Strategic Financial Group, LLC
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Strategic Financial Group, LLC Employees
Strategic Financial Group, LLC November 2007 - Present
Strategic Financial Group October 2007 - Present
MetLife Resources 2006 - 2007
St. Louis Children's Hospital 2003 - 2007
Barnes-Jewish Hospital 1996 - 2007
St. Louis Children's Hospital 1996 - 2007
citistreet 2000 - 2006
AAL 1994 - 1996
AAL 1994 - 1996
Education
University of Missouri-Columbia 1991 — 1994
Master, Public Administration
Southeast Missouri State University 1978 — 1982
Bachelor of Science, Social Work and Criminal Justice
WG Consulting, LLC September 2014 - Present
Strategic Financial Group, LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Accounting, Fundraising, Microsoft Excel, PowerPoint, Microsoft Dynamics GP, Accounts Payable &..., Customer Service, Teamwork, Time Management, Social Media, Outlook
Education
University of Houston 2011 — 2014
Bachelor of Business Administration in Accounting and Finance, Accounting and Finance
Lone Star College System 2008 — 2010
Associate of Arts (AA)
Strategic Financial Group, LLC October 2012 - Present
Contrast Capital January 2012 - Present
Astor Janssen Holdings November 2009 - Present
Poplar Jackson June 2011 - May 2014
Green Lantern Investments June 2003 - November 2009
FTC Asset Management August 2004 - December 2007
Rotella Capital Management April 1998 - June 2003
Northbourne Capital Management April 1997 - April 1998
EMC Capital Management January 1992 - April 1997
Skills
Trading Systems, Hedge Funds, Asset Management, Commodity, Fund Of Funds, Research, Managed Futures, Financial Risk, Strategy, Investments, Portfolio Management, Equities, Trading, Derivatives, Options, Trading Strategies, Global Macro, Traders, Bloomberg, Risk Management, Mutual Funds, Currency
Education
Iowa State University - College of Business 1986 — 1990
Finance, Economics
The University of Chicago
Education
Strategic Financial Group, LLC October 2008 - Present
Merrill Lynch January 2008 - October 2008
Centier Bank May 2005 - January 2007
Education
College for Financial Planning
Graduate Certificate, Financial Planning and Services
Valparaiso University 2005 — 2007
Bachelor of Science in Business Administration, Finance
Purdue University 2003 — 2005
Finance
LPL Financial June 2015 - Present
Strategic Financial Group, LLC March 2013 - June 2015
FSC Securities March 2013 - May 2015
Capitol Financial Solutions May 2009 - March 2013
Skills
Retirement Planning, Fixed Annuities, IRAs, Roth IRA, Retirement, 401k Rollovers, Variable Annuities, Long-term Care, Securities, Key Person Insurance, Buy-sell Agreements, 529 Plans, Brokerage, Disability Insurance, Long Term Care Insurance, 401k, Whole Life, Strategic Financial..., Wealth Management, Life Insurance, College Savings Plans, Wealth Accumulation, IRA's, Mutual Funds, Estate Planning, Investments, Financial Advisory, Financial Planning
Education
University of Richmond 2005 — 2009
BA, Rhetoric and Communication Studies & Business Administration
Harrisonburg High School
Strategic Financial Group LLC November 1973 - Present
New York Life Insurance Company November 1973 - Present
Skills
Estate Planning, Insurance, Retirement Planning, Wealth Preservation..., Annuity Sales, 401k Rollovers, Lifetime Income..., Personal Finance, Retirement Income..., Life Insurance...
Education
New York Law School 1981 — 1984
Juris Doctor
Boston University 1969 — 1973
BSBA, Accounting
Herricks High 1966 — 1969
Strategic Financial Group, LLC October 2010 - Present
Northwestern Mutual November 2006 - October 2010
Skills
ERISA, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Series 7, Employee Benefits, Financial Planners, Securities, Strategic Financial..., Whole Life
Education
Southern University at New Orleans 1992 — 1996
Business
Accessible Benefits August 2011 - Present
Strategic Financial Group June 2007 - August 2011
MassMutual Financial Group 2007 - August 2011
Strategic Financial Group, LLC 2007 - August 2011
State Farm Insurance February 2002 - February 2007
State Farm Mutual Automobile Insurance Company January 1996 - January 2002
State Farm Life Insurance Company January 1993 - January 1996
Skills
Compliance Management, Business Analysis, Technical Training, Financial Advisory
Education
Sam Houston State University 1990 — 2003
BBA, Double Major Economics and International Business
Texas A&M University 1986 — 1990
Peak Financial Group, LLC December 2002 - Present
Strategic Financial Group, LLC September 1996 - December 2002
The Hershey Company May 1975 - May 1996
Education
University of Kansas 1969 — 1973
BS Education
Strategic Financial Group, LLC November 2002 - Present
Education
Northwestern University School of Law 1975 — 1978
Sowega Health Exchange Inc. September 2013 - Present
Strategic Financial Group LLC September 2005 - February 2013
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Account Management, Call Centers, Team Building, Sales, Strategic Planning
Education
Georgia Southwestern State University 1996 — 1999
Marketing/Marketing Management, General
Strategic Financial Group, LLC May 2013 - Present
RiverNorth Capital Management,LLC April 2001 - April 2013
Skills
Wealth Management..., Wealth Management, Portfolio Management, Retirement, Mutual Funds, Fixed Income, 401k, Investment Advisory, Retirement Plan..., Investment Management, Retirement Planning, Qualified Retirement..., Employee Benefits, Investment Strategies, Financial Advisory, Series 7, Estate Planning, Investments
Education
Parkland College
JRK Property Holdings June 2015 - Present
JRK Property Holdings June 2011 - June 2015
Duff & Phelps January 2011 - April 2011
Bremer Whyte Brown & O'Meara May 2009 - August 2009
DIRECTV May 2008 - August 2008
Strategic Financial Group, LLC May 2007 - August 2007
Skills
Financial Analysis, Due Diligence, Financial Modeling, Microsoft Excel, Social Media, Real Estate, Management, Customer Service, Valuation, Asset Management
Education
The College of William and Mary - Marshall Wythe Law School
J.D.
Pepperdine University
B.S., Finance
Chevron June 2014 - Present
Chevron October 2012 - June 2014
Chevron September 2011 - October 2012
Mass Mutual Financial Group March 2010 - September 2011
Strategic Financial Group, LLC January 2010 - September 2011
Mass Mutual Financial Group November 2009 - March 2010
Gallup Inc March 2009 - March 2010
Gallup Independent October 2008 - January 2009
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Financial Advisory, Series 7, Retirement, Health Insurance, Disability Insurance, Microsoft Excel, Employee Benefits, Estate Planning, PowerPoint, Microsoft Office, Outlook, Microsoft Word, QuickBooks, Event Planning, Bloomberg Terminal, Tableau, Solarc Right Angle, Visual Basic, Spanish-English, MS Excel Pivot Tables, Vlookup, Macro, Legal Compliance, Compliance, Email Strategy, Anti Money Laundering, Financial Reporting, Financial Analysis, Financial Modeling, Functional Design, Accounting
Education
C.T. Bauer College of Business, University of Houston 2009 — 2011
Bachelor of Business Administration, Finance
University of Houston 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Deloitte August 2014 - Present
TAMID Israel Investment Group August 2013 - May 2014
Teri Jon June 2013 - August 2013
Contactually November 2012 - May 2013
Strategic Financial Group, LLC May 2012 - August 2012
Fifth Avenue Financial July 2010 - August 2010
Skills
Management Consulting, Financial Modeling, Analytical Skills, Modeling, Social Media Marketing, Social Media, Microsoft Office, Social Networking, Marketing, Facebook, Hebrew, PowerPoint, Blogging, Sales Management, Marketing Strategy, Hebrew Language, CRM, Online Advertising, Market Research, Sales, Mathematics, Strategy, Business Strategy, Membership Development, Pricing Strategy, Internet of Things, Supply Chain Management
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing, Alumni
Thieme & Adair CPA's November 2013 - Present
Strategic Financial Group, LLC October 2011 - Present
Lafayette Area Baseball June 2007 - May 2012
Jeff Onken State Farm Insurance October 2010 - October 2011
Lafayette Central Catholic August 2007 - October 2011
Thieme and Addair property management June 2005 - December 2010
Von Tobel Lumber December 2006 - June 2007
Skills
Series 7, Strategic Financial..., Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Marketing
Education
Purdue University 2007 — 2011
Bachelor of Science (BS), Financial Counseling and Planning
University of Saint Francis 2006 — 2007
Business
Intertwine Accounting & Tax, LLC January 2013 - Present
Strategic Financial Group, LLC January 2008 - January 2013
Sharon Spear Bookkeeping January 1998 - January 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, QuickBooks, Tax, Account Reconciliation
Education
Indiana University Bloomington 2008 — 2011
Master of Science and accounting
Purdue University 2005 — 2008
Bachelor of science
SThree May 2015 - August 2015
Strategic Financial Group, LLC December 2012 - April 2013
Skills
Highly personable, Learning Quickly, Determination, Time Management, Team Leadership, Human Resources, Public Speaking, Communication, Management, Microsoft Excel, Social Media
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Science (BS), Accounting
Wheeler High School 2009 — 2013
Academic Honors, 4.1/4.0
Arthur J. Gallagher & Co. September 2009 - Present
Willis April 2007 - September 2009
Northwestern Mutual May 2005 - August 2005
Strategic Financial Group, LLC January 1999 - May 2005
Skills
Insurance, Property & Casualty..., Risk Management, Sales, Account Management, Customer Service, Process Improvement, Marketing, Strategic Planning, Microsoft Excel, Leadership, Microsoft Office, Team Building, Outlook
Education
Purdue University 2002 — 2006
Bachelor of Science (BS), Financial Planning and Services
Crowe Horwath LLP October 2013 - Present
McGladrey LLP October 2010 - October 2013
Strategic Financial Group LLC December 2009 - October 2010
Brightpoint July 2009 - November 2009
Ernst & Young April 2000 - June 2009
Somerset CPAs, P.C. 1998 - 2000
Education
Ball State University 1994 — 1998
Strategic Financial Group, LLC May 1997 - Present
Skills
Series 7, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Estate Planning, Customer Service, Teamwork, Investments
Education
Purdue University 1988 — 1992
Financial Planning and Counseling, Fianancial Planning
Central Catholic
College for Financial Planning
Strategic Financial Group, LLC January 2012 - Present
Standard Pacific Homes 2000 - 2012
Horton and Converse November 1999 - September 2000
Haskell & White January 1992 - October 1999
Skills
Mergers & Acquisitions, Part-Time CFO Services, Strategy Creation &..., Financing Transactions, Forecasting and..., Business Operations, Cost Reduction..., Lease Buyouts and..., Real Estate Transactions, Capital Investment..., Finance, Negotiation, Forecasting, Residential Homes, Investments, Construction, Contract Negotiation, Real Estate, Management, Land Acquisition, Mergers, Due Diligence, Property Management, Budgets, Homebuilding, Leases, Analysis, Cash Flow, Real Estate Development, Auditing, Disposition, Real Estate Economics, Entitlements, Executive Management, Acquisitions, Real Estate Financing, Investment Properties, Asset Management, Land Development, Investors
Education
University of California, Los Angeles
Mergers & Acquisition Program Anderson Graduate School of Management
Golden Gate University
MBT, Taxation
California Lutheran University 1990 — 1991
BS, Accounting
Strategic Financial Group, LLC Office ManagerEviroguard Environmental, LLC2010 - 2012
The NASDAQ OMX Group, Inc. 1995 - 2009
Skills
Microsoft Office, Software Documentation, Budgets, Project Management
Education
Sacred Heart University
Associate, Arts
Strategic Financial Group, LLC July 2015 - Present
UniversityTutor.com August 2012 - Present
Community Healthcare System May 2014 - August 2014
Community Healthcare System May 2013 - August 2013
Community Foundations of NWI June 2012 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Research, Customer Relations, Accounting, Problem Solving, Analysis, Teamwork, Payment Services, Sales, Strategic Communications, Negotiation, Phone Etiquette, Epic Systems, PowerPoint, Data Collection, Microsoft Word, Management, Public Speaking, Time Management, Electronic Payment..., Social Media, Social Networking, Data Analysis, Access, Fundraising, Finance, Team Leadership, Social Media Marketing, Team Building, Leadership, Accounts Receivable, Financial Services
Education
Indiana University Bloomington 2011 — 2015
BSPA, Financial Management
Cherie Polite CPA October 2008 - Present
Strategic Financial Group, LLC October 2008 - September 2010
Viking Engineering September 1998 - July 2001
Ugimag, Inc. January 1992 - September 1998
Skills
Income Tax, Payroll Services, Corporate Tax, Non-profit..., Computer Proficiency, Software Installation, QuickBooks, S Corporations, Small Business, Bookkeeping, US Tax, CPA, Tax Returns, Tax Research, IRS
Education
Purdue University 1985 — 1988
Bachelor of Science, Management/accounting