StanCorp Investment Advisers
Industry: Company
DescriptionFounded: 2000 Parent organization: StanCorp Financial Group Subsidiary: Redwood Investment Advisors Ltd.
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StanCorp Investment Advisers Employees
Employee
Years
Job
Industry
Erin Eddins, CFP, ChFC Erin Eddins, CFP, ChFC's StanCorp Investment Advisers Experience September 2006 - May 2015
Job Enabling people to make better financial life decisions.
Industry Financial Services
Experience
United Capital Financial Advisors May 2015 - Present
StanCorp Investment Advisers September 2006 - May 2015
StanCorp Investment Advisers September 2006 - May 2015
Edmonds Chamber of Commerce 2011 - December 2012
Invesmart 2001 - 2006
Invesmart Advisors, Inc. 2001 - 2006
Invesmart 2001 - 2006
Safeco May 1990 - June 2001
Skills
Strategic Financial..., Portfolio Strategy, Retirement Planning, Portfolio Management, Financial Well Being, Investments, Financial Advisory, Investment Advisory
Education
Seattle University 1983 — 1989
BA, Business Administration, Economics
Shorewood High School, Shoreline WA 1979 — 1983
United Capital Financial Advisors May 2015 - Present
StanCorp Investment Advisers September 2006 - May 2015
StanCorp Investment Advisers September 2006 - May 2015
Edmonds Chamber of Commerce 2011 - December 2012
Invesmart 2001 - 2006
Invesmart Advisors, Inc. 2001 - 2006
Invesmart 2001 - 2006
Safeco May 1990 - June 2001
Skills
Strategic Financial..., Portfolio Strategy, Retirement Planning, Portfolio Management, Financial Well Being, Investments, Financial Advisory, Investment Advisory
Education
Seattle University 1983 — 1989
BA, Business Administration, Economics
Shorewood High School, Shoreline WA 1979 — 1983
Garth Scrivner Garth Scrivner's StanCorp Investment Advisers Experience May 2008 - May 2015
Job Senior Wealth Adviser at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC May 2015 - Present
StanCorp Investment Advisers May 2008 - May 2015
Scrivner Financial Services, LLC December 2003 - May 2008
Meyners & Company, LLC December 2003 - December 2006
A.G. Edwards & Sons, Inc. January 2001 - December 2003
Arthur Andersen 1998 - 2001
Skills
Financial Planning, Estate Tax Planning, Investment Advisory, Financial Advisory, Strategic Financial..., Estate Planning
Education
Spanish Immersion Program 2000 — 2001
Spanish Language
New Mexico State University 1994 — 1998
BA, Accountancy
Sandia High 1990 — 1994
Undergraduate, General Studies
Sandia High
Undergraduate
United Capital Financial Advisers, LLC May 2015 - Present
StanCorp Investment Advisers May 2008 - May 2015
Scrivner Financial Services, LLC December 2003 - May 2008
Meyners & Company, LLC December 2003 - December 2006
A.G. Edwards & Sons, Inc. January 2001 - December 2003
Arthur Andersen 1998 - 2001
Skills
Financial Planning, Estate Tax Planning, Investment Advisory, Financial Advisory, Strategic Financial..., Estate Planning
Education
Spanish Immersion Program 2000 — 2001
Spanish Language
New Mexico State University 1994 — 1998
BA, Accountancy
Sandia High 1990 — 1994
Undergraduate, General Studies
Sandia High
Undergraduate
Laura Chernova Laura Chernova's StanCorp Investment Advisers Experience July 2007 - May 2011
Job
Industry Investment Management
Experience
United Capital May 2011 - Present
StanCorp Investment Advisers July 2007 - May 2011
Jahn Investment Advisors 2007 - 2008
Wetherby Asset Management October 1994 - July 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Financial Planners, Financial Advisory, Portfolio Management, Investment Management, Personal Finance, High Net Worth..., Wealth Management..., Estate Planning, Wealth, Finance, Asset Allocation, Financial Planning, Asset Management, Investment Advisory, Mutual Funds, Alternative Investments, Investment Strategies, Financial Services, Equities
Education
University of California, Irvine 2003 — 2004
CFP
University of California, Davis 1990 — 1994
Robert Louis Stevenson 1986 — 1990
