Strategic Wealth Management
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Strategic Wealth Management Employees
Employee
Years
Job
Industry
Eddie Kramer, CFP®, MBA Eddie Kramer, CFP®, MBA's Strategic Wealth Management Experience January 2003 - June 2003
Job Financial Advisor at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group February 2014 - Present
USAA Wealth Management September 2010 - February 2014
USAA September 2009 - September 2010
Abacus Planning Group, Inc. August 2004 - September 2009
Abacus Planning Group, Inc. June 2003 - August 2003
Strategic Wealth Management January 2003 - June 2003
Gaschen, Johnston, and Barnes, LLC May 2002 - June 2003
Skills
Certified Financial..., Personal Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Allocation, Financial Advisory, Retirement, Time Management, Financial Planning
Education
California Lutheran University 2012 — 2015
MBA in Financial Planning, Business Administration and Management, General
Texas Tech University 2000 — 2004
B.S., Personal Financial Planning
Fredericksburg High School 1996 — 2000
Abacus Planning Group February 2014 - Present
USAA Wealth Management September 2010 - February 2014
USAA September 2009 - September 2010
Abacus Planning Group, Inc. August 2004 - September 2009
Abacus Planning Group, Inc. June 2003 - August 2003
Strategic Wealth Management January 2003 - June 2003
Gaschen, Johnston, and Barnes, LLC May 2002 - June 2003
Skills
Certified Financial..., Personal Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Allocation, Financial Advisory, Retirement, Time Management, Financial Planning
Education
California Lutheran University 2012 — 2015
MBA in Financial Planning, Business Administration and Management, General
Texas Tech University 2000 — 2004
B.S., Personal Financial Planning
Fredericksburg High School 1996 — 2000
John Paul Dauber John Paul Dauber's Strategic Wealth Management Experience September 2005 - September 2007
Job Real Estate Broker | Published Author | Real Estate Investor | CoFounder Entrepreneurs Networking Group
Industry Real Estate
Experience
Domus Renovatio LLC 2011 - Present
Inland Valley Properties June 2010 - Present
Inland Valley Home Rescue June 2010 - Present
Flat Rate Realty of Rancho Cucamonga September 2007 - June 2010
Strategic Wealth Management September 2005 - September 2007
Northwestern Mutual September 2003 - September 2005
Skills
Investments, Real Estate, Insurance, Financial Services, Sellers, Finance, First Time Home Buyers, Mortgage Lending, REO, Referrals, Investors, Investment Properties, Property, Residential Homes, Short Sales, Sales, Real Estate Transactions, Foreclosures, Marketing, Condos, Negotiation, FHA, Buyer Representation, Multi-family Investment..., Published Author, Property Flipping, Fix & Flip
Education
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science (B.S.), Business Administration, emphasis in Finance, Real Estate, and Law
University of California, San Diego 1998 — 1999
Domus Renovatio LLC 2011 - Present
Inland Valley Properties June 2010 - Present
Inland Valley Home Rescue June 2010 - Present
Flat Rate Realty of Rancho Cucamonga September 2007 - June 2010
Strategic Wealth Management September 2005 - September 2007
Northwestern Mutual September 2003 - September 2005
Skills
Investments, Real Estate, Insurance, Financial Services, Sellers, Finance, First Time Home Buyers, Mortgage Lending, REO, Referrals, Investors, Investment Properties, Property, Residential Homes, Short Sales, Sales, Real Estate Transactions, Foreclosures, Marketing, Condos, Negotiation, FHA, Buyer Representation, Multi-family Investment..., Published Author, Property Flipping, Fix & Flip
Education
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science (B.S.), Business Administration, emphasis in Finance, Real Estate, and Law
University of California, San Diego 1998 — 1999
Scott Teter Scott Teter's Strategic Wealth Management Experience October 2006 - Present
Job President, Strategic Wealth Management
Industry Financial Services
