The Enrichment Group
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The Enrichment Group Employees
Employee
Years
Job
Industry
Kathie Day Kathie Day's The Enrichment Group Experience January 1987 - Present
Job CEO at The Enrichment Group
Industry Financial Services
Experience
CFP Board May 1988 - Present
The Enrichment Group January 1987 - Present
FPA 2005 - 2007
Financial Planning Association 2005 - 2007
Strategic Coach January 1998 - January 2004
CFA Institute June 1988 - May 1991
Skills
Financial Planning, Financial Transition..., Financial Planning for..., Investment Management, Estate Planning
Education
Florida International University - College of Business Administration 1980 — 1981
MBA, Business
University of Florida 1966 — 1969
Bachelor of Science (B.S.), Medical Technology
CFP Board May 1988 - Present
The Enrichment Group January 1987 - Present
FPA 2005 - 2007
Financial Planning Association 2005 - 2007
Strategic Coach January 1998 - January 2004
CFA Institute June 1988 - May 1991
Skills
Financial Planning, Financial Transition..., Financial Planning for..., Investment Management, Estate Planning
Education
Florida International University - College of Business Administration 1980 — 1981
MBA, Business
University of Florida 1966 — 1969
Bachelor of Science (B.S.), Medical Technology
Carol Harlow Carol Harlow's The Enrichment Group Experience November 2003 - Present
Job Financial Planner at The Enrichment Group
Industry Financial Services
Experience
The Enrichment Group November 2003 - Present
Education
University of Massachusetts Dartmouth 1976 — 1978
Bachelor’s Degree, Sociology
Bradford College, Bradfrd, MA 1973 — 1975
Associate of Arts (A.A.)
The Enrichment Group November 2003 - Present
Education
University of Massachusetts Dartmouth 1976 — 1978
Bachelor’s Degree, Sociology
Bradford College, Bradfrd, MA 1973 — 1975
Associate of Arts (A.A.)
Jena Staly Jena Staly's The Enrichment Group Experience March 2001 - June 2004
Job Pharmaceutical Sales Rep
Industry Pharmaceuticals
Experience
Reliance Wholesale Inc. June 2011 - Present
Stiltsville Trust Inc, a non-profit 501c3 November 2010 - Present
Special Olympics September 2001 - Present
Ellen R. Siegel & Associates June 2004 - April 2011
The Enrichment Group March 2001 - June 2004
J.M. Montgomery Roofing Co.,Inc July 1987 - January 2001
Education
Georgia Southern University 1983 — 1987
Reliance Wholesale Inc. June 2011 - Present
Stiltsville Trust Inc, a non-profit 501c3 November 2010 - Present
Special Olympics September 2001 - Present
Ellen R. Siegel & Associates June 2004 - April 2011
The Enrichment Group March 2001 - June 2004
J.M. Montgomery Roofing Co.,Inc July 1987 - January 2001
Education
Georgia Southern University 1983 — 1987
Lucy Tamajon Lucy Tamajon's The Enrichment Group Experience January 2006 - April 2008
Job Human Resources Benefits Coordinator at South River Board of Education
Industry Government Relations
Experience
South River Board of Education June 2014 - Present
Doral Business Council September 2012 - January 2013
Fuentes & Rodriguez Consulting Group June 2012 - September 2012
NATIONAL DELI January 2012 - April 2012
XTra Airways January 2010 - December 2011
DK International February 2010 - December 2010
West Kendall Business Assoc June 2009 - December 2009
Mass Mutual Financial Services April 2008 - February 2009
The Enrichment Group January 2006 - April 2008
Mellon Advisors/Dreyfus January 1998 - October 2006
Skills
Event Planning, Marketing, Facebook, Social Networking, Publishing, Project Planning, Program Management, Customer Service, Social Media, Management, Editing, Public Relations, Fundraising, Advertising, Event Management, Business Development, Publicity, Strategic Planning, PowerPoint, Online Marketing, Training, New Business Development, Microsoft Excel, Leadership, Team Building, Content Development, Community Outreach, Blogging, Research, Public Speaking, Nonprofits, Social Media Marketing, Marketing Strategy, Marketing Communications, Online Advertising, Budgets, Newsletters, Media Relations, Small Business, Spanish, Government, Coaching, Press Releases, Copywriting, Leadership Development, Outlook, Policy, Microsoft Office, Sponsorship, Team Leadership
