Strategic Financial Concepts, Inc.
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Strategic Financial Concepts, Inc. Employees
Strategic Financial Concepts, Inc. October 2014 - Present
Diebold January 2008 - September 2012
Education
Toccoa Falls College 1999 — 2005
Bachelor's Degree, Theology/Theological Studies
Strategic Financial Concepts, Inc. January 2004 - Present
Skills
Financial Planning, Strategic Planning, Financial Services, Insurance, Investments, Long-term Customer...
Education
East Central University 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
East Central University
Bachelor's Degree, Business Administration
Strategic Financial Concepts, Inc. May 2014 - Present
Central Bank and Trust Co. May 2012 - November 2013
Ameriprise Financial Services, Inc. December 2006 - March 2012
Skills
Portfolio Management
Education
Emporia State University 2003 — 2006
Business, Marketing, Accounting
Great Southern Bank June 2015 - Present
Jack Henry & Associates June 2013 - June 2015
Southwest Baptist University August 2010 - May 2013
Strategic Financial Concepts, Inc. May 2012 - August 2012
McDonald's Corporation November 2009 - January 2012
Skills
Teamwork, Public Speaking, Leadership, PowerPoint, Microsoft Word, Team Leadership, Microsoft Excel, Outlook, Social Networking, Event Planning, Microsoft Office, Customer Service, Delegation, Banking, Leadership Development, Project Management, Managing Deadlines, Networking, Organizational..., Query Writing, Social Media, Loans, Loan Origination, Home Equity Loans
Education
Southwest Baptist University 2010 — 2013
International Business/Management/Economics, Business
Applewood Christian School
Strategic Financial Concepts, Inc. August 2009 - Present
Ozarks Counseling Center December 2010 - Present
Southwest Baptist University June 2006 - June 2009
Kanakuk Kamps June 2003 - August 2005
Skills
Business Strategy, Public Speaking, Strategic Planning, Budgeting, Coaching, Problem Solving, Financial Planning, Insurance
Education
Southwest Baptist University 2007 — 2009
MBA, Business Administration
Southwest Baptist University 2002 — 2006
B.S., Psychology, Counseling, Business Administration
Kickapoo High School 1998 — 2002
Strategic Financial Concepts, Inc. February 2015 - Present
Skills
Customer Service, Life & Health Insurance..., Mutual Funds, Variable Annuities, Variable Life
Education
Butler County Community College 1993 — 1995
Associate of Science (A.S.), Business Administration and Management, General
Strategic Financial Concepts, Inc. 2014 - Present
Ozarks Technical Community College 2013 - Present
Western Governors University 2013 - Present
Enactus (formerly SIFE) 2012 - 2013
Southwest Baptist University 2006 - 2012
Ridgecrest Baptist Church 2003 - 2006
Intentional Life, Inc. 1995 - 2002
Missouri State University-West Plains 1999 - 2000
West Chester University of Pennsylvania 1992 - 1993
Bryn Mawr College 1991 - 1992
Skills
Strategic Financial..., Retirement Planning, Retirement Income..., College Education..., Income Protection, Small Business..., Life Insurance Planning, Small Business..., College Teaching, Public Speaking
Education
Northcentral University 2008 — 2015
Doctor of Business Administration candidate
West Chester University of Pennsylvania 1992 — 1993
Master of Science in Administration (MSA)
Bryn Mawr College 1982 — 1986
B.A
West Plains Senior High School 1979 — 1982
Diploma
Strategic Financial Concepts, Inc. April 2015 - Present
Siemens Energy June 2010 - January 2015
Avaya October 1999 - May 2008
Lucent Technologies 1999 - 2000
Education
University of Denver - Daniels College of Business 1997 — 1999
Masters of Science, Finance
Emporia State University 1994 — 1996
MBA, Management
Universidad de Lima
Bachelor, Industrial Engineering
Strategic Financial Concepts, Inc. 1993 - Present
Skills
Investments, Wealth Management, Estate Planning, Insurance, Financial Advisory, Life Insurance, Strategy
Education
College for Financial Planning 1990 — 1994
CFP, Financial Planning
Southwest Baptist University 1978 — 1982
B.A., Communications, Economics
Nevada High School
Strategic Financial Concepts, Inc. March 2015 - Present
Contracting June 2011 - October 2014
Real Estate February 2012 - August 2014
Performance Matters Associates March 2009 - June 2011
Skills
Relationship Building, Helping Clients Succeed, Education, Succession Planning, Personal Tax Planning, Estate Tax Planning, Inheritance Tax Planning, Retirement..., Retirement Income..., Cost Savings, College Savings Plans, Client Confidentiality, Wealth Building..., Personal Financial..., Multi-generational..., Buy Sell Planning For..., Life Insurance Planning, Income Insurance...
Education
Coffeyville Community College
Industrial Electricity, 3.5