Experience
Strategic Wealth Management October 2006 - Present
Wells Fargo August 1999 - October 2006
Banc of America Investments 1992 - 1999
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Asset Managment, Estate Planning, Strategic Financial..., Small Business, Asset Management, Securities, Strategy, Retirement, Wealth Management..., High Net Worth..., Finance, Entrepreneurship, 401k, Insurance, Investment Management, Mutual Funds, Financial Analysis, Retirement Planning, Financial Planners, Private Equity, Asset Allocation, Alternative Investments, Fixed Annuities
Education
University of California, Santa Barbara 1981 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Strategic Wealth Management October 2006 - Present
Wells Fargo August 1999 - October 2006
Banc of America Investments 1992 - 1999
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Asset Managment, Estate Planning, Strategic Financial..., Small Business, Asset Management, Securities, Strategy, Retirement, Wealth Management..., High Net Worth..., Finance, Entrepreneurship, 401k, Insurance, Investment Management, Mutual Funds, Financial Analysis, Retirement Planning, Financial Planners, Private Equity, Asset Allocation, Alternative Investments, Fixed Annuities
Education
University of California, Santa Barbara 1981 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Ian Kerrigan, CFA Ian Kerrigan, CFA's Strategic Wealth Management Experience January 1998 - May 1999
Job Executive Director, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank September 2009 - Present
EMP Museum May 2013 - Present
Wells Fargo Advisors, LLC September 2007 - September 2009
Communities In Schools of Washington 2005 - 2009
UBS Wealth Management October 2004 - September 2007
Seattle University January 2005 - May 2007
Private Asset Management, Inc. May 1999 - October 2004
Strategic Wealth Management January 1998 - May 1999
Scudder Stevens & Clark February 1992 - July 1997
Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management
Education
Boston University 1994 — 1998
BS
Musicians Institute - GIT 1983 — 1984
Certificate
J.P. Morgan Private Bank September 2009 - Present
EMP Museum May 2013 - Present
Wells Fargo Advisors, LLC September 2007 - September 2009
Communities In Schools of Washington 2005 - 2009
UBS Wealth Management October 2004 - September 2007
Seattle University January 2005 - May 2007
Private Asset Management, Inc. May 1999 - October 2004
Strategic Wealth Management January 1998 - May 1999
Scudder Stevens & Clark February 1992 - July 1997
Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management
Education
Boston University 1994 — 1998
BS
Musicians Institute - GIT 1983 — 1984
Certificate
Brittany Whitsell's Strategic Wealth Management Experience January 2011 - June 2012
Job Commercial Banking Officer at Whitney Bank
Industry Banking
Experience
Whitney Bank August 2015 - Present
Three's a Charm September 2012 - Present
Whitney Bank December 2013 - August 2015
Whitney Bank June 2013 - November 2013
Paint This Pour That June 2012 - June 2013
The Olivier Group, LLC June 2012 - March 2013
Strategic Wealth Management January 2011 - June 2012
Audubon Nature Institute June 2008 - August 2010
The Jimmy Club Day Camp for Girls May 2010 - July 2010
Skills
Event Planning, Fundraising, Public Speaking, Human Resources, Microsoft Office, Marketing, Customer Service, Time Management, Microsoft Excel, Event Management, Social Media, Employee Relations, Data Entry, Clerical Skills, Outlook, PowerPoint, Microsoft Word, Recruiting, Non-profits, Conflict Resolution, Website Development, Employee Management, Project Management, Painting, Singing, Experience Working with..., Commercial Banking, Credit Analysis, Customer Relations, Sales, Social Networking
Education
Loyola University New Orleans 2015 — 2018
Master of Business Administration (MBA)
Louisiana State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Academy of the Sacred Heart 2005 — 2009
Whitney Bank August 2015 - Present
Three's a Charm September 2012 - Present
Whitney Bank December 2013 - August 2015
Whitney Bank June 2013 - November 2013
Paint This Pour That June 2012 - June 2013
The Olivier Group, LLC June 2012 - March 2013
Strategic Wealth Management January 2011 - June 2012
Audubon Nature Institute June 2008 - August 2010
The Jimmy Club Day Camp for Girls May 2010 - July 2010
Skills
Event Planning, Fundraising, Public Speaking, Human Resources, Microsoft Office, Marketing, Customer Service, Time Management, Microsoft Excel, Event Management, Social Media, Employee Relations, Data Entry, Clerical Skills, Outlook, PowerPoint, Microsoft Word, Recruiting, Non-profits, Conflict Resolution, Website Development, Employee Management, Project Management, Painting, Singing, Experience Working with..., Commercial Banking, Credit Analysis, Customer Relations, Sales, Social Networking
Education
Loyola University New Orleans 2015 — 2018
Master of Business Administration (MBA)
Louisiana State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Academy of the Sacred Heart 2005 — 2009
James Berquist James Berquist's Strategic Wealth Management Experience January 1990 - Present
Job Owner, Strategic Wealth Management
Industry Financial Services
Experience
Strategic Wealth Management January 1990 - Present
Shearson Lehman Hutton April 1988 - May 1990
E.F. Hutton February 1984 - April 1988
Merrill Lynch August 1976 - January 1984
Skills
Estate Planning, Investments, Real Estate Development, Investment Properties, Private Equity, Asset Managment, Buyer Representation, Small Business, Finance, Asset Management, Residential Homes, Financial Analysis, Due Diligence, Certified Income..., Wealth Management, Financial Advisory, Investment Advisory, Securities
Education
Columbia University in the City of New York 1972 — 1976
Financial Advisor, Shearson Lehman Hutton
Strategic Wealth Management January 1990 - Present
Shearson Lehman Hutton April 1988 - May 1990
E.F. Hutton February 1984 - April 1988
Merrill Lynch August 1976 - January 1984
Skills
Estate Planning, Investments, Real Estate Development, Investment Properties, Private Equity, Asset Managment, Buyer Representation, Small Business, Finance, Asset Management, Residential Homes, Financial Analysis, Due Diligence, Certified Income..., Wealth Management, Financial Advisory, Investment Advisory, Securities
Education
Columbia University in the City of New York 1972 — 1976
Financial Advisor, Shearson Lehman Hutton
Jamie Hoff Jamie Hoff's Strategic Wealth Management Experience January 2009 - June 2009
Job
Industry Marketing and Advertising
Experience
Bridgepoint Education September 2010 - August 2011
Wisconsin School of Business August 2005 - August 2010
Strategic Wealth Management January 2009 - June 2009
Team Enterprises May 2007 - January 2009
Brillion Iron Works August 2004 - August 2005
Skills
Customer Lead..., Customer Service..., Business Process and..., Sales
Education
University of Wisconsin-Madison 2008 — 2010
Bachelor of Science
Madison Area Technical College 2005 — 2008
Associate
Bridgepoint Education September 2010 - August 2011
Wisconsin School of Business August 2005 - August 2010
Strategic Wealth Management January 2009 - June 2009
Team Enterprises May 2007 - January 2009
Brillion Iron Works August 2004 - August 2005
Skills
Customer Lead..., Customer Service..., Business Process and..., Sales
Education
University of Wisconsin-Madison 2008 — 2010
Bachelor of Science
Madison Area Technical College 2005 — 2008
Associate
Andrew Heffron Andrew Heffron's Strategic Wealth Management Experience September 2009 - September 2011
Job Construction Management & Real Estate Development Services
Industry Construction
Experience
Heffron Corporation 2001 - Present
Halvorson Construction Group, LLC July 2014 - 2015
Bayley Construction August 2013 - July 2014
Nike January 2012 - June 2012
Strategic Wealth Management September 2009 - September 2011
Heffcon, LLC January 2004 - August 2009
Robinson Construction January 2001 - December 2003
Skills
Finance, Strategic Financial..., Financial Analysis, Mergers, Portfolio Management, Valuation, Project Planning, Investments, Project Management, Estimating, Real Estate Development, Real Estate Financing, Financial Reporting, Management, Construction, Contract Negotiation, Value Engineering, Construction Management, Negotiation
Education
University of Washington 1996 — 2001
B.S., Construction Management (Minor in Real Estate Development)
Keller Graduate School 2009 — 2013
M.B.A., Corporate Finance
United States Air Force Academy 1995 — 1996
Aerospace, Aeronautical and Astronautical Engineering
Juanita High School 1992 — 1995
Heffron Corporation 2001 - Present
Halvorson Construction Group, LLC July 2014 - 2015
Bayley Construction August 2013 - July 2014
Nike January 2012 - June 2012
Strategic Wealth Management September 2009 - September 2011
Heffcon, LLC January 2004 - August 2009
Robinson Construction January 2001 - December 2003
Skills
Finance, Strategic Financial..., Financial Analysis, Mergers, Portfolio Management, Valuation, Project Planning, Investments, Project Management, Estimating, Real Estate Development, Real Estate Financing, Financial Reporting, Management, Construction, Contract Negotiation, Value Engineering, Construction Management, Negotiation
Education
University of Washington 1996 — 2001
B.S., Construction Management (Minor in Real Estate Development)
Keller Graduate School 2009 — 2013
M.B.A., Corporate Finance
United States Air Force Academy 1995 — 1996
Aerospace, Aeronautical and Astronautical Engineering
Juanita High School 1992 — 1995
Bob Bruce CIMA®,AIF®,CIMC® Bob Bruce CIMA®,AIF®,CIMC®'s Strategic Wealth Management Experience 2000 - 2004
Job Owner, Integrity Wealth Consulting LLC
Industry Financial Services
Experience
Integrity Wealth Consulting LLC April 2004 - Present
WPXI-TV June 1996 - December 2009
Strategic Wealth Management 2000 - 2004
Beaconsfield Financial 1998 - 2000
KSAZ-TV 1992 - 1996
KFOR-TV 1990 - 1992
KSTP_TV 1978 - 1990
WOWT-TV 1976 - 1978
Tennessee Air National Guard June 1971 - September 1977
KDFW-TV January 1976 - August 1976
Skills
Financial Planning, Investment Advisory, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Public Speaking, Broadcast Television, Radio, Voice Over, Emcee
Education
The University of Memphis
Radio TV and Film
Integrity Wealth Consulting LLC April 2004 - Present
WPXI-TV June 1996 - December 2009
Strategic Wealth Management 2000 - 2004
Beaconsfield Financial 1998 - 2000
KSAZ-TV 1992 - 1996
KFOR-TV 1990 - 1992
KSTP_TV 1978 - 1990
WOWT-TV 1976 - 1978
Tennessee Air National Guard June 1971 - September 1977
KDFW-TV January 1976 - August 1976
Skills
Financial Planning, Investment Advisory, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Public Speaking, Broadcast Television, Radio, Voice Over, Emcee
Education
The University of Memphis
Radio TV and Film
Dwayne White's Strategic Wealth Management Experience February 2002 - Present
Job CIO at Strategic Wealth Management
Industry Investment Management
Experience
Strategic Wealth Management February 2002 - Present
Bank of America April 1988 - January 2002
Education
University of Arizona, Eller College of Management 1968 — 1971
Strategic Wealth Management February 2002 - Present
Bank of America April 1988 - January 2002
Education
University of Arizona, Eller College of Management 1968 — 1971
Sandy McFadden's Strategic Wealth Management Experience February 2006 - March 2006
Job Disabled at Home
Industry Publishing
Experience
Home June 2011 - Present
JCPenney March 2011 - June 2011
American Girl November 2009 - September 2010
Glass Insurance Center July 2007 - October 2008
Piggly Wiggly May 2008 - September 2008
Delavan Lake Marina July 2006 - October 2006
Strategic Wealth Management February 2006 - March 2006
Cingular Wireless November 2005 - February 2006
Avon, Pampered Chef, PartyLite August 2001 - December 2005
Sweet Memories May 2004 - October 2005
Skills
Sales, Customer Service, Human Resources, Marketing, Call Centers, Microsoft Office, Social Networking, Social Media, Social Media Marketing, Facebook, Microsoft Word, Training, Event Planning, Microsoft Excel, Public Speaking
Education
Nicolet Area Technical College 1991 — 1993
Associate Degree, Administrative Assistant/Information Processing
Home June 2011 - Present
JCPenney March 2011 - June 2011
American Girl November 2009 - September 2010
Glass Insurance Center July 2007 - October 2008
Piggly Wiggly May 2008 - September 2008
Delavan Lake Marina July 2006 - October 2006
Strategic Wealth Management February 2006 - March 2006
Cingular Wireless November 2005 - February 2006
Avon, Pampered Chef, PartyLite August 2001 - December 2005
Sweet Memories May 2004 - October 2005
Skills
Sales, Customer Service, Human Resources, Marketing, Call Centers, Microsoft Office, Social Networking, Social Media, Social Media Marketing, Facebook, Microsoft Word, Training, Event Planning, Microsoft Excel, Public Speaking
Education
Nicolet Area Technical College 1991 — 1993
Associate Degree, Administrative Assistant/Information Processing
Adam Ades's Strategic Wealth Management Experience September 2009 - August 2011
Job Credit Trading at HSBC Global Banking and Markets
Industry Banking
Experience
HSBC Global Banking and Markets May 2015 - Present
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets January 2015 - May 2015
HSBC Global Banking and Markets September 2014 - January 2015
HSBC Securities June 2013 - August 2013
Yellow Brick Capital Advisors June 2012 - June 2013
Strategic Wealth Management September 2009 - August 2011
Skills
Bloomberg Terminal, Investments, Bloomberg, Economics, Financial Analysis, Financial Modeling, Valuation, Equities, Hedge Funds, Public Speaking, Social Media
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Financial Economics, Graduated
London School of Economics and Political Science 2012 — 2012
Economics
Columbia University in the City of New York 2011 — 2011
Arabic Language and Literature, Summer going into Sophomore year
HSBC Global Banking and Markets May 2015 - Present
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets January 2015 - May 2015
HSBC Global Banking and Markets September 2014 - January 2015
HSBC Securities June 2013 - August 2013
Yellow Brick Capital Advisors June 2012 - June 2013
Strategic Wealth Management September 2009 - August 2011
Skills
Bloomberg Terminal, Investments, Bloomberg, Economics, Financial Analysis, Financial Modeling, Valuation, Equities, Hedge Funds, Public Speaking, Social Media
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Financial Economics, Graduated
London School of Economics and Political Science 2012 — 2012
Economics
Columbia University in the City of New York 2011 — 2011
Arabic Language and Literature, Summer going into Sophomore year
Laurie Williams Elofson's Strategic Wealth Management Experience November 2004 - January 2006
Job Executive Program Assistant II at King County Office of Economic and Financial Analysis
Industry Financial Services
Experience
King County Office of Economic and Financial Analysis 2014 - Present
Queen Anne Helpline April 2013 - Present
Ragen MacKenzie January 2006 - June 2008
Strategic Wealth Management November 2004 - January 2006
West Coast Diamond & Gem, Inc August 2003 - November 2004
Seattle-Northwest Securities Corporation July 2001 - April 2003
Education
Seattle University 2006 — 2008
Master of Science (MS), Finance
University of Washington, Michael G. Foster School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
King County Office of Economic and Financial Analysis 2014 - Present
Queen Anne Helpline April 2013 - Present
Ragen MacKenzie January 2006 - June 2008
Strategic Wealth Management November 2004 - January 2006
West Coast Diamond & Gem, Inc August 2003 - November 2004
Seattle-Northwest Securities Corporation July 2001 - April 2003
Education
Seattle University 2006 — 2008
Master of Science (MS), Finance
University of Washington, Michael G. Foster School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance