.
Industry Financial Services
Experience
Retirement Strategies, Inc. September 1997 - Present
Skills
Defined Benefit, ERISA, Pensions, Retirement Plan..., Profit Sharing, Financial Services, Fixed Annuities, Retirement Planning, 401k, Defined Contribution, ETFs, Management, Estate Planning, Investments, Auditing, Series 63, Financial Advisory, Mutual Funds, Pension Administration, Sales, Retirement, Microsoft Excel, Strategic Planning, Investment Management, Public Speaking, Investment Strategies, New Business Development, Securities, Event Planning, Executive Pay, Tax, Employee Benefits, IRAs, Due Diligence, Marketing, Business Planning, Financial Planners, Insurance, Wealth Management...
Education
Augusta State University - College of Business Administration 1990 — 1995
BA, Economics, Corporate Finance
Retirement Strategies, Inc. September 1997 - Present
Skills
Defined Benefit, ERISA, Pensions, Retirement Plan..., Profit Sharing, Financial Services, Fixed Annuities, Retirement Planning, 401k, Defined Contribution, ETFs, Management, Estate Planning, Investments, Auditing, Series 63, Financial Advisory, Mutual Funds, Pension Administration, Sales, Retirement, Microsoft Excel, Strategic Planning, Investment Management, Public Speaking, Investment Strategies, New Business Development, Securities, Event Planning, Executive Pay, Tax, Employee Benefits, IRAs, Due Diligence, Marketing, Business Planning, Financial Planners, Insurance, Wealth Management...
Education
Augusta State University - College of Business Administration 1990 — 1995
BA, Economics, Corporate Finance
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