Education
Miami Dade College
New Business/Marketing/Social Networking, West Kendall Business Association
Miami Dade Community College
psychology & education
Union Hill High
Union Hill High School
South River Board of Education June 2014 - Present
Doral Business Council September 2012 - January 2013
Fuentes & Rodriguez Consulting Group June 2012 - September 2012
NATIONAL DELI January 2012 - April 2012
XTra Airways January 2010 - December 2011
DK International February 2010 - December 2010
West Kendall Business Assoc June 2009 - December 2009
Mass Mutual Financial Services April 2008 - February 2009
The Enrichment Group January 2006 - April 2008
Mellon Advisors/Dreyfus January 1998 - October 2006
Skills
Event Planning, Marketing, Facebook, Social Networking, Publishing, Project Planning, Program Management, Customer Service, Social Media, Management, Editing, Public Relations, Fundraising, Advertising, Event Management, Business Development, Publicity, Strategic Planning, PowerPoint, Online Marketing, Training, New Business Development, Microsoft Excel, Leadership, Team Building, Content Development, Community Outreach, Blogging, Research, Public Speaking, Nonprofits, Social Media Marketing, Marketing Strategy, Marketing Communications, Online Advertising, Budgets, Newsletters, Media Relations, Small Business, Spanish, Government, Coaching, Press Releases, Copywriting, Leadership Development, Outlook, Policy, Microsoft Office, Sponsorship, Team Leadership
Education
Miami Dade College
New Business/Marketing/Social Networking, West Kendall Business Association
Miami Dade Community College
psychology & education
Union Hill High
Union Hill High School
Ellen R. Siegel, CFP®, ChFC, CLU Ellen R. Siegel, CFP®, ChFC, CLU's The Enrichment Group Experience July 1997 - June 2004
Job President and financial advisor at Ellen R. Siegel & Associates
Industry Investment Management
Experience
Ellen R. Siegel & Associates June 2004 - Present
South Florida National Park Trust 2004 - Present
Everglades National Park 1998 - Present
Girl Scout Council of Tropical Florida, Inc. January 1998 - Present
Financial Planning Association January 2004 - 2011
The Enrichment Group July 1997 - June 2004
Berkshire Life January 1984 - June 1997
Berkshire + Mutual Benefit January 1980 - January 1997
Girl Scout Councils of Tropical Florida and of Greater Philadelphia January 1973 - January 1980
Skills
Financial Planning, Investments, Teaching, Estate Planning, Investment Management, Asset Protection, Spanish, Strategic Financial..., Pensions, Financial Services, Public Speaking, Non-profits, Grant Writing, Investment Advisory
Education
Landmark Education 2001 — 2008
full 4 part curriculum, Community Organization
Goddard College 1973 — 1974
MS, Social Psychology
Goddard College 1973 — 1974
Master of Arts, Social Psychology
University of Pennsylvania 1967 — 1970
Bachelor of Arts, Education
University of Miami
Bachelor of Arts, Elementary Education
Ellen R. Siegel & Associates June 2004 - Present
South Florida National Park Trust 2004 - Present
Everglades National Park 1998 - Present
Girl Scout Council of Tropical Florida, Inc. January 1998 - Present
Financial Planning Association January 2004 - 2011
The Enrichment Group July 1997 - June 2004
Berkshire Life January 1984 - June 1997
Berkshire + Mutual Benefit January 1980 - January 1997
Girl Scout Councils of Tropical Florida and of Greater Philadelphia January 1973 - January 1980
Skills