United Capital May 2011 - Present
StanCorp Investment Advisers July 2007 - May 2011
Jahn Investment Advisors 2007 - 2008
Wetherby Asset Management October 1994 - July 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Financial Planners, Financial Advisory, Portfolio Management, Investment Management, Personal Finance, High Net Worth..., Wealth Management..., Estate Planning, Wealth, Finance, Asset Allocation, Financial Planning, Asset Management, Investment Advisory, Mutual Funds, Alternative Investments, Investment Strategies, Financial Services, Equities
Education
University of California, Irvine 2003 — 2004
CFP
University of California, Davis 1990 — 1994
Robert Louis Stevenson 1986 — 1990
Kim Ledbetter Kim Ledbetter's StanCorp Investment Advisers Experience January 2006 - January 2009
Job Retired since January 2009
Industry Insurance
Experience
Standard Insurance Company January 2009 - Present
Standard Retirement Services January 2006 - January 2009
StanCorp Equities January 2006 - January 2009
StanCorp Investment Advisers January 2006 - January 2009
StanCorp Mortgage Investors January 2006 - January 2009
StanCorp Real Estate January 2006 - January 2009
StanCorp Trust Company January 2006 - January 2009
The Standard 2004 - 2009
Standard Insurance Company June 2004 - December 2005
Standard Insurance Company January 1998 - June 2004
Skills
Retirement Planning, Disability Insurance, Individual Life, Retirement, Insurance, Defined Benefit, 401k, Retirement Plan..., Life Insurance, Health Insurance, Asset Management
Education
Portland Community College 2011 — 2011
2011, Basic Mediation Training
Claremont McKenna College 1970 — 1974
B.A., Math and Economics
Standard Insurance Company January 2009 - Present
Standard Retirement Services January 2006 - January 2009
StanCorp Equities January 2006 - January 2009
StanCorp Investment Advisers January 2006 - January 2009
StanCorp Mortgage Investors January 2006 - January 2009
StanCorp Real Estate January 2006 - January 2009
StanCorp Trust Company January 2006 - January 2009
The Standard 2004 - 2009
Standard Insurance Company June 2004 - December 2005
Standard Insurance Company January 1998 - June 2004
Skills
Retirement Planning, Disability Insurance, Individual Life, Retirement, Insurance, Defined Benefit, 401k, Retirement Plan..., Life Insurance, Health Insurance, Asset Management
Education
Portland Community College 2011 — 2011
2011, Basic Mediation Training
Claremont McKenna College 1970 — 1974
B.A., Math and Economics
Rian Clark Rian Clark's StanCorp Investment Advisers Experience March 2014 - April 2015
Job Relationship Manager at The Standard
Industry Investment Management
Experience
Standard Retirement Services April 2015 - Present
StanCorp Investment Advisers March 2014 - April 2015
StanCorp Investment Advisers August 2012 - March 2014
StanCorp Investment Advisers July 2009 - August 2012
Coldstream Capital Management October 2005 - July 2009
Western Pacific Investment Advisers May 2004 - September 2005
Beacon Rock Capital July 2003 - March 2004
MKG Financial Group, Inc. July 1999 - July 2003
Skills
Financial Services, Series 65, PortfolioCenter, Junxure, Microsoft Excel, Outlook, Microsoft Office, Back Office, Accounts Receivable, Client Billing, Account Reconciliation, Performance Measurement, Process Improvement, Procedure Creation, Procedure Development, Axys, Advent
Education
University of Oregon 1997 — 1999
B.A., Economics
LaSalle High School 1991 — 1995
Diploma
Standard Retirement Services April 2015 - Present
StanCorp Investment Advisers March 2014 - April 2015
StanCorp Investment Advisers August 2012 - March 2014
StanCorp Investment Advisers July 2009 - August 2012
Coldstream Capital Management October 2005 - July 2009
Western Pacific Investment Advisers May 2004 - September 2005
Beacon Rock Capital July 2003 - March 2004
MKG Financial Group, Inc. July 1999 - July 2003
Skills
