The Heritage Institute

Description

Address: Suite 200 A, 1638 E Main St, Freeland, WA 98249 Phone: (360) 341-3070: : Category: : Website: : : : Place name: Website: http://www.hol.edu/ Category: School Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?

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The Heritage Institute Employees

Employee
Years
Job
Industry
Marty Dutch Marty Dutch Orange County, California Area Details
Marty Dutch's The Heritage Institute Experience June 2009 - February 2013
Job AVP Philanthropic Services & Executive Director of Scholars First at First Foundation, Inc.
Industry Individual & Family Services
Experience
First Foundation, Inc.   February 2013 - Present
The Heritage Institute   June 2009 - February 2013
Orangewood PALS   1992 - 2012
The CDM Company  June 2009 - April 2011
PromoShop  January 1999 - June 2009
Vistakon, Johnson and Johnson   1988 - 1995
Vistakon  1987 - 1995

Skills
Strategic Planning, Marketing, Marketing Strategy, Accounting, Outlook, Bid Writing, New Business Development, Philanthropy, Sales, Promotions, Non-profits, Small Business, Management, Event Management, Budgets, Business Development, Program Management, Event Planning, Leadership, Training, Marketing Communications, Fundraising, Leadership Development, Coaching, Insurance, Advertising, Research, Entrepreneurship, Sales Operations, Strategy, Public Speaking, Team Building, Start-ups, Account Management, Nonprofits, Sales Management, Project Planning, Social Media Marketing

Education
The Heritage Institute   2008 — 2010
Certified Wealth Consultant, Heritage Planning

San Diego State University-California State University   1979 — 1983
Bachelor of Arts, Speech Communication

Nicole Lawry Nicole Lawry Lake Oswego, Oregon Details
Nicole Lawry's The Heritage Institute Experience January 2003 - January 2006
Job @
Industry Arts and Crafts
Experience
Portland Rescue Mission  March 2013 - Present
Molly's Fund Fighting Lupus  January 2010 - Present
Stay at Home Mom  February 2009 - Present
Nicole Lawry Designs   September 1999 - September 2010
The Heritage Institute   January 2003 - January 2006

Skills
Painting, Sewing, Cooking, Homeschooling, Childcare, Meal Planning, Photography, Organization, Volunteering, Ebay Sales, Consignment Sales, Meals, Graphic Design, Adobe Creative Suite, Marketing, Drawing, Graphics, Photoshop, Logo Design, Event Planning

Education
Oregon State University   1999 — 2003
Bachelor of Science w/Emphasis in Fine Arts, Graphic Design

St. Helens High School   1996 — 1999
Graduated with Honors

Ken Stoner Ken Stoner Oklahoma City, Oklahoma Area Details
Ken Stoner's The Heritage Institute Experience November 2009 - Present
Job TEDxOKC Curator
Industry Law Practice
Experience
K Stoner PC   TEDxOKC - CuratorTEDxOKCJune 2010 - Present
The Heritage Institute   November 2009 - Present
Oklahoma City Community Foundation  2009 - Present
Kenneth M. Stoner P.C.   May 2008 - Present
The Heritage Institute   2008 - 2009

Skills
Dispute Resolution, Mediation, Philanthropy, Strategy, Research, Fundraising, Estate Planning, Dispute, Legal Writing, Litigation, Trusts, Leadership, Commercial Litigation, Leadership Development, Public Speaking, Public Policy, Media Relations, Civil Litigation, Arbitration, Project Planning, Intellectual Property, Corporate Law, Administrative Law

Education
University of Oklahoma College of Law   1989 — 2001
JD

East Central University

Cam Thornton Cam Thornton Greater Los Angeles Area Details
Cam Thornton's The Heritage Institute Experience January 2006 - Present
Job Principal and Owner at Cameron Thornton Associates
Industry Financial Services
Experience
Cameron Thornton Associates   January 1982 - Present
Navigator Legacy Partners, LLC   April 2006 - Present
The Heritage Institute   January 2006 - Present
Lockheed California Company  October 1980 - November 1984
US Navy  June 1976 - October 1980

Skills
Certified Financial..., Heritage Professional, Strategic Planning, Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Wealth, Fixed Annuities, Financial Advisory, IRAs, Asset Protection, Multi-generational..., Asset Allocation, 401k, Retirement, Trusts, Asset Managment, Small Business, Life Insurance, Portfolio Management, Personal Financial..., Planned Giving

Education
University of La Verne School of Business and Economics   1982 — 1983
MBA, Business Administration

University of Southern California   1972 — 1976
Bachelor of Arts (B.A.), Psychology

Betsy Strong Betsy Strong San Francisco Bay Area Details
Betsy Strong's The Heritage Institute Experience 2007 - Present
Job President, Strong Legacy Planning LLC
Industry Financial Services
Experience
Strong Legacy Planning   June 2009 - Present
The Heritage Institute   2007 - Present
The L&L Financial Edge   January 2000 - June 2009

Skills
Small Business, Strategic Financial..., Accounting, Nonprofits, Budgets, Non-profits, Strategic Planning, Mergers & Acquisitions, QuickBooks, Financial Analysis, Financial Advisory, Investments, Tax, Financial Reporting, Business Planning, Finance, Financial Planning, Financial Services, Auditing

Education
Golden Gate University   1981 — 1985
MBA

UCLA
Bachelor of Applied Science (BASc), Registered Nursing/Registered Nurse

Louise Marie Cole Louise Marie Cole Greater New York City Area Details
Louise Marie Cole's The Heritage Institute Experience 2005 - 2009
Job Principal Partner Heritage Group of Companies
Industry Financial Services
Experience
NEXT Financial Group, Inc  March 2012 - Present
The Heritage Group Companies   January 2005 - Present
FPA  1984 - Present
The Heritage Institute   2005 - 2009
Cole Financial Management   October 1988 - January 2006
University of Medicine and Dentistry  July 1978 - July 1981

Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Investments, Finance, Estate Planning, Wealth Management, Wealth, Financial Services, Long-term Care

Education
Heritage Institute   2005 — 2009
CWC, Fellow, Certified Wealth Consultant- Heritage Planning

Rutgers, The State University of New Jersey-Newark   1981 — 1982
marketing

Brookdale Community College   1970 — 1974
AAS Nursing, Nursing

Matawan Regional High School   1966 — 1970
High School

CFP Board of Standards
CFP, Certified Financial Planner-Practioner

Todd Rhine Todd Rhine Hilton Head Island, South Carolina Details
Todd Rhine's The Heritage Institute Experience 2008 - Present
Job Heritage Design Professional
Industry Individual & Family Services
Experience
The Genus Collaborative   November 2011 - Present
The Heritage Institute   2008 - Present
Todd Rhine Planning   October 1988 - Present

Skills
Leadership, Small Business, Nonprofits, Public Speaking, Philanthropy, Training, Project Planning, GenUs Imagineer, Marketing, Executive Coaching, Management Consulting, Employee Benefits, Business Strategy

Education
Georgia Institute of Technology - Georgia Tech College of Management   1985 — 1987
BS MGT, Management, Finance

Davidson College   1984 — 1985
BS, Finance

Robert Bobby Gaither Robert Bobby Gaither Portland, Oregon Area Details
Robert Bobby Gaither's The Heritage Institute Experience November 2006 - October 2008
Job Pastor of Worship Arts at Grace Baptist Church
Industry Religious Institutions
Experience
Grace Baptist Church  October 2008 - Present
The Heritage Institute   November 2006 - October 2008
Salem-Keizer School District  September 2005 - June 2006

Education
Simpson University   2001 — 2005
BA, Psychology

Doug Carter Doug Carter Mount Shasta, California Details
Doug Carter's The Heritage Institute Experience 2005 - 2011
Job President at Carter International Training and Development, Inc.
Industry Professional Training & Coaching
Experience
Carter International Training and Development   1990 - Present
Bachrach and Associates   1996 - April 2011
The Heritage Institute of the United Kingdom   2008 - 2011
The Heritage Institute   2005 - 2011
E-Myth Presenters Worldwide   2008 - 2009
R. Douglas Carter and Associates   1988 - 1991
Robbins Research International  1987 - 1988
Dale Carnegie & Associates, Inc.   January 1985 - August 1987

Skills
Client Development, Executive Coaching, Teaching, Planning, Public Speaking, Coaching, Leadership Development, Team Building, Management Consulting, Business Strategy, Mentoring, Business Planning, Sales Management, Personal Development, Staff Development, Employee Engagement, Performance Management, Problem Solving, Project Planning, Leadership, Strategic Planning, Sales, Risk Management, Career Development, Business Coaching, Workshop Facilitation, Management, Marketing, Small Business, Marketing Strategy, Consulting, Strategic Financial..., Time Management, Team Leadership, Entrepreneurship, Training, Business Development, Nonprofits, Program Management, New Business Development, Strategy, Life Coaching, Organizational..., Public Relations, Work Life Balance, Executive Development, Emotional Intelligence, Presentation Coaching, Personal Branding, Wealth

Education
Willamette University   1972 — 1973

Carleton University   1971 — 1972
Political Sociology

Eastern Oregon University   1968 — 1971
Bachelor of Science, Sociology and Anthropology, Psychology, Political Science, Honors

Jocela Mae Cunningham Jocela Mae Cunningham Portland, Oregon Area Details
Jocela Mae Cunningham's The Heritage Institute Experience September 2007 - March 2009
Job Creative Director at McMinnville Community Acupunture and loving it
Industry Health, Wellness and Fitness
Experience
Metropolitan Group  June 2010 - July 2011
Hale'Lupe   May 2009 - June 2010
Portland Jazz Festival   October 2009 - March 2010
Clean Green Studios   September 2009 - October 2009
The Heritage Institute   September 2007 - March 2009

Education
University of Portland   2003 — 2006
BA, Psychology with and emphasis in Environmental Studies and Spanish

REAL

Bret Gardner Bret Gardner Greater Denver Area Details
Bret Gardner's The Heritage Institute Experience 2013 - Present
Job EditorinChief Sporting Culture Press
Industry Publishing
Experience
Sporting Culture Press   2012 - Present
Sporting Culture Advisors   October 2009 - Present
Sporting Culture Resource Group   September 2010 - Present
Your Legacy Foundation   January 2013 - Present
The Heritage Institute   2013 - Present

Skills
Small Business, Public Speaking, Strategic Planning, Marketing, Investments, Social Media, Sales, Leadership, Business Planning, Management, Project Planning, Social Media Marketing, Fundraising, Start-ups, Insurance, Sales Management, Product Development, Marketing Strategy, Fishing, Advertising, Public Relations, Strategic Financial..., Entrepreneurship, New Business Development, Team Building, Online Marketing, Strategy, Strategic Partnerships, Contract Negotiation, Product Marketing, Business Development, Outdoor Recreation, Social Networking, Trade Shows, Online Advertising, Hunting, Event Management, Email Marketing, Brand Development, SEO, Lead Generation, Marketing Communications, Fly Fishing, Direct Marketing, Hiking, Publishing, E-commerce, Ski, Blogging

Education
Syracuse University   1985 — 1989
BS

One Page Business Planning Company
Licensed Consultant

The Heritage Institute

Janet Ott Janet Ott Greater Seattle Area Details
Janet Ott's The Heritage Institute Experience 2008 - Present
Job Founding Member at Solutions NOW! Consulting
Industry Financial Services
Experience
Transform  Mentor and CoachMy Multiple Streams MentorFebruary 2009 - Present
Solutions NOW! Consulting   January 2009 - Present
The Heritage Institute   2008 - Present
Transform Life and Financial Coaching   March 2005 - Present
Accomplishment Coaching  2006 - 2009
The Evergreen State College  September 1985 - March 2008

Education
University of Southern California   1975 — 1982
Ph. D., Neurophysiology

St. Lawrence University   1971 — 1975

Jessica Bucknam Jessica Bucknam Portland, Oregon Area Details
Jessica Bucknam's The Heritage Institute Experience January 2004 - January 2013
Job Teacher at Portland Public Schools
Industry Education Management
Experience
Portland Public Schools  August 2007 - Present
The Heritage Institute   January 2004 - January 2013
Portland Public Schools  August 2000 - August 2007

Skills
Curriculum Design, Teacher Training, Staff Development, Classroom, Teaching, ESL, Higher Education, Classroom Management, Elementary Education, K-12, Language Teaching, Distance Learning, Social Studies, Science, Mandarin, Linguistics, Lesson Planning, Curriculum Development, Literacy, Educational Leadership

Education
University of Portland   2013 — 2016
Doctor of Education (Ed.D.), Neuroeducation

Portland State University   2006 — 2008
ESL/Bilingual Endorsement Program

Pacific University   1999 — 2001
MAT, ECE/ELE Education

Jilin Normal University   1993 — 1997
BA, ESL Education

Janet Ott Janet Ott Houston, Texas Details
Janet Ott's The Heritage Institute Experience 2007 - 2008
Job Science Teacher, The Post Oak High School
Industry Education Management
Experience
Ignite  February 2014 - Present
The Post Oak School  May 2012 - Present
Transform Coaching and Consulting   March 2006 - Present
The Heritage Institute   2007 - 2008
Accomplishment Coaching  2006 - 2008
The Evergreen State College  1985 - 2008

Skills
Marketing, Non-profits, Coaching, Personal Development, Strategic Planning, Team Building, Executive Coaching, Nonprofits, Project Planning, Time Management, Strategy, Teaching, Negotiation, Social Media, Consulting, Small Business, Life Coaching, Public Speaking, Educational Technology, Higher Education, Marketing Strategy, Fundraising, Curriculum Design, Curriculum Development

Education
Adolescent Program for Montessori   2013 — 2013
Certificate, Education

The Heritage Institute   2007 — 2008
Certified Wealth Consultant, Inheritance, Family coaching, training heirs

Accomplishment Coaching Coaches' Training Program   2005 — 2006
Certified Professional Coach, Life and Business Coaching

University of Southern California   1975 — 1982
Ph. D., Neurophysiology

St. Lawrence University   1971 — 1975
B.S., Biology

Dan Garrett Dan Garrett Abilene, Texas Area Details
Dan Garrett's The Heritage Institute Experience 2009 - Present
Job Vice Chancellor and President of The ACU Foundation at Abilene Christian University
Industry Philanthropy
Experience
The Heritage Institute   2009 - Present
The ACU Foundation   June 1995 - Present
Abilene Christian University  1973 - Present
Baylor Health Care System  June 1984 - October 1994

Skills
Public Speaking, Higher Education, Teaching, Annual Giving, Non-profits, Nonprofits, Customer Service, Philanthropy, Leadership, Community Outreach, Stewardship, Fundraising, Team Building, Research, Leadership Development, Program Development, Staff Development, Volunteer Management, Conflict Resolution, Student Affairs, Event Planning, Grant Writing, Planned Giving, Student Development, Adult Education, Editing, Organizational..., Instructional Design, Curriculum Development

Education
Abilene Christian University   1971 — 1973

Lipscomb University   1967 — 1969

Junior College   1964 — 1967
attended, Business/Drama

Marianna High School   1960 — 1964

Kristin Zeeb Kristin Zeeb Upland, Indiana Details
Kristin Zeeb's The Heritage Institute Experience Member SupportThe Heritage Institutue2003 - Present
Job Support...
Industry Financial Services
Experience
The Heritage Institute   Member SupportThe Heritage Institutue2003 - Present

Education
Taylor University   1999 — 2003

Archbold HS

Erin Sanchez Erin Sanchez Greater Seattle Area Details
Erin Sanchez's The Heritage Institute Experience 2007 - 2009
Job National Faculty at Buck Institute for Education
Industry Education Management
Experience
Buck Institute for Education  June 2011 - Present
Technology Access Foundation Academy (TAFA)   2009 - 2011
IslandWood  2007 - 2009
The Heritage Institute   2007 - 2009
EdVisions Schools   2006 - 2009
The Small Schools Project   2003 - 2007

Skills
Educational Technology, Differentiated..., Teaching, Educational Leadership, Curriculum Development, Curriculum Design, Classroom, E-Learning, Instructional Design, K-12, Lesson Planning, Research, Staff Development, Teacher Training, Instructional Technology

Education
Antioch University Seattle   2000 — 2002
Master's in Teaching, English, History, Native American Education

The Evergreen State College   1996 — 1999
Bachelor of Arts (B.A.), Native American Studies

Judith Gray Judith Gray Greater Seattle Area Details
Judith Gray's The Heritage Institute Experience 1995 - 2009
Job Professor at City University of Seattle
Industry Higher Education
Experience
City University of Seattle  April 2009 - Present
Marysville School District  2008 - 2011
West Valley School District  2004 - 2010
CES Northwest Small Schools Project   July 2002 - July 2009
The Heritage Institute   1995 - 2009
West Valley School District  2003 - 2008
Antioch University  August 1997 - August 2007

Skills
Teaching, Curriculum Development, Research, Staff Development, Curriculum Design, Classroom Management, Education Reform, Leadership, Instructional Design, Educational Leadership, Adult Education, Teacher Training, Higher Education, Classroom, E-Learning, Instructional Technology, Distance Learning, International Education, Program Development, Educational Technology, Grant Writing, College Teaching

Education
University of Arizona
PhD, Education