Financial Planning, Investments, Teaching, Estate Planning, Investment Management, Asset Protection, Spanish, Strategic Financial..., Pensions, Financial Services, Public Speaking, Non-profits, Grant Writing, Investment Advisory
Education
Landmark Education 2001 — 2008
full 4 part curriculum, Community Organization
Goddard College 1973 — 1974
MS, Social Psychology
Goddard College 1973 — 1974
Master of Arts, Social Psychology
University of Pennsylvania 1967 — 1970
Bachelor of Arts, Education
University of Miami
Bachelor of Arts, Elementary Education
Jerad Waggy, CFP ® Jerad Waggy, CFP ®'s The Enrichment Group Experience July 2006 - April 2014
Job Financial Planner at Firestone Capital Management
Industry Financial Services
Experience
Firestone Capital Management May 2014 - Present
The Enrichment Group July 2006 - April 2014
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Wealth Management, Investment Advisory, Retirement, Financial Planners, Strategic Financial..., Financial Advisory, Asset Allocation, Investment Management, Investment Strategies, IRAs, Wealth Management..., Personal Finance, 401k, Investments, Mutual Funds
Education
Texas Tech University 2004 — 2006
BS, Personal Financial Planning
Tyler Junior College 2001 — 2003
Associate's degree, Business Administration, Management and Operations
Firestone Capital Management May 2014 - Present
The Enrichment Group July 2006 - April 2014
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Wealth Management, Investment Advisory, Retirement, Financial Planners, Strategic Financial..., Financial Advisory, Asset Allocation, Investment Management, Investment Strategies, IRAs, Wealth Management..., Personal Finance, 401k, Investments, Mutual Funds
Education
Texas Tech University 2004 — 2006
BS, Personal Financial Planning
Tyler Junior College 2001 — 2003
Associate's degree, Business Administration, Management and Operations
Jan Sescleifer Jan Sescleifer's The Enrichment Group Experience September 1991 - Present
Job Owner, The Enrichment Group
Industry Management Consulting
Experience
The Enrichment Group September 1991 - Present
Education
Illinois State University 1977 — 1978
The Enrichment Group September 1991 - Present
Education
Illinois State University 1977 — 1978
Ron Tellefson's The Enrichment Group Experience 1995 - 2006
Job C.E.O. at Retired
Industry Fund-Raising
Experience
Retired January 2014 - Present
Howard-Tellefson Consulting January 2007 - December 2013
The Alaska Mining Hall of Fame Foundation August 2011 - July 2012
Tellefson Consulting January 2011 - 2012
Howard-Tellefson Consulting 2007 - 2012
Peace Community Center 2004 - 2010
The Enrichment Group 1995 - 2006
Skills
Capital Appeals, Feasibility Studies, Strategy Development, Fundraising, Team Building, Staff Development, Leadership Development, Capital Raising, Non-profits, Leadership, Strategy, Program Development, Strategic Planning, Nonprofits, Program Management, Philanthropy, Public Speaking, Capital, Volunteer Management, Community Outreach, Event Planning
Education
Luther Seminary
Master of Divinity (M.Div.), Theology/Theological Studies
St. Olaf College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Retired January 2014 - Present
Howard-Tellefson Consulting January 2007 - December 2013
The Alaska Mining Hall of Fame Foundation August 2011 - July 2012
Tellefson Consulting January 2011 - 2012
Howard-Tellefson Consulting 2007 - 2012
Peace Community Center 2004 - 2010
The Enrichment Group 1995 - 2006
Skills
Capital Appeals, Feasibility Studies, Strategy Development, Fundraising, Team Building, Staff Development, Leadership Development, Capital Raising, Non-profits, Leadership, Strategy, Program Development, Strategic Planning, Nonprofits, Program Management, Philanthropy, Public Speaking, Capital, Volunteer Management, Community Outreach, Event Planning
Education
Luther Seminary
Master of Divinity (M.Div.), Theology/Theological Studies
St. Olaf College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Marc Rieke's The Enrichment Group Experience January 2006 - Present
Job President at The Enrichment Group
Industry Religious Institutions
Experience
The Enrichment Group January 2006 - Present
Skills
Public Speaking, Fundraising, Capital Campaigns, Feasibility Studies, Strategic Planning, Workshop Facilitation, Program Development, Leadership Development, Theology, Grant Writing, Preaching, Program Management
Education
Pacific Lutheran University
Master of Education (MEd), Educational Administration and Supervision
The Enrichment Group January 2006 - Present
Skills
Public Speaking, Fundraising, Capital Campaigns, Feasibility Studies, Strategic Planning, Workshop Facilitation, Program Development, Leadership Development, Theology, Grant Writing, Preaching, Program Management
Education
Pacific Lutheran University
Master of Education (MEd), Educational Administration and Supervision
Harriet Brackey CFP®'s The Enrichment Group Experience 2011 - 2011
Job CoChief Investment Officer, GSK Wealth Advisors
Industry Financial Services
Experience
KR Financial Services Inc. January 2012 - June 2014
Sun-Sentinel August 2005 - January 2011
The Enrichment Group 2011 - 2011
The Miami Herald December 1995 - August 2005
USA TODAY August 1982 - January 1993
Business Week magazine January 1981 - August 1982
Skills
Journalism, Newspapers, Storytelling, Strategic Financial..., Editing, Newspaper, Web Content, Public Relations, Copy Editing, Blogging, Publications, Newsletters, News Writing, Business Journalism, AP Style, Editorial, Retirement Planning, Writing, Profiles, Personal Finance, Stories, Financial Advice, Retirement, Wealth Accumulation, Research, Editors, Estate Planning, Financial Planning, Insurance Planning, Investment Advisory, Wealth Management, Text Editing, Headline Writing, Breaking News, Financial Planners, Financial Advisory
Education
American University 1979 — 1980
M.A., Communication and Public Affairs
University of Oregon 1972 — 1976
B.A., Independent Studies in American Culture
KR Financial Services Inc. January 2012 - June 2014
Sun-Sentinel August 2005 - January 2011
The Enrichment Group 2011 - 2011
The Miami Herald December 1995 - August 2005
USA TODAY August 1982 - January 1993
Business Week magazine January 1981 - August 1982
Skills
Journalism, Newspapers, Storytelling, Strategic Financial..., Editing, Newspaper, Web Content, Public Relations, Copy Editing, Blogging, Publications, Newsletters, News Writing, Business Journalism, AP Style, Editorial, Retirement Planning, Writing, Profiles, Personal Finance, Stories, Financial Advice, Retirement, Wealth Accumulation, Research, Editors, Estate Planning, Financial Planning, Insurance Planning, Investment Advisory, Wealth Management, Text Editing, Headline Writing, Breaking News, Financial Planners, Financial Advisory
Education
American University 1979 — 1980
M.A., Communication and Public Affairs
University of Oregon 1972 — 1976
B.A., Independent Studies in American Culture
Kristopher Gonzalez's The Enrichment Group Experience January 2005 - October 2007
Job Computer Technician
Industry Information Technology and Services
Experience
810th Military Police Company October 2007 - Present
THE ENRICHMENT GROUP January 2005 - October 2007
Kendall Ice Arena January 2004 - January 2005
Skills
Research, Writing Skills, Analysis, Word, Teaching/mentoring
Education
Florida State University 2010 — 2012
Bachelor of Arts, History, Philosophy
Miami Dade College 2006 — 2010
Associate in Arts, History
810th Military Police Company October 2007 - Present
THE ENRICHMENT GROUP January 2005 - October 2007
Kendall Ice Arena January 2004 - January 2005
Skills
Research, Writing Skills, Analysis, Word, Teaching/mentoring
Education
Florida State University 2010 — 2012
Bachelor of Arts, History, Philosophy
Miami Dade College 2006 — 2010
Associate in Arts, History