Financial Services, Series 65, PortfolioCenter, Junxure, Microsoft Excel, Outlook, Microsoft Office, Back Office, Accounts Receivable, Client Billing, Account Reconciliation, Performance Measurement, Process Improvement, Procedure Creation, Procedure Development, Axys, Advent
Education
University of Oregon 1997 — 1999
B.A., Economics
LaSalle High School 1991 — 1995
Diploma
Kimberly Hauze Kimberly Hauze's StanCorp Investment Advisers Experience March 2014 - June 2015
Job Motivating people, analyzing data and improving processes to make an organization hum
Industry Financial Services
Experience
Moda Health September 2015 - Present
StanCorp Investment Advisers March 2014 - June 2015
StanCorp Investment Advisers April 2013 - February 2014
StanCorp Investment Advisers March 2006 - April 2013
MACUL (Michigan Association for Computer Users in Learning) November 1998 - March 2006
Skills
Operations Management, Employee Engagement, Supervision, Data Analysis, Project Management, Strategic Planning, Writing, Email Marketing, Digital Marketing, Lead Generation, Sales Communications, Event Planning
Education
Davenport University 2004 — 2007
Bachelor's, Business Administration and Human Resources
Lansing Community College 1998 — 2000
Associate's, Court and Conference Reporting
Michigan State University 1991 — 1993
Music Performance - Harp
Moda Health September 2015 - Present
StanCorp Investment Advisers March 2014 - June 2015
StanCorp Investment Advisers April 2013 - February 2014
StanCorp Investment Advisers March 2006 - April 2013
MACUL (Michigan Association for Computer Users in Learning) November 1998 - March 2006
Skills
Operations Management, Employee Engagement, Supervision, Data Analysis, Project Management, Strategic Planning, Writing, Email Marketing, Digital Marketing, Lead Generation, Sales Communications, Event Planning
Education
Davenport University 2004 — 2007
Bachelor's, Business Administration and Human Resources
Lansing Community College 1998 — 2000
Associate's, Court and Conference Reporting
Michigan State University 1991 — 1993
Music Performance - Harp
Paul Messiter Paul Messiter's StanCorp Investment Advisers Experience July 2007 - Present
Job Sr. Investment Adviser at StanCorp Investment Advisers
Industry Investment Management
Experience
StanCorp Investment Advisers July 2007 - Present
Education
The Ohio State University Fisher College of Business 1984 — 1989
StanCorp Investment Advisers July 2007 - Present
Education
The Ohio State University Fisher College of Business 1984 — 1989
Paul Messiter, CIMA®, CFP®'s StanCorp Investment Advisers Experience May 2006 - May 2015
Job Wealth Adviser at United Capital Financial Advisers, LLC
Industry Investment Management
Experience
United Capital Financial Advisers, LLC May 2015 - Present
StanCorp Investment Advisers May 2006 - May 2015
AAA Michigan November 1995 - April 2006
Laventhol & Horwath CPAs June 1989 - March 1990
Skills
Investments, Investment Strategies, Investment Advisory, Wealth Management, Investment Management, Retirement Planning, Bonds, Asset Managment, Retirement, Financial Planners, Portfolio Management, Asset Allocation
Education
Eastern Michigan University 1990 — 1991
MBA, Finance, Economics, Statistics
The Ohio State University - The Max M. Fisher College of Business 1984 — 1989
BBA, Accounting, Finance, Economics
United Capital Financial Advisers, LLC May 2015 - Present
StanCorp Investment Advisers May 2006 - May 2015
AAA Michigan November 1995 - April 2006
Laventhol & Horwath CPAs June 1989 - March 1990
Skills
Investments, Investment Strategies, Investment Advisory, Wealth Management, Investment Management, Retirement Planning, Bonds, Asset Managment, Retirement, Financial Planners, Portfolio Management, Asset Allocation
Education
Eastern Michigan University 1990 — 1991
MBA, Finance, Economics, Statistics
The Ohio State University - The Max M. Fisher College of Business 1984 — 1989
BBA, Accounting, Finance, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY