Strategic Wealth Planning
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Strategic Wealth Planning Employees
Employee
Years
Job
Industry
Erika Stone Erika Stone's Strategic Wealth Planning Experience August 2011 - August 2013
Job Claims Administrative Assistant at VAS LTD
Industry Insurance
Experience
VAS July 2015 - Present
Ansira April 2015 - Present
VAS LTD July 2015 - July 2015
FKP Architects, Inc. August 2013 - January 2015
Strategic Wealth Planning August 2011 - August 2013
LeBlanc & Waddell, LLP June 2005 - November 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 6, Estate Planning, Client Service Oriented, Financial Services, Client Liaison, Series 63, Customer Service..., Superior Client Service, Relationship Management, Client Relations Skills, Facebook, Constant Contact, Executive..., Mail Merge, Client Services, Management, Microsoft Office, Customer Service, Social Networking, Microsoft Word, Design Research, Microsoft Excel, Event Planning, Photoshop, Outlook, PowerPoint, Marketing
Education
Collin County Community College 2005 — 2006
Associate of Arts (AA), Paralegal
University of North Texas 2002 — 2004
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
VAS July 2015 - Present
Ansira April 2015 - Present
VAS LTD July 2015 - July 2015
FKP Architects, Inc. August 2013 - January 2015
Strategic Wealth Planning August 2011 - August 2013
LeBlanc & Waddell, LLP June 2005 - November 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 6, Estate Planning, Client Service Oriented, Financial Services, Client Liaison, Series 63, Customer Service..., Superior Client Service, Relationship Management, Client Relations Skills, Facebook, Constant Contact, Executive..., Mail Merge, Client Services, Management, Microsoft Office, Customer Service, Social Networking, Microsoft Word, Design Research, Microsoft Excel, Event Planning, Photoshop, Outlook, PowerPoint, Marketing
Education
Collin County Community College 2005 — 2006
Associate of Arts (AA), Paralegal
University of North Texas 2002 — 2004
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Daniel Waks Daniel Waks's Strategic Wealth Planning Experience January 2010 - October 2010
Job History Teacher at BASIS Phoenix
Industry Education Management
Experience
BASIS Phoenix July 2014 - Present
Self-Employed June 2003 - Present
Strategic Wealth Planning January 2010 - October 2010
Dallas Holocaust Museum/ Center for Education & Tolerance May 2009 - November 2009
Congregation Or Chadash August 2008 - May 2009
Levine Academy August 2004 - June 2005
Dr. Pepper Star Center August 2000 - September 2001
Skills
Fundraising, Nonprofits, Teaching, Event Planning, Social Networking, Public Speaking, Grant Writing, Management, Grants, Corporate Communications, Program Management, Strategy, Qualitative Research, Curriculum Design, Music, Editing, Social Media Marketing
Education
Arizona State University 2012 — 2013
Master's degree, Secondary Education and Teaching
University of Arizona 2005 — 2008
B.A., Major: Social Sciences; American History, Minor; Religious Studies
BASIS Phoenix July 2014 - Present
Self-Employed June 2003 - Present
Strategic Wealth Planning January 2010 - October 2010
Dallas Holocaust Museum/ Center for Education & Tolerance May 2009 - November 2009
Congregation Or Chadash August 2008 - May 2009
Levine Academy August 2004 - June 2005
Dr. Pepper Star Center August 2000 - September 2001
Skills
Fundraising, Nonprofits, Teaching, Event Planning, Social Networking, Public Speaking, Grant Writing, Management, Grants, Corporate Communications, Program Management, Strategy, Qualitative Research, Curriculum Design, Music, Editing, Social Media Marketing
Education
Arizona State University 2012 — 2013
Master's degree, Secondary Education and Teaching
University of Arizona 2005 — 2008
B.A., Major: Social Sciences; American History, Minor; Religious Studies
Stephen Centurioni Stephen Centurioni's Strategic Wealth Planning Experience September 2008 - November 2010
Job Financial Services Professional
Industry Financial Services
Experience
Beacon Financial Group Wealth Management Services December 2010 - Present
Strategic Wealth Planning September 2008 - November 2010
London & Company January 2007 - July 2008
Quintile Wealth Management January 2006 - January 2007
Skills
Investments, Investment Advisory, Investment Strategies, Corporate Finance, Tax Advisory, Income Tax
Education
Loyola high
Loyola high
Pepperdine University
B.S, Business Administration; accounting and finance
Beacon Financial Group Wealth Management Services December 2010 - Present
Strategic Wealth Planning September 2008 - November 2010
London & Company January 2007 - July 2008
Quintile Wealth Management January 2006 - January 2007
Skills
Investments, Investment Advisory, Investment Strategies, Corporate Finance, Tax Advisory, Income Tax
Education
Loyola high
Loyola high
Pepperdine University
B.S, Business Administration; accounting and finance
Jenifer Blum Jenifer Blum's Strategic Wealth Planning Experience 2013 - Present
Job Chief Compliance Officer at Strategic Wealth Planning
Industry Law Practice
Experience
Strategic Wealth Planning 2013 - Present
Baker, Soltz & Blum, P.A. 1992 - Present
Skills
Appeals, Commercial Litigation, Sales, Litigation, Corporate Governance, Legal Writing, Mediation, Mergers & Acquisitions, Estate Planning, Marketing, Legal Research, Intellectual Property, Corporate Law, Customer Service
Education
University of Missouri-Kansas City 1988 — 1991
Doctor of Law (J.D.), Law
University of Missouri-Kansas City 1975 — 1979
Master of Arts (M.A.), Counseling Psychology
Tulane University 1965 — 1969
Bachelor of Arts (B.A.), Spanish, Philosophy
Strategic Wealth Planning 2013 - Present
Baker, Soltz & Blum, P.A. 1992 - Present
Skills
Appeals, Commercial Litigation, Sales, Litigation, Corporate Governance, Legal Writing, Mediation, Mergers & Acquisitions, Estate Planning, Marketing, Legal Research, Intellectual Property, Corporate Law, Customer Service
Education
University of Missouri-Kansas City 1988 — 1991
Doctor of Law (J.D.), Law
University of Missouri-Kansas City 1975 — 1979
Master of Arts (M.A.), Counseling Psychology
Tulane University 1965 — 1969
Bachelor of Arts (B.A.), Spanish, Philosophy
Kala McIntosh Kala McIntosh's Strategic Wealth Planning Experience March 2008 - August 2008
Job Price Accuracy at Target
Industry Retail
Experience
Target June 2011 - Present
Max Furniture July 2009 - June 2011
Chocolate Apothecary April 2009 - July 2009
DFW Furniture Direct November 2008 - April 2009
Strategic Wealth Planning March 2008 - August 2008
jewel-osco October 2007 - March 2008
Tom Thumb July 2006 - July 2007
Skills
Customer Service, Administration, Reception
Education
North Central Texas College
Oakton Community College
Target June 2011 - Present
Max Furniture July 2009 - June 2011
Chocolate Apothecary April 2009 - July 2009
DFW Furniture Direct November 2008 - April 2009
Strategic Wealth Planning March 2008 - August 2008
jewel-osco October 2007 - March 2008
Tom Thumb July 2006 - July 2007
Skills
Customer Service, Administration, Reception
Education
North Central Texas College
Oakton Community College
Brant Brubaker, CAIA, CMT Brant Brubaker, CAIA, CMT's Strategic Wealth Planning Experience April 2013 - Present
Job Investment Professional/Manager
Industry Investment Management
Experience
Strategic Wealth Planning April 2013 - Present
Phoenix Asset Management January 2012 - March 2013
Dolphin Capital Management March 1998 - February 2012
Towers Perrin May 1996 - March 1998
T. Rowe Price December 1995 - May 1996
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Trading Systems, Managed Futures, Technical Analysis, Quantitative Analysis, Investment Management, Asset Management, Software Design, Operations, Futures, FX, Derivatives, Mutual Funds, Trading, Commodity, Options
Education
University of Florida
Bachelor of Science in Business Administration, Finance and Marketing
Strategic Wealth Planning April 2013 - Present
Phoenix Asset Management January 2012 - March 2013
Dolphin Capital Management March 1998 - February 2012
Towers Perrin May 1996 - March 1998
T. Rowe Price December 1995 - May 1996
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Trading Systems, Managed Futures, Technical Analysis, Quantitative Analysis, Investment Management, Asset Management, Software Design, Operations, Futures, FX, Derivatives, Mutual Funds, Trading, Commodity, Options
Education
University of Florida
Bachelor of Science in Business Administration, Finance and Marketing
Katherine Rundstein's Strategic Wealth Planning Experience July 2014 - Present
Job
Industry Investment Management
Experience
Strategic Wealth Planning July 2014 - Present
Seeking Opportunity September 2012 - January 2013
Homeschool September 2008 - May 2012
Richardson ISD August 2007 - May 2008
RCM Capital Management January 1992 - January 1994
Fayez Sarofim & Co January 1981 - January 1992
Fayez Sarofim & Co March 1981 - September 1989
Childcare Council of Greater Houston September 1980 - March 1981
Skills
Microsoft Excel, Morningstar Direct, Advent Portfolio..., Fidelity WealthCentral, eMoney Advisor, Cute PDF Pro, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Management, Budgets, Training, Program Management, Team Building, Quality Assurance, Salesforce.com, Public Speaking, Teaching
Education
Temple University 1972 — 1980
B.S, Education
Strategic Wealth Planning July 2014 - Present
Seeking Opportunity September 2012 - January 2013
Homeschool September 2008 - May 2012
Richardson ISD August 2007 - May 2008
RCM Capital Management January 1992 - January 1994
Fayez Sarofim & Co January 1981 - January 1992
Fayez Sarofim & Co March 1981 - September 1989
Childcare Council of Greater Houston September 1980 - March 1981
Skills
Microsoft Excel, Morningstar Direct, Advent Portfolio..., Fidelity WealthCentral, eMoney Advisor, Cute PDF Pro, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Management, Budgets, Training, Program Management, Team Building, Quality Assurance, Salesforce.com, Public Speaking, Teaching
Education
Temple University 1972 — 1980
B.S, Education
Beau R. Taylor, CIMA® Beau R. Taylor, CIMA®'s Strategic Wealth Planning Experience April 2011 - March 2013
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
Henry Talamantes Henry Talamantes's Strategic Wealth Planning Experience September 2013 - March 2015
Job
Industry Management Consulting
Experience
Strategic Wealth Planning September 2013 - March 2015
Merrill Lynch June 2010 - August 2013
New York Life August 2008 - October 2009
Skills
401k, Defined Contribution, Defined Benefit, Retirement Plan..., Qualified Retirement..., Business Planning, Small Business..., Small Business, Portfolio Management, Investment Strategies, Financial Services, Retirement Planning, Pensions, Asset Allocation, Retirement, Investments, Mutual Funds
Education
Texas A&M University - Mays Business School 2004 — 2008
Management, Entrepreneurship
Strategic Wealth Planning September 2013 - March 2015
Merrill Lynch June 2010 - August 2013
New York Life August 2008 - October 2009
Skills
401k, Defined Contribution, Defined Benefit, Retirement Plan..., Qualified Retirement..., Business Planning, Small Business..., Small Business, Portfolio Management, Investment Strategies, Financial Services, Retirement Planning, Pensions, Asset Allocation, Retirement, Investments, Mutual Funds
Education
Texas A&M University - Mays Business School 2004 — 2008
Management, Entrepreneurship
Meredith Clinton's Strategic Wealth Planning Experience January 2012 - July 2012
Job Director of Global Sales at Rolland Safe & Lock
Industry Marketing and Advertising
Experience
Rolland Safe & Lock May 2015 - Present
Rolland Safe & Lock January 2014 - May 2015
Rolland Safe & Lock May 2013 - January 2014
Rolland Safe & Lock Company July 2012 - May 2013
Strategic Wealth Planning January 2012 - July 2012
Lee Financial Corporation May 2010 - January 2012
Vlaar International December 2008 - January 2010
Taiwan Futures Exchange September 2009 - December 2009
Allstate December 2002 - May 2006
Skills
Business Development, Spanish, Chinese, Mandarin, English, Marketing Strategy, Marketing Research, Strategic Planning, Business Strategy, International Business, Branding Development, Intercultural..., Project Implementation, Project Coordination, Project Management, Budgets, Leadership, Marketing Communications, Management, Email Marketing, Marketing, Entrepreneurship, Sales, Market Research, Public Speaking, Strategy, Public Relations, Marketing Management, Internal Communications, Market Analysis, Competitive Analysis, New Business Development, Online Marketing, Account Management, Strategic Partnerships, International Sales, Social Media Marketing, Negotiation, Team Leadership, Sales Management, Product Marketing, Advertising
Education
National Cheng Chi University 2008 — 2010
IMBA, Finance
National Taiwan Normal University 2006 — 2008
Chinese
Universidad de Belgrano 2004 — 2004
International Relations
Texas A&M University - Mays Business School 1998 — 2002
BBA, marketing
Universidad Autónoma de Guadalajara 2000 — 2001
Spanish, International Business
rockwall high school 1994 — 1998
Rolland Safe & Lock May 2015 - Present
Rolland Safe & Lock January 2014 - May 2015
Rolland Safe & Lock May 2013 - January 2014
Rolland Safe & Lock Company July 2012 - May 2013
Strategic Wealth Planning January 2012 - July 2012
Lee Financial Corporation May 2010 - January 2012
Vlaar International December 2008 - January 2010
Taiwan Futures Exchange September 2009 - December 2009
Allstate December 2002 - May 2006
Skills
Business Development, Spanish, Chinese, Mandarin, English, Marketing Strategy, Marketing Research, Strategic Planning, Business Strategy, International Business, Branding Development, Intercultural..., Project Implementation, Project Coordination, Project Management, Budgets, Leadership, Marketing Communications, Management, Email Marketing, Marketing, Entrepreneurship, Sales, Market Research, Public Speaking, Strategy, Public Relations, Marketing Management, Internal Communications, Market Analysis, Competitive Analysis, New Business Development, Online Marketing, Account Management, Strategic Partnerships, International Sales, Social Media Marketing, Negotiation, Team Leadership, Sales Management, Product Marketing, Advertising
Education
National Cheng Chi University 2008 — 2010
IMBA, Finance
National Taiwan Normal University 2006 — 2008
Chinese
Universidad de Belgrano 2004 — 2004
International Relations
Texas A&M University - Mays Business School 1998 — 2002
BBA, marketing
Universidad Autónoma de Guadalajara 2000 — 2001
Spanish, International Business
rockwall high school 1994 — 1998
Deborah Rueter's Strategic Wealth Planning Experience April 2011 - Present
Job Staff Accountant at Strategic Wealth Planning
Industry Financial Services
Experience
Strategic Wealth Planning April 2011 - Present
F&A January 2003 - December 2010
Education
Richland Community College
Strategic Wealth Planning April 2011 - Present
F&A January 2003 - December 2010
Education
Richland Community College
Stephanie Gonterman's Strategic Wealth Planning Experience 2006 - 2007
Job Vice President at Isaacs & Associates, Inc.
Industry Government Relations
Experience
Isaacs & Associates August 2010 - Present
Dal-rich Destination ImagiNation, Inc. 2001 - Present
Richardson Independent School District 2007 - 2010
Strategic Wealth Planning 2006 - 2007
Greyhound Lines Inc. 1996 - 2006
Martin W. Cohen & Co., P.C. 1991 - 1995
FAMCO Services, Inc. 1989 - 1991
Sandia Federal Savings and Loan 1988 - 1989
Hall Financial Group 1982 - 1986
Education
Southern Methodist University - Cox School of Business 1981 — 1982
MBA, Finance
University at Buffalo 1975 — 1979
BA, Psychology
Isaacs & Associates August 2010 - Present
Dal-rich Destination ImagiNation, Inc. 2001 - Present
Richardson Independent School District 2007 - 2010
Strategic Wealth Planning 2006 - 2007
Greyhound Lines Inc. 1996 - 2006
Martin W. Cohen & Co., P.C. 1991 - 1995
FAMCO Services, Inc. 1989 - 1991
Sandia Federal Savings and Loan 1988 - 1989
Hall Financial Group 1982 - 1986
Education
Southern Methodist University - Cox School of Business 1981 — 1982
MBA, Finance
University at Buffalo 1975 — 1979
BA, Psychology
Jeff Goodman's Strategic Wealth Planning Experience August 2006 - August 2006
Job CFO at Rosenthal Energy Advisors
Industry Oil & Energy
Experience
Rosenthal Energy Advisors January 2015 - Present
Rosenthal Energy Advisors May 2014 - January 2015
Ecova February 2012 - May 2014
LPB Energy Management May 2011 - February 2012
LPB Energy Management January 2010 - May 2011
Enterprise Rent-A-Car November 2009 - January 2010
Hunt Consolidated, Inc May 2008 - June 2008
Strategic Wealth Planning August 2006 - August 2006
Skills
Microsoft Excel, Customer Service, Salesforce.com, Analysis, Management, Procurement, PowerPoint, Data Analysis, Strategic Planning, Financial Analysis, Forecasting, Microsoft Office, Process Improvement, Contract Negotiation, Project Management, Negotiation, Account Management, Sales, Budgets, Business Analysis, Microsoft Word, Business Development, Leadership
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Entrepreneurship
Rollins College 2005 — 2009
Bachelor of Arts, Economics
Nanjing University 2008 — 2008
Business, law, and anthropology
Richmond, The American International University in London 2007 — 2007
Art, architecture, business, and politics
Rosenthal Energy Advisors January 2015 - Present
Rosenthal Energy Advisors May 2014 - January 2015
Ecova February 2012 - May 2014
LPB Energy Management May 2011 - February 2012
LPB Energy Management January 2010 - May 2011
Enterprise Rent-A-Car November 2009 - January 2010
Hunt Consolidated, Inc May 2008 - June 2008
Strategic Wealth Planning August 2006 - August 2006
Skills
Microsoft Excel, Customer Service, Salesforce.com, Analysis, Management, Procurement, PowerPoint, Data Analysis, Strategic Planning, Financial Analysis, Forecasting, Microsoft Office, Process Improvement, Contract Negotiation, Project Management, Negotiation, Account Management, Sales, Budgets, Business Analysis, Microsoft Word, Business Development, Leadership
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Entrepreneurship
Rollins College 2005 — 2009
Bachelor of Arts, Economics
Nanjing University 2008 — 2008
Business, law, and anthropology
Richmond, The American International University in London 2007 — 2007
Art, architecture, business